Financial Life Planners Portfolio Holdings

Financial Life Planners

  • $123 Billion
  • Q2 2025

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$471B
$12.4 Billion 10.11% of portfolio
78,622
Q2 2025 Added 0.19%
$4.13T
$5.35 Billion 4.35% of portfolio
26,071
Q2 2025 Reduced 13.02%
$3.84T
$4.51 Billion 3.67% of portfolio
9,060
Q2 2025 Reduced 32.45%
$51.2B
$4.14 Billion 3.37% of portfolio
5,006
Q2 2025 Added 336.82%
$654B
$3.89 Billion 3.16% of portfolio
7,999
Q2 2025 Added 14.93%
$367B
$3.64 Billion 2.96% of portfolio
26,705
Q2 2025 New
$122B
$3.56 Billion 2.9% of portfolio
38,009
Q2 2025 New
$406B
$2.77 Billion 2.25% of portfolio
2,800
Q2 2025 Added 14.61%
$2.27T
$1.88 Billion 1.53% of portfolio
8,547
Q2 2025 Added 0.2%
$517B
$1.29 Billion 1.05% of portfolio
965
Q2 2025 Added 200.62%
$779B
$937 Million 0.76% of portfolio
1,202
Q2 2025 Reduced 18.95%
$1.65T
$855 Million 0.7% of portfolio
1,159
Q2 2025 Added 0.17%
$405B
$569 Million 0.46% of portfolio
12,025
Q2 2025 Reduced 0.72%
$566B
$507 Million 0.41% of portfolio
1,427
Q2 2025 Added 395.49%
$239B
$506 Million 0.41% of portfolio
1,854
Q2 2025 Reduced 2.52%
$1.38T
$502 Million 0.41% of portfolio
1,579
Q2 2025 Reduced 7.71%
$39.3B
$451 Million 0.37% of portfolio
2,806
Q2 2025 Added 18.8%
$184B
$410 Million 0.33% of portfolio
399
Q2 2025 Reduced 4.32%
$79.4B
$378 Million 0.31% of portfolio
2,030
Q2 2025 Added 83.38%
$266B
$336 Million 0.27% of portfolio
474
Q2 2025 Added 15.61%
$779B
$314 Million 0.26% of portfolio
1,436
Q2 2025 Added 0.42%
$90.6B
$291 Million 0.24% of portfolio
882
Q2 2025 Added 0.57%
$902B
$252 Million 0.21% of portfolio
871
Q2 2025 Added 9.7%
$1.5T
$227 Million 0.18% of portfolio
1,277
Q2 2025 Reduced 23.3%
$257B
$221 Million 0.18% of portfolio
751
Q2 2025 Added 18.83%
$464B
$207 Million 0.17% of portfolio
1,916
Q2 2025 Added 0.95%
$0
$200 Million 0.16% of portfolio
9,658
Q2 2025 Added 1.9%

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
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