Financial Life Planners has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $123 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $27.2B, Ishares Core S&P 500 ETF with a value of $24.5B, Nvidia Corp with a value of $12.4B, Apple Inc. with a value of $5.35B, and Microsoft Corp with a value of $4.51B.

Examining the 13F form we can see an increase of $20.2B in the current position value, from $103B to 123B.

Financial Life Planners is based out at Tempe, AZ

Below you can find more details about Financial Life Planners portfolio as well as his latest detailed transactions.

Portfolio value $123 Billion
ETFs: $70.7 Billion
Technology: $30.9 Billion
Financial Services: $5.75 Billion
Industrials: $5.01 Billion
Consumer Defensive: $2.77 Billion
Consumer Cyclical: $2.38 Billion
Communication Services: $2.37 Billion
Healthcare: $1.23 Billion
Other: $657 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $123 Billion
  • Prior Value $103 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
Track This Portfolio

Track Financial Life Planners Portfolio

Follow Financial Life Planners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Life Planners, based on Form 13F filings with the SEC.

News

Stay updated on Financial Life Planners with notifications on news.