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
$80.1 Million 0.05% of portfolio
664
Q3 2025 New
$0
$79.7 Million 0.05% of portfolio
491
Q3 2025 New
$77.2B
$75.6 Million 0.05% of portfolio
356
Q3 2025 New
$114B
$79.2 Million 0.05% of portfolio
367
Q3 2025 New
$0
$81.1 Million 0.05% of portfolio
625
Q3 2025 New
$306B
$74 Million 0.05% of portfolio
1,116
Q3 2025 New
Graniteshares ETF Tr
-
$54.5 Million 0.04% of portfolio
-
Q3 2025 New
$42.6B
$65.8 Million 0.04% of portfolio
493
Q3 2025 New
$0
$54.1 Million 0.04% of portfolio
666
Q3 2025 New
$41.3B
$56.1 Million 0.04% of portfolio
672
Q3 2025 New
$107B
$66 Million 0.04% of portfolio
87
Q3 2025 New
$40.3B
$59.4 Million 0.04% of portfolio
176
Q3 2025 New
$47.4B
$66.2 Million 0.04% of portfolio
978
Q3 2025 New
$0
$58.6 Million 0.04% of portfolio
639
Q3 2025 New
$0
$58.9 Million 0.04% of portfolio
420
Q3 2025 New
$66.3B
$58.4 Million 0.04% of portfolio
254
Q3 2025 New
$167B
$59.3 Million 0.04% of portfolio
621
Q3 2025 New
$140B
$53.9 Million 0.04% of portfolio
144
Q3 2025 New
Ge Vernova Inc
-
$63.4 Million 0.04% of portfolio
-
Q3 2025 New
$0
$55.2 Million 0.04% of portfolio
854
Q3 2025 New
$0
$44.8 Million 0.03% of portfolio
938
Q3 2025 New
Peakstone Realty Trust
-
$44.1 Million 0.03% of portfolio
-
Q3 2025 New
$132B
$49.9 Million 0.03% of portfolio
202
Q3 2025 New
$0
$38.6 Million 0.03% of portfolio
346
Q3 2025 New
$0
$37.4 Million 0.03% of portfolio
272
Q3 2025 New
Blackrock Inc
-
$51.5 Million 0.03% of portfolio
-
Q3 2025 New
$0
$37.6 Million 0.03% of portfolio
299
Q3 2025 New
$0
$48.2 Million 0.03% of portfolio
435
Q3 2025 New
$0
$44.2 Million 0.03% of portfolio
400
Q3 2025 New
$0
$46.9 Million 0.03% of portfolio
568
Q3 2025 New
$224B
$49.1 Million 0.03% of portfolio
162
Q3 2025 New
$74.3B
$39.1 Million 0.03% of portfolio
195
Q3 2025 New
$0
$45 Million 0.03% of portfolio
323
Q3 2025 New
$65.3B
$49.1 Million 0.03% of portfolio
675
Q3 2025 New
$32.5B
$41.5 Million 0.03% of portfolio
50
Q3 2025 New
$113B
$38.6 Million 0.03% of portfolio
408
Q3 2025 New
$5.23B
$49.4 Million 0.03% of portfolio
225
Q3 2025 New
$197B
$43.6 Million 0.03% of portfolio
213
Q3 2025 New
$123B
$44.3 Million 0.03% of portfolio
157
Q3 2025 New
$103B
$49.5 Million 0.03% of portfolio
656
Q3 2025 New
$255B
$43.2 Million 0.03% of portfolio
130
Q3 2025 New
$0
$39.2 Million 0.03% of portfolio
1,096
Q3 2025 New
$118B
$38.3 Million 0.03% of portfolio
156
Q3 2025 New
$100B
$38.4 Million 0.03% of portfolio
142
Q3 2025 New
$5.89B
$45.9 Million 0.03% of portfolio
646
Q3 2025 New
$54.4B
$38.8 Million 0.03% of portfolio
125
Q3 2025 New
$2.38B
$41.8 Million 0.03% of portfolio
2,124
Q3 2025 New
-
$24.3 Million 0.02% of portfolio
-
Q3 2025 New
$65.7B
$34.5 Million 0.02% of portfolio
115
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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