Q2 2026 13F · SEC CIK 2053368

Financial Life Planners

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $155.6M
Reported positions: 339
Holdings vs S&P 500, 3 yrs: —
Assets under management: $208.4M

Financial Life Planners is a wealth manager that reported 339 positions worth $155.6M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Invesco Qqq Tr (QQQ, 25.2%), Ishares Core S&p 500 ETF (IVV, 21.1%), Nvidia Corporation Com (NVDA, 9.9%).

Financial Life Planners holdings largest 50 of 339 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Financial Life Planners 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
QQQInvesco Qqq Tr	25.2%	23.0%	53,324	+2.6%	$39.3M
IVVIshares Core S&p 500 ETF	21.1%	21.1%	43,893	+4.2%	$32.9M
NVDANvidia Corporation Com	9.9%	10.2%	77,281	+1.0%	$15.5M
AAPLApple Inc	4.5%	4.8%	24,068	-2.0%	$7.0M
HOODRobinhood Mkts Inc	2.4%	2.2%	37,995	-7.6%	$3.8M
BRK-BBerkshire Hathaway Inc Del	2.3%	2.7%	7,182	-2.7%	$3.6M
MSFTMicrosoft Corp	2.0%	2.4%	8,344	-3.0%	$3.1M
PLTRPalantir Technologies Inclass Class A	1.9%	3.2%	25,680	-11.0%	$3.0M
MGKVanguard World Fd	1.8%	1.8%	32,345	+395.9%	$2.8M
MDYState Street Spdr S&p Midcap 400 ETF Tru	1.7%	1.8%	3,755	-1.4%	$2.6M
COSTCostco Whsl Corp New	1.6%	2.1%	2,715	+0.4%	$2.5M
SPYSpdr S&p 500 ETF Tr	1.4%	1.5%	2,931	-0.5%	$2.2M
AMZNAmazon Com Inc Com	1.3%	1.4%	8,752	+2.0%	$2.1M
IWMIshares	1.0%	0.4%	5,363	+166.3%	$1.6M
DIAState Street Spdr Dow Jones Industrial A	0.9%	1.0%	2,700	-0.1%	$1.4M
GSGoldman Sachs Group Inc	0.7%	0.5%	1,084	+38.4%	$1.1M
HWMHowmet Aerospace Inc	0.7%	0.5%	3,949	+41.5%	$1.1M
AVGOBroadcom Inc	0.6%	0.4%	2,657	+53.0%	$1.0M
BSCSInvesco Exch Trd Slf Idx Fd	0.6%	0.8%	47,815	-8.7%	$974K
BTCWWisdomtree Bitcoin Fd	0.6%	0.9%	15,628	+0.2%	$969K
XBISpdr Series Trust	0.5%	—	5,246	—	$830K
CATCaterpillar Inc Com	0.5%	—	747	—	$796K
IWFIshares Russell 1000 Growth ETF	0.5%	0.5%	5,970	+329.2%	$741K
VIGVanguard Dividend Appreciation ETF	0.5%	0.5%	3,010	+0.4%	$712K
BACBank of Amer Corp	0.4%	0.5%	12,115	+0.4%	$690K
BSCQInvesco Exch Trd Slf Idx Fd	0.4%	0.5%	33,393	+1.0%	$652K
RTXRtx Corporation Com	0.4%	0.5%	3,426	+0.4%	$650K
TSLATesla Inc Com	0.4%	0.4%	1,509	-0.6%	$635K
METAMeta Platforms Inc Class A	0.4%	0.5%	1,126	-5.1%	$634K
GOOGAlphabet Inc	0.4%	0.3%	1,621	+39.5%	$573K
VOOVanguard S&p 500 ETF	0.4%	0.3%	799	+14.0%	$549K
GEVGe Vernova Inc	0.3%	—	443	—	$520K
VUGVanguard Indx Fd	0.3%	0.3%	5,622	+490.5%	$484K
AMDAdvanced Micro Devices Inc	0.3%	—	820	—	$476K
XLFSelect Sector Spdr Tr	0.3%	0.4%	8,559	-25.4%	$459K
VONVVanguard Russell 1000 Value ETF	0.3%	0.3%	4,292	-1.5%	$456K
IJHIshares Tr	0.3%	0.3%	5,893	-3.2%	$454K
FOCTFirst Tr Exchng Traded Fd Vi	0.3%	0.3%	8,249	+0.0%	$431K
GOOGLAlphabet Inc	0.3%	0.2%	1,184	+37.0%	$423K
TSMTaiwan Semiconductor Manufac	0.3%	0.2%	859	+9.3%	$410K
VNQVanguard Real Estate ETF	0.3%	0.3%	4,235	+0.0%	$408K
IWDIshares Russell 1000 Value ETF	0.3%	0.3%	1,643	+0.3%	$398K
FNDFSchwab Strategic Tr	0.3%	—	7,422	—	$392K
ARMArm Hldgs PLC Equity A Funsponsored ADR	0.2%	—	991	—	$351K
GEGe Aerospace	0.2%	0.2%	881	+0.1%	$329K
SPLGSpdr Series Trust	0.2%	0.3%	3,570	-39.3%	$314K
NRGNrg Energy Inc	0.2%	0.3%	2,138	-17.5%	$312K
QLDProshares Tr	0.2%	—	3,096	—	$300K
BSCRInvesco Exch Trd Slf Idx Fd	0.2%	0.3%	14,676	-20.9%	$288K
IJTIshares Tr	0.2%	0.2%	1,583	+6.1%	$283K

What Financial Life Planners bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$155.6M	339
Q1 2026	$130.4M	367
Q4 2025	$139.3M	61
Q3 2025	$148.8M	362
Q2 2025	$122.9M	54
Q1 2025	$102.7M	83
Q4 2024	$119.3M	411

Questions about Financial Life Planners's portfolio

What stocks does Financial Life Planners own?

Financial Life Planners's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 339 positions worth $155.6M. The largest are Invesco Qqq Tr (QQQ) at 25.2%, Ishares Core S&p 500 ETF (IVV) at 21.1%, Nvidia Corporation Com (NVDA) at 9.9%, Apple Inc (AAPL) at 4.5% and Robinhood Mkts Inc (HOOD) at 2.4%.

What did Financial Life Planners buy last quarter?

In Q2 2026, Financial Life Planners added Vanguard Indx Fd (VUG) (+490.5% shares), Vanguard World Fd (MGK) (+395.9% shares) and Ishares Russell 1000 Growth ETF (IWF) (+329.2% shares), compared with its Q1 2026 filing.

What did Financial Life Planners sell last quarter?

In Q2 2026, Financial Life Planners cut from its top 50 Ishares Silver Tr (SLV), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Jpmorgan Chase & Co (JPM), cut from its top 50 Ishares Tr (IYE), cut from its top 50 The Cigna Group (CI), Spdr Series Trust (SPLG) (-39.3% shares), Select Sector Spdr Tr (XLF) (-25.4% shares) and Invesco Exch Trd Slf Idx Fd (BSCR) (-20.9% shares), compared with its Q1 2026 filing.

When is Financial Life Planners's next 13F filing due?

13F filings are due 45 days after each quarter ends. Financial Life Planners's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Financial Life Planners manage?

Financial Life Planners reported $208.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $155.6M.