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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.4 Billion 20.85% of portfolio
45,680
Q1 2025 Reduced 1.13%
$0
$20.5 Billion 19.95% of portfolio
36,475
Q1 2025 Reduced 0.43%
$271B
$8.51 Billion 8.28% of portfolio
78,475
Q1 2025 Reduced 6.34%
$3.42T
$6.66 Billion 6.48% of portfolio
29,974
Q1 2025 Added 4.11%
$2.95T
$5.04 Billion 4.9% of portfolio
13,413
Q1 2025 Reduced 9.93%
$694B
$3.71 Billion 3.61% of portfolio
6,960
Q1 2025 Reduced 1.51%
$0
$2.67 Billion 2.6% of portfolio
5,000
Q1 2025 Reduced 6.31%
$0
$2.48 Billion 2.41% of portfolio
12,437
Q1 2025 Reduced 15.77%
$440B
$2.31 Billion 2.25% of portfolio
2,443
Q1 2025 Reduced 1.05%
$0
$2.2 Billion 2.14% of portfolio
7,120
Q1 2025 Added 0.08%
$0
$1.95 Billion 1.9% of portfolio
23,839
Q1 2025 Reduced 37.69%
$0
$1.76 Billion 1.71% of portfolio
3,141
Q1 2025 Reduced 2.7%
$1.88T
$1.62 Billion 1.58% of portfolio
8,530
Q1 2025 Reduced 4.09%
$0
$1.54 Billion 1.49% of portfolio
3,657
Q1 2025 Added 1.95%
$854B
$1.22 Billion 1.19% of portfolio
1,483
Q1 2025 Reduced 1.26%
$0
$1.11 Billion 1.08% of portfolio
54,705
Q1 2025 Reduced 6.26%
$0
$707 Million 0.69% of portfolio
14,186
Q1 2025 Added 104.94%
$1.25T
$667 Million 0.65% of portfolio
1,157
Q1 2025 Added 28.27%
$0
$648 Million 0.63% of portfolio
3,338
Q1 2025 Added 0.48%
$0
$650 Million 0.63% of portfolio
33,364
Q1 2025 Added 1.04%
$43.6B
$603 Million 0.59% of portfolio
1,146
Q1 2025 Added 41.83%
$0
$523 Million 0.51% of portfolio
5,771
Q1 2025 Reduced 9.45%
$0
$515 Million 0.5% of portfolio
1,427
Q1 2025 Reduced 0.35%
$269B
$510 Million 0.5% of portfolio
1,902
Q1 2025 Reduced 0.21%
$320B
$505 Million 0.49% of portfolio
12,112
Q1 2025 Reduced 4.91%
$0
$471 Million 0.46% of portfolio
8,067
Q1 2025 Reduced 2.05%
$185B
$443 Million 0.43% of portfolio
3,348
Q1 2025 Reduced 0.3%
$891B
$443 Million 0.43% of portfolio
1,711
Q1 2025 Reduced 1.44%
$0
$420 Million 0.41% of portfolio
5,089
Q1 2025 Added 0.45%
Wisdomtree Bitcoin Fd Shs Ben Int
-
$422 Million 0.41% of portfolio
-
Q1 2025 Added 16.95%
$0
$395 Million 0.38% of portfolio
1,066
Q1 2025 Added 0.19%
$0
$393 Million 0.38% of portfolio
5,977
Q4 2024 New
$0
$388 Million 0.38% of portfolio
2,063
Q1 2025 Added 7.34%
$0
$381 Million 0.37% of portfolio
19,471
Q1 2025 Added 1.04%
$0
$371 Million 0.36% of portfolio
722
Q1 2025 Added 52.0%
$0
$342 Million 0.33% of portfolio
8,249
Q4 2024 New
$193B
$332 Million 0.32% of portfolio
417
Q1 2025 Added 10.03%
$504B
$299 Million 0.29% of portfolio
321
Q1 2025 Added 0.63%
$104B
$289 Million 0.28% of portfolio
877
Q1 2025 Reduced 1.02%
$0
$270 Million 0.26% of portfolio
3,238
Q1 2025 Reduced 9.4%
$979B
$260 Million 0.25% of portfolio
1,665
Q1 2025 New
$440B
$226 Million 0.22% of portfolio
1,898
Q1 2025 Added 76.56%
$25.8B
$226 Million 0.22% of portfolio
2,362
Q1 2025 Added 11.36%
$187B
$224 Million 0.22% of portfolio
410
Q1 2025 Added 1,608.33%
$718B
$195 Million 0.19% of portfolio
794
Q1 2025 Added 13.43%
$0
$197 Million 0.19% of portfolio
1,581
Q1 2025 Reduced 11.18%
$0
$199 Million 0.19% of portfolio
9,478
Q4 2024 New
$379B
$200 Million 0.19% of portfolio
1,430
Q1 2025 Reduced 1.52%
$0
$180 Million 0.18% of portfolio
3,649
Q1 2025 Reduced 5.29%

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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