FL

Financial Life Planners

Sector-focusedMomentum follower

Total reported value

$130.4M

Reporting period: 2026-03-31 · Number of holdings: 367

Financial Life Planners disclosed 367 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $130.4M and a quarterly turnover rate of 21.9%.

Personality snowflake

Concentration
46.05
Portfolio Stability
21.92
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
35.69

Recent moves

  • Trim ARKF

    -99.8%　-$2.7M

  • Trim AXON

    -93.9%　-$2.5M

  • Trim HOOD

    -0.7%　-$1.8M

  • Trim MSFT

    -2.4%　-$1.1M

  • Trim NFLX

    -97.7%　-$775.7K

  • Trim PLTR

    -2.2%　-$1.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1QQQInvesco Qqq Trust Series 1ETF-Tech22.99%+0.01%-0.29%
2IVVIshares Core S&p 500 ETFETF-Large Cap & Growth21.09%+0.47%+0.41%
3NVDANvidia CORPStock-Tech10.23%-0.12%-1.02%
4AAPLApple INCStock-Tech4.78%-0.07%-1.29%
5PLTRPalantir Technologies Inc-aStock-Tech3.24%-0.53%-2.19%
6BRK-BBerkshire Hathaway Inc-cl BStock-Other2.71%+0.02%-0.94%
7MSFTMicrosoft CORPStock-Tech2.44%-0.62%-2.41%
8HOODRobinhood Markets INC - AStock-Financials2.18%-1.18%-0.66%
9COSTCostco Wholesale CORPStock-Consumer Staples2.07%+0.36%-2.03%
10MGKVanguard Mega Cap Growth ETFETF-Other1.84%-0.30%-9.76%
11MDYState Street Spdr S&p MidcapETF-Other1.80%—-1.88%
12SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.47%+0.02%-0.77%
13AMZNAmazon.com INCStock-Consumer Disc1.37%-0.07%-1.61%
14DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth0.96%-0.03%-6.21%
15BTCWWisdomtree Bitcoin FundETF-Crypto0.86%-0.19%-0.73%
16BSCSInvesco Bulletshares 2028 CbETF-Other0.82%—-3.01%
17METAMeta Platforms Inc-class AStock-Comm Services0.52%-0.06%-2.38%
18GSGoldman Sachs Group INCStock-Financials0.51%—+2.35%
19RTXRtx CORPStock-Industrials0.50%—+0.32%
20BSCQInvesco Bulletshares 2026 CbETF-Other0.49%—+1.02%
21VIGVanguard Dividend Apprec ETFETF-Other0.49%-0.07%-15.83%
22HWMHowmet Aerospace INCStock-Industrials0.49%—+2.46%
23IWFIshares Russell 1000 GrowthETF-Other0.45%—+0.07%
24BACBank Of America CORPStock-Financials0.45%—+0.54%
25XLFSs Financial Select SectorETF-Other0.43%—-1.29%
26TSLATesla INCStock-Consumer Disc0.43%-0.06%-0.78%
27AVGOBroadcom INCStock-Tech0.41%—-0.69%
28IWMIshares Russell 2000 ETFETF-Small Cap0.38%—+14.95%
29SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth0.34%—+0.24%
30VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.32%—+0.14%
31VUGVanguard Growth ETFETF-Other0.32%—+0.11%
32IJHIshares Core S&p Midcap ETFETF-Other0.32%—-2.06%
33VONVVanguard Russell 1000 ValueETF-Other0.31%—+0.44%
34FOCTFt Vest U.s. Equity Buffer EETF-Other0.30%——
35NRGNrg Energy INCStock-Utilities0.29%—-12.22%
36VNQVanguard Real Estate ETFETF-Other0.29%—+1.05%
37BSCRInvesco Bulletshares 2027 CbETF-Other0.28%—-7.46%
38SLVIshares Silver TrustETF-Commodities0.27%—-12.19%
39IWDIshares Russell 1000 Value EETF-Other0.27%—-4.38%
40GOOGAlphabet Inc-cl CStock-Comm Services0.26%—-7.85%
41XOMExxon Mobil CORPStock-Energy0.26%—+0.67%
42TSMTaiwan Semiconductor-sp AdrStock-Tech0.20%—+3.42%
43JPMJpmorgan Chase & CoStock-Financials0.19%—-6.25%
44GEGeneral ElectricStock-Industrials0.19%—+0.23%
45GOOGLAlphabet Inc-cl AStock-Comm Services0.19%—+0.12%
46IYEIshares U.s. Energy ETFETF-Other0.18%+0.18%NEW
47CITHE Cigna GroupStock-Healthcare0.18%—+0.56%
48IJKIshares S&p Mid-cap 400 GrowETF-Other0.18%—+0.09%
49IJTIshares S&p Small-cap 600 GrETF-Other0.17%—+0.13%
50ORCLOracle CORPStock-Tech0.16%—+0.28%
1–50 of 367

Holding changes this quarter

Financial Life Planners's most significant position changes for 2026-03-31: New buy: Ishares U.s. Energy ETF (IYE); Sold out: Ishares Expanded Tech-softwa (IGV); New buy: Spdr Gold Shares (GLD); New buy: Ss Energy Select Sector (XLE); New buy: GE Vernova INC (GEV).

