Financial Life Planners Portfolio Holdings

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.