Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Life Planners (CIK 2053368) reported $130.4M across 356 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($30.0M, 22.99%), IVV ($27.5M, 21.09%), NVDA ($13.3M, 10.23%), AAPL ($6.2M, 4.78%), PLTR ($4.2M, 3.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR UNIT SER 1 | $30.0M | 22.99% | 51,962 | Trimmed |
| 2 | IVV | ISHARES TR CORE S&P500 ETF | $27.5M | 21.09% | 42,107 | Added |
| 3 | NVDA | NVIDIA CORPORATION COM | $13.3M | 10.23% | 76,546 | Trimmed |
| 4 | AAPL | APPLE INC COM | $6.2M | 4.78% | 24,556 | Trimmed |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.2M | 3.24% | 28,866 | Trimmed |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.5M | 2.71% | 7,384 | Trimmed |
| 7 | MSFT | MICROSOFT CORP COM | $3.2M | 2.44% | 8,600 | Trimmed |
| 8 | HOOD | ROBINHOOD MKTS INC COM CL A | $2.8M | 2.18% | 41,121 | Trimmed |
| 9 | COST | COSTCO WHOLESALE CORPORATION COM | $2.7M | 2.07% | 2,705 | Trimmed |
| 10 | MGK | VANGUARD WORLD FD MEGA GRWTH IND | $2.4M | 1.84% | 6,522 | Trimmed |
| 11 | MDY | STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP | $2.3M | 1.80% | 3,808 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $1.9M | 1.47% | 2,946 | Trimmed |
| 13 | AMZN | AMAZON COM INC COM | $1.8M | 1.37% | 8,578 | Trimmed |
| 14 | DIA | STATE STR SPDR DOW JONES IND UT SER 1 | $1.3M | 0.96% | 2,703 | Trimmed |
| 15 | BTCW | WISDOMTREE BITCOIN FD SHS BEN INT | $1.1M | 0.86% | 15,597 | Trimmed |
| 16 | BSCS | INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 | $1.1M | 0.82% | 52,371 | Trimmed |
| 17 | META | META PLATFORMS INC CL A | $678,921 | 0.52% | 1,187 | Trimmed |
| 18 | GS | GOLDMAN SACHS GROUP INC COM | $662,053 | 0.51% | 783 | Added |
| 19 | RTX | RTX CORPORATION COM | $658,261 | 0.50% | 3,412 | Added |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $644,664 | 0.49% | 2,998 | Trimmed |
| 21 | BSCQ | INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB | $645,684 | 0.49% | 33,061 | Added |
| 22 | HWM | HOWMET AEROSPACE INC COM | $642,987 | 0.49% | 2,790 | Added |
| 23 | IWF | ISHARES TR RUS 1000 GRW ETF | $593,093 | 0.45% | 1,391 | Added |
| 24 | BAC | BANK AMERICA CORP COM | $588,001 | 0.45% | 12,062 | Added |
| 25 | TSLA | TESLA INC COM | $564,304 | 0.43% | 1,518 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31