Financial Life Planners Portfolio Holdings

Financial Life Planners

  • $149 Billion
  • Q3 2025

Financial Life Planners has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $149 Billion distributed in 362 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 $30.6B, Ishares Core S&P 500 ETF with a value of $27.4B, Nvidia Corp with a value of $14.5B, Apple Inc. with a value of $6.32B, and Robinhood Markets, Inc. with a value of $5.83B.

Examining the 13F form we can see an increase of $25.9B in the current position value, from $123B to 149B.

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 $149 Billion
ETFs: $82.9 Billion
Technology: $39 Billion
Financial Services: $7.08 Billion
Industrials: $6.11 Billion
Consumer Cyclical: $3.16 Billion
Consumer Defensive: $3.11 Billion
Communication Services: $2.58 Billion
Healthcare: $849 Million
Other: $1.54 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.6 Billion 20.54% of portfolio
50,928
Q3 2025 Added 3.33%
$0
$27.4 Billion 18.43% of portfolio
40,992
Q3 2025 Added 3.94%
$465B
$14.5 Billion 9.71% of portfolio
77,489
Q3 2025 Reduced 1.44%
$4.3T
$6.32 Billion 4.25% of portfolio
24,828
Q3 2025 Reduced 4.77%
$102B
$5.83 Billion 3.91% of portfolio
40,687
Q3 2025 Added 7.05%
$342B
$5.28 Billion 3.54% of portfolio
28,921
Q3 2025 Added 8.3%
$3.78T
$4.61 Billion 3.1% of portfolio
8,900
Q3 2025 Reduced 1.77%
$662B
$3.87 Billion 2.6% of portfolio
7,688
Q3 2025 Reduced 3.89%
$39.4B
$3.79 Billion 2.55% of portfolio
5,282
Q3 2025 Added 5.51%
$0
$2.94 Billion 1.98% of portfolio
7,305
Q3 2025 Added 0.11%
$0
$2.82 Billion 1.89% of portfolio
49,612
Q3 2025 Added 30.45%
$404B
$2.6 Billion 1.75% of portfolio
2,814
Q3 2025 Added 0.5%
$0
$2.33 Billion 1.57% of portfolio
3,914
Q3 2025 Reduced 3.07%
$0
$1.87 Billion 1.26% of portfolio
2,812
Q3 2025 Added 1.96%
$2.39T
$1.85 Billion 1.25% of portfolio
8,441
Q3 2025 Reduced 1.24%
Wisdomtree Bitcoin Fd
-
$1.7 Billion 1.14% of portfolio
-
Q3 2025 Added 38.1%
$49.1B
$1.18 Billion 0.79% of portfolio
981
Q3 2025 Added 1.66%
$0
$1.16 Billion 0.78% of portfolio
56,165
Q3 2025 Reduced 0.82%
$1.37T
$888 Million 0.6% of portfolio
1,209
Q3 2025 Added 4.31%
$0
$762 Million 0.51% of portfolio
3,533
Q3 2025 Added 5.84%
$0
$761 Million 0.51% of portfolio
36,803
Q3 2025 Reduced 5.18%
$1.29T
$684 Million 0.46% of portfolio
1,538
Q3 2025 Reduced 2.6%
$0
$650 Million 0.44% of portfolio
33,225
Q3 2025 Reduced 4.29%
$0
$650 Million 0.44% of portfolio
1,388
Q3 2025 Added 0.07%
$413B
$623 Million 0.42% of portfolio
12,085
Q3 2025 Added 0.5%
$0
$628 Million 0.42% of portfolio
11,657
Q3 2025 Reduced 19.13%
$258B
$567 Million 0.38% of portfolio
3,388
Q3 2025 Added 0.71%
$533B
$539 Million 0.36% of portfolio
1,578
Q3 2025 Added 10.58%
$84.4B
$515 Million 0.35% of portfolio
2,623
Q3 2025 Added 29.21%
$265B
$484 Million 0.33% of portfolio
608
Q3 2025 Added 28.27%
$0
$455 Million 0.31% of portfolio
949
Q3 2025 Added 0.11%
$0
$458 Million 0.31% of portfolio
5,848
Q3 2025 Added 0.31%
$0
$427 Million 0.29% of portfolio
697
Q3 2025 Added 0.14%
$237B
$434 Million 0.29% of portfolio
1,832
Q3 2025 Reduced 1.19%
$38.8B
$435 Million 0.29% of portfolio
2,684
Q3 2025 Reduced 4.35%
$0
$418 Million 0.28% of portfolio
1,727
Q3 2025 Added 5.63%
$0
$415 Million 0.28% of portfolio
6,361
Q3 2025 Reduced 1.46%
$0
$408 Million 0.27% of portfolio
4,466
Q3 2025 Reduced 5.66%
$593B
$405 Million 0.27% of portfolio
1,439
Q3 2025 Added 0.21%
$0
$391 Million 0.26% of portfolio
19,857
Q3 2025 Reduced 4.22%
$0
$386 Million 0.26% of portfolio
4,317
Q3 2025 Added 0.47%
$0
$392 Million 0.26% of portfolio
8,249
Q4 2024 New
$0
$361 Million 0.24% of portfolio
1,775
Q3 2025 Reduced 14.33%
$169B
$335 Million 0.23% of portfolio
364
Q3 2025 Reduced 8.77%
$1.74T
$297 Million 0.2% of portfolio
1,221
Q3 2025 Reduced 4.39%
$881B
$286 Million 0.19% of portfolio
908
Q3 2025 Added 4.25%
$24.1B
$249 Million 0.17% of portfolio
5,876
Q3 2025 New
$82.8B
$255 Million 0.17% of portfolio
886
Q3 2025 Added 0.45%
$49.5B
$237 Million 0.16% of portfolio
1,400
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 362
  • Current Value $149 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 308 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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