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CIK: 0002053368
Total reported value
$155.6M
$155.6M
83 檔
39.9%
During the Q1 2025 filing period, Financial Life Planners (CIK: 0002053368) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $155.6M across 83 reported positions.
In Q1 2025, Financial Life Planners adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 22 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 20.85% | +2.24% | -1.13% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.95% | +0.03% | -0.43% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 8.28% | -0.29% | -6.34% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.48% | -0.30% | +4.11% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.90% | -0.44% | -9.93% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.61% | -0.40% | -1.51% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.60% | -0.10% | -6.31% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.41% | +0.66% | -15.77% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.25% | -0.44% | -1.05% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.14% | -0.01% | +0.08% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.90% | -0.01% | -37.69% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | -0.06% | -2.70% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | -0.03% | -4.09% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.49% | -0.05% | +1.95% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.19% | +0.02% | -1.26% | |
| 16 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.08% | -0.19% | -6.26% | |
| 17 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.74% | — | +2.01% | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 0.69% | -0.14% | +104.94% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.11% | +28.27% | |
| 20 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.63% | -0.08% | +1.04% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.63% | -0.03% | +0.48% | |
| 22 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.59% | -0.01% | +41.83% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.51% | -0.03% | -9.45% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | +0.03% | -0.35% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.50% | -0.02% | -0.21% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.49% | -0.01% | -4.91% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | -0.03% | -2.05% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.43% | -0.08% | -0.30% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.02% | -1.44% | |
| 30 | BTCW | Wisdomtree Bitcoin Fund | ETF-Crypto | 0.41% | -0.24% | +16.95% | |
| 31 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.41% | -0.02% | +0.45% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | -0.01% | +0.19% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.14% | — | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.38% | -0.01% | +7.34% | |
| 35 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.37% | -0.10% | +1.04% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.03% | +52.00% | |
| 37 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.33% | -0.02% | — | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.32% | -0.03% | +10.03% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.29% | — | +0.63% | |
| 40 | CI | THE Cigna Group | Stock-Healthcare | 0.28% | -0.02% | -1.02% | |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.26% | -0.01% | -9.40% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.11% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.08% | +76.56% | |
| 44 | NRG | Nrg Energy Inc | Stock-Utilities | 0.22% | -0.09% | +11.36% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.22% | +0.19% | +1608.33% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.19% | -0.02% | -1.52% | |
| 47 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.19% | -0.05% | — | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.19% | +0.01% | -11.18% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.01% | +13.43% | |
| 50 | IYE | Ishares U.s. Energy ETF | ETF-Other | 0.18% | -0.07% | -5.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.9% | -0.43% | Trim |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.1% | -1.13% | Trim |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.9% | -1.51% | Trim |
| 4 | AAPL | Apple Inc | +0.4% | +4.11% | Add |
| 5 | XLF | Ss Financial Select Sector | +0.4% | +104.94% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | NEW | New buy |
| 7 | LLY | Eli Lilly & Co | +0.2% | -1.26% | Trim |
| 8 | GS | Goldman Sachs Group Inc | +0.2% | +1608.33% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +28.27% | Add |
| 10 | AXON | Axon Enterprise Inc | +0.2% | +41.83% | Add |
| 11 | IGV | Ishares Expanded Tech-softwa | +0.2% | NEW | New buy |
| 12 | FBND | Fidelity Total Bond ETF | +0.1% | NEW | New buy |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +52.00% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -2.70% | Trim |
| 15 | SRCE | 1st Source CORP | +0.1% | +239.10% | Add |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +76.56% | Add |
| 17 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +0.08% | Add |
| 18 | IBM | Intl Business Machines CORP | +0.1% | +92.10% | Add |
| 19 | MDY | State Street Spdr S&p Midcap | +0.1% | -6.31% | Trim |
| 20 | NOW | Servicenow Inc | 0% | +10.03% | Add |
| 21 | CRM | Salesforce Inc | 0% | -0.21% | Trim |
| 22 | RWK | Invesco S&p Midcap 400 Rev | -0.1% | EXIT | Sold out |
| 23 | AMZN | Amazon.com Inc | -0.1% | -4.09% | Trim |
| 24 | COIN | Coinbase Global Inc -class A | -0.1% | EXIT | Sold out |
| 25 | TTD | Trade Desk Inc/the -class A | -0.1% | EXIT | Sold out |
| 26 | EW | Edwards Lifesciences CORP | -0.1% | EXIT | Sold out |
| 27 | VTV | Vanguard Value ETF | -0.1% | EXIT | Sold out |
| 28 | WFC | Wells Fargo & Co | -0.1% | EXIT | Sold out |
| 29 | SCHH | Schwab US Reit ETF | -0.1% | EXIT | Sold out |
| 30 | DT | Dynatrace Inc | -0.1% | EXIT | Sold out |
| 31 | CAT | Caterpillar Inc | -0.1% | EXIT | Sold out |
| 32 | NANR | Sta Str Sp S&p Nor An Res-ui | -0.1% | EXIT | Sold out |
| 33 | TRV | Travelers Cos Inc/the | -0.1% | EXIT | Sold out |
| 34 | NET | Cloudflare Inc - Class A | -0.1% | EXIT | Sold out |
| 35 | FIX | Comfort Systems USA Inc | -0.1% | EXIT | Sold out |
| 36 | SCHD | Schwab US Dvd Equity ETF | -0.1% | EXIT | Sold out |
| 37 | IVW | Ishares S&p 500 Growth ETF | -0.1% | EXIT | Sold out |
| 38 | SCHB | Schwab US Broad Market ETF | -0.1% | EXIT | Sold out |
| 39 | TJX | Tjx Companies Inc | -0.1% | EXIT | Sold out |
| 40 | GLD | Spdr Gold Shares | -0.1% | EXIT | Sold out |
| 41 | DHR | Danaher CORP | -0.1% | EXIT | Sold out |
| 42 | AMD | Advanced Micro Devices | -0.1% | EXIT | Sold out |
| 43 | TSLA | Tesla Inc | -0.2% | -1.44% | Trim |
| 44 | HOOD | Robinhood Markets Inc - A | -0.2% | EXIT | Sold out |
| 45 | GOOGL | Alphabet Inc-cl A | -0.3% | -61.63% | Trim |
| 46 | IWM | Ishares Russell 2000 ETF | -0.3% | -15.77% | Trim |
| 47 | UPRO | Proshares Ultrapro S&p 500 | -0.3% | EXIT | Sold out |
| 48 | MSFT | Microsoft CORP | -0.4% | -9.93% | Trim |
| 49 | EFA | Ishares Msci Eafe ETF | -0.5% | -37.69% | Trim |
| 50 | NVDA | Nvidia CORP | -1.2% | -6.34% | Trim |
According to official SEC Form 13F filings, Financial Life Planners reported a total U.S. public equity portfolio value of $155.6M across 83 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, IVV, NVDA) accounted for 39.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
GOOG
市值: $260.1K
Top Position Liquidated / Trimmed
UPRO
前期市值: $385.4K
During Q1 2025, Financial Life Planners's top holdings by market value included QQQ (20.9%)、IVV (19.9%)、NVDA (8.3%). The largest single position, QQQ, represented 20.9% of total portfolio value.
In Q1 2025, Financial Life Planners made 50 total portfolio adjustments, initiating 3 new buys, adding to 11 positions, trimming 14 holdings, and fully liquidating 22 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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