Financial Life Planners Portfolio Holdings

Financial Life Planners

  • $103 Billion
  • Q1 2025

Financial Life Planners has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $103 Billion distributed in 83 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 $21.4B, Ishares Core S&P 500 ETF with a value of $20.5B, Nvidia Corp with a value of $8.51B, Apple Inc. with a value of $6.66B, and Microsoft Corp with a value of $5.04B.

Examining the 13F form we can see an decrease of $16.6B in the current position value, from $119B to 103B.

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 $103 Billion
ETFs: $65 Billion
Technology: $21.6 Billion
Financial Services: $5.2 Billion
Consumer Defensive: $2.74 Billion
Consumer Cyclical: $2.36 Billion
Healthcare: $1.77 Billion
Industrials: $1.72 Billion
Communication Services: $1.4 Billion
Other: $451 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$431B
$8.51 Billion 8.28% of portfolio
78,475
Q1 2025 Reduced 6.34%
$3.38T
$6.66 Billion 6.48% of portfolio
29,974
Q1 2025 Added 4.11%
$3.81T
$5.04 Billion 4.9% of portfolio
13,413
Q1 2025 Reduced 9.93%
$631B
$3.71 Billion 3.61% of portfolio
6,960
Q1 2025 Reduced 1.51%
$422B
$2.31 Billion 2.25% of portfolio
2,443
Q1 2025 Reduced 1.05%
$2.28T
$1.62 Billion 1.58% of portfolio
8,530
Q1 2025 Reduced 4.09%
$724B
$1.22 Billion 1.19% of portfolio
1,483
Q1 2025 Reduced 1.26%
$1.62T
$667 Million 0.65% of portfolio
1,157
Q1 2025 Added 28.27%
$260B
$510 Million 0.5% of portfolio
1,902
Q1 2025 Reduced 0.21%
$377B
$505 Million 0.49% of portfolio
12,112
Q1 2025 Reduced 4.91%
$223B
$443 Million 0.43% of portfolio
3,348
Q1 2025 Reduced 0.3%
$1.01T
$443 Million 0.43% of portfolio
1,711
Q1 2025 Reduced 1.44%
$567B
$299 Million 0.29% of portfolio
321
Q1 2025 Added 0.63%
$1.12T
$260 Million 0.25% of portfolio
1,665
Q1 2025 New
$465B
$226 Million 0.22% of portfolio
1,898
Q1 2025 Added 76.56%
$241B
$224 Million 0.22% of portfolio
410
Q1 2025 Added 1,608.33%
$671B
$200 Million 0.19% of portfolio
1,430
Q1 2025 Reduced 1.52%
$1.07T
$178 Million 0.17% of portfolio
1,153
Q1 2025 Reduced 61.63%
$253B
$157 Million 0.15% of portfolio
632
Q1 2025 Added 92.1%
$269B
$127 Million 0.12% of portfolio
243
Q1 2025 Reduced 7.95%
$278B
$109 Million 0.11% of portfolio
686
Q1 2025 Reduced 4.06%
$284B
$110 Million 0.11% of portfolio
550
Q1 2025 Added 0.36%
$258B
$115 Million 0.11% of portfolio
1,311
Q1 2025 Added 0.31%
$368B
$116 Million 0.11% of portfolio
316
Q1 2025 Reduced 2.77%
$572B
$101 Million 0.1% of portfolio
288
Q1 2025 Reduced 3.36%
$239B
$103 Million 0.1% of portfolio
887
Q1 2025 Added 0.57%
$369B
$104 Million 0.1% of portfolio
611
Q1 2025 Added 38.55%
$305B
$101 Million 0.1% of portfolio
1,407
Q1 2025 Reduced 14.78%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $103 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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