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CIK: 0002053368
Total reported value
$155.6M
$155.6M
61 檔
56.0%
During the Q4 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 61 reported positions.
In Q4 2025, Financial Life Planners adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 31 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 | 22.98% | +2.24% | +2.32% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.62% | +0.03% | +2.30% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 10.35% | -0.29% | -0.20% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.85% | -0.30% | +0.19% | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.77% | -1.31% | +2.05% | |
| 6 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 3.36% | +0.27% | +1.74% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.44% | -0.99% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.69% | -0.40% | -3.04% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.14% | -0.01% | -1.07% | |
| 10 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 1.92% | — | +13.05% | |
| 11 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.91% | -0.01% | -11.45% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.71% | -0.44% | -1.88% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.68% | -0.10% | -0.84% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.45% | -0.06% | +5.58% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | -0.03% | +3.28% | |
| 16 | BTCW | Wisdomtree Bitcoin Fund | ETF-Crypto | 1.05% | -0.24% | +12.19% | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.99% | -0.05% | +0.35% | |
| 18 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.80% | -0.19% | -3.86% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.11% | +0.58% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 0.57% | — | +763.30% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.56% | -0.03% | +0.82% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | -0.02% | -0.52% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.48% | +0.19% | +25.82% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | -0.01% | -0.73% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | +0.03% | +0.14% | |
| 26 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.46% | -0.08% | -1.50% | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.46% | -0.14% | -0.32% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.45% | -0.08% | +0.38% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.23% | +303.93% | |
| 30 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.40% | +0.19% | +3.81% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.01% | -8.30% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | -0.14% | +0.29% | |
| 33 | NRG | Nrg Energy Inc | Stock-Utilities | 0.34% | -0.09% | +10.06% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | -0.01% | +0.21% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.33% | -0.02% | -6.28% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.03% | +0.43% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.31% | +0.66% | +1.45% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | -0.03% | -2.26% | |
| 39 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.29% | -0.02% | — | |
| 40 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.29% | -0.02% | +0.53% | |
| 41 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.28% | -0.10% | +1.02% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.11% | +3.28% | |
| 43 | SLV | Ishares Silver Trust | ETF-Commodities | 0.27% | -0.09% | — | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.27% | -0.03% | -6.20% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.26% | -0.01% | -3.49% | |
| 46 | VST | Vistra CORP | Stock-Utilities | 0.23% | — | +111.50% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.01% | +0.44% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.20% | -0.02% | +0.21% | |
| 49 | NOW | Servicenow Inc | Stock-Tech | 0.20% | -0.03% | +400.00% | |
| 50 | GE | General Electric | Stock-Industrials | 0.19% | +0.02% | +15.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +2.4% | +2.32% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +2.2% | +2.30% | Add |
| 3 | AAPL | Apple Inc | +0.6% | +0.19% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | +303.93% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | +3.28% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +5.58% | Add |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | +25.82% | Add |
| 8 | VST | Vistra CORP | +0.1% | +111.50% | Add |
| 9 | SLV | Ishares Silver Trust | +0.1% | — | Unchanged |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -3.04% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +3.28% | Add |
| 12 | ARKF | Ark Blockchain & Fintech Inn | 0% | +13.05% | Add |
| 13 | MSFT | Microsoft CORP | 0% | -0.99% | Trim |
| 14 | COST | Costco Wholesale CORP | 0% | -1.88% | Trim |
| 15 | ORCL | Oracle CORP | -0.1% | +0.21% | Add |
| 16 | BTCW | Wisdomtree Bitcoin Fund | -0.1% | +12.19% | Add |
| 17 | NFLX | Netflix Inc | -0.2% | +763.30% | Add |
| 18 | HOOD | Robinhood Markets Inc - A | -0.6% | +1.74% | Add |
| 19 | AXON | Axon Enterprise Inc | -0.6% | -11.45% | Trim |
| 20 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 21 | IWO | Ishares Russell 2000 Growth | — | EXIT | Sold out |
| 22 | IYE | Ishares U.s. Energy ETF | — | EXIT | Sold out |
| 23 | SRCE | 1st Source CORP | — | EXIT | Sold out |
| 24 | GLD | Spdr Gold Shares | — | EXIT | Sold out |
| 25 | CARR | Carrier Global CORP | — | EXIT | Sold out |
| 26 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 27 | EFA | Ishares Msci Eafe ETF | — | EXIT | Sold out |
| 28 | FSK | Fs Kkr Capital CORP | — | EXIT | Sold out |
| 29 | NET | Cloudflare Inc - Class A | — | EXIT | Sold out |
| 30 | MS | Morgan Stanley | — | EXIT | Sold out |
| 31 | ARM | Arm Holdings Plc-adr | — | EXIT | Sold out |
| 32 | IWB | Ishares Russell 1000 ETF | — | EXIT | Sold out |
| 33 | IJS | Ishares S&p Small-cap 600 Va | — | EXIT | Sold out |
| 34 | WMT | Walmart Inc | — | EXIT | Sold out |
| 35 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 36 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 37 | XLE | Ss Energy Select Sector | — | EXIT | Sold out |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | EXIT | Sold out |
| 39 | OTIS | Otis Worldwide CORP | — | EXIT | Sold out |
| 40 | DVY | Ishares Select Dividend ETF | — | EXIT | Sold out |
| 41 | IVE | Ishares S&p 500 Value ETF | — | EXIT | Sold out |
| 42 | PM | Philip Morris International | — | EXIT | Sold out |
| 43 | TDG | Transdigm Group Inc | — | EXIT | Sold out |
| 44 | TJX | Tjx Companies Inc | — | EXIT | Sold out |
| 45 | CAT | Caterpillar Inc | — | EXIT | Sold out |
| 46 | WFC | Wells Fargo & Co | — | EXIT | Sold out |
| 47 | XT | Ishar Fture Exp Tech Etf-usd | — | EXIT | Sold out |
| 48 | HD | Home Depot Inc | — | EXIT | Sold out |
| 49 | TRV | Travelers Cos Inc/the | — | EXIT | Sold out |
| 50 | ACN | Accenture plc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Financial Life Planners reported a total U.S. public equity portfolio value of $155.6M across 61 disclosed positions in Q4 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 56.0% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
BSCP
前期市值: $761.5K
During Q4 2025, Financial Life Planners's top holdings by market value included QQQ (23.0%)、IVV (20.6%)、NVDA (10.3%). The largest single position, QQQ, represented 23.0% of total portfolio value.
In Q4 2025, Financial Life Planners made 49 total portfolio adjustments, initiating 0 new buys, adding to 14 positions, trimming 4 holdings, and fully liquidating 31 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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