Position changes disclosed by Financial Life Planners for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IVVIshares Core S&p 500 ETF+0.5%+0.41%Add
2COSTCostco Wholesale CORP+0.4%-2.03%Trim
3BRK-BBerkshire Hathaway Inc-cl B0%-0.94%Trim
4SPYSs Spdr S&p 500 ETF Trust-us0%-0.77%Trim
5QQQInvesco Qqq Trust Series 10%-0.29%Trim
6DIASs Spdr Dow Jones Indus Avg0%-6.21%Trim
7METAMeta Platforms Inc-class A-0.1%-2.38%Trim
8TSLATesla INC-0.1%-0.78%Trim
9AAPLApple INC-0.1%-1.29%Trim
10AMZNAmazon.com INC-0.1%-1.61%Trim
11VIGVanguard Dividend Apprec ETF-0.1%-15.83%Trim
12NOWServicenow INC-0.1%-40.66%Trim
13NVDANvidia CORP-0.1%-1.02%Trim
14BTCWWisdomtree Bitcoin Fund-0.2%-0.73%Trim
15VSTVistra CORP-0.2%-94.91%Trim
16CRMSalesforce INC-0.3%-65.93%Trim
17MGKVanguard Mega Cap Growth ETF-0.3%-9.76%Trim
18VVisa Inc-class A Shares-0.3%-87.28%Trim
19PLTRPalantir Technologies Inc-a-0.5%-2.19%Trim
20NFLXNetflix INC-0.6%-97.74%Trim
21MSFTMicrosoft CORP-0.6%-2.41%Trim
22HOODRobinhood Markets INC - A-1.2%-0.66%Trim
23AXONAxon Enterprise INC-1.8%-93.89%Trim
24ARKFArk Blockchain & Fintech Inn-1.9%-99.81%Trim
25IYEIshares U.s. Energy ETF—NEWNew buy
26IGVIshares Expanded Tech-softwa—EXITSold out
27GLDSpdr Gold Shares—NEWNew buy
28XLESs Energy Select Sector—NEWNew buy
29GEVGE Vernova INC—NEWNew buy
30SRCE1st Source CORP—NEWNew buy
31IWOIshares Russell 2000 Growth—NEWNew buy
32AMDAdvanced Micro Devices—NEWNew buy
33WMTWalmart INC—NEWNew buy
34LLYEli Lilly & Co—NEWNew buy
35EFAIshares Msci Eafe ETF—NEWNew buy
36RSPInvesco S&p 500 Equal Weight—NEWNew buy
37CARRCarrier Global CORP—NEWNew buy
38ARMArm Holdings Plc-adr—NEWNew buy
39MSMorgan Stanley—NEWNew buy
40IJSIshares S&p Small-cap 600 Va—NEWNew buy
41SSOProshares Ultra S&p500—NEWNew buy
42NETCloudflare INC - Class A—NEWNew buy
43PMPhilip Morris International—NEWNew buy
44IWBIshares Russell 1000 ETF—NEWNew buy
45CATCaterpillar INC—NEWNew buy
46DVYIshares Select Dividend ETF—NEWNew buy
47TJXTjx Companies INC—NEWNew buy
48IVEIshares S&p 500 Value ETF—NEWNew buy
49XTIshar Fture Exp Tech Etf-usd—NEWNew buy
50TRVTravelers Cos Inc/the—NEWNew buy

FAQ

What is Financial Life Planners and what type of investor is it?
Financial Life Planners is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $130.4M, spread across 367 disclosed positions.
What are Financial Life Planners's largest equity positions?
Based on the latest 13F filing, Financial Life Planners's top holdings by market value are: 1. Invesco Qqq Trust Series 1 (QQQ) — $30.0M (23.0%) 2. Ishares Core S&p 500 ETF (IVV) — $27.5M (21.1%) 3. Nvidia CORP (NVDA) — $13.3M (10.2%) 4. Apple INC (AAPL) — $6.2M (4.8%) 5. Palantir Technologies Inc-a (PLTR) — $4.2M (3.2%)
What changes did Financial Life Planners make in its most recent portfolio filing?
In the latest reported quarter, Financial Life Planners made 50 notable position adjustments: 25 new positions were initiated, 1 existing holdings were added to, 23 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Ishares U.s. Energy ETF (IYE); Sold out: Ishares Expanded Tech-softwa (IGV); New buy: Spdr Gold Shares (GLD); New buy: Ss Energy Select Sector (XLE); New buy: GE Vernova INC (GEV)
What sectors does Financial Life Planners focus on?
Financial Life Planners is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 61.9% • Financials: 18.1% • Consumer Staples: 6.6% • Consumer Discretionary: 5.3% • Industrials: 2.9% • Communication Services: 2.7%