Financial Life Planners Incresed Positions in Q3 2025

Financial Life Planners

  • $149 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.64K
+ 3.33%
$546.99 - $602.2 $898K - $988K
50.9K $30.6B
IVV
Ishares Core S&P 500 ETF

ETFs
1.55K
+ 3.94%
$620.67 - $670.08 $963K - $1.04M
41K $27.4B
HOOD
Robinhood Markets, Inc.

Technology
2.68K
+ 7.05%
$91.27 - $143.18 $244K - $383K
40.7K $5.83B
PLTR
Palantir Technologies Inc.

Technology
2.22K
+ 8.3%
$130.68 - $186.97 $290K - $414K
28.9K $5.28B
ARKF
Ark ETF Tr Fintech Innovation

ETFs
11.6K
+ 30.45%
$49.31 - $57.77 $571K - $669K
49.6K $2.82B
Wisdomtree Bitcoin Fd
3.86K
+ 38.1%
N/A
14K $1.7B
MGK
Vanguard Mega Cap Growth ETF

ETFs
8
+ 0.11%
$362.31 - $405.74 $2.9K - $3.25K
7.31K $2.94B
SPY
Spdr S&P 500 ETF Trust

ETFs
54
+ 1.96%
$617.65 - $666.84 $33.4K - $36K
2.81K $1.87B
GS
Goldman Sachs Group Inc

Financial Services
134
+ 28.27%
$696.56 - $806.32 $93.3K - $108K
608 $484M
HWM
Howmet Aerospace Inc.

Industrials
593
+ 29.21%
$171.0 - $196.23 $101K - $116K
2.62K $515M
VIG
Vanguard Dividend Appreciation

ETFs
195
+ 5.84%
N/A
3.53K $762M
RTX
Raytheon Technologies Corp

Industrials
24
+ 0.71%
$144.19 - $167.33 $3.46K - $4.02K
3.39K $567M
IWM
Ishares Russell 2000 ETF

ETFs
92
+ 5.63%
$214.92 - $244.84 $19.8K - $22.5K
1.73K $418M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.07%
$420.11 - $472.68 $420 - $473
1.39K $650M
BAC
Bank Of America Corp

Financial Services
60
+ 0.5%
$44.92 - $52.42 $2.7K - $3.15K
12.1K $623M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.11%
$433.97 - $484.08 $434 - $484
949 $455M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
18
+ 0.31%
$72.65 - $78.68 $1.31K - $1.42K
5.85K $458M
JPM
Jpmorgan Chase & CO

Financial Services
37
+ 4.25%
$282.78 - $316.06 $10.5K - $11.7K
908 $286M
META
Meta Platforms, Inc.

Communication Services
50
+ 4.31%
$695.21 - $791.73 $34.8K - $39.6K
1.21K $888M
V
Visa Inc.

Financial Services
151
+ 10.58%
$332.09 - $358.86 $50.1K - $54.2K
1.58K $539M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.14%
$567.77 - $614.76 $568 - $615
697 $427M
VONV
Vanguard Russell 1000 Value Et

ETFs
20
+ 0.47%
$84.55 - $89.54 $1.69K - $1.79K
4.32K $386M
XOM
Exxon Mobil Corp

Energy
17
+ 0.89%
$105.83 - $117.22 $1.8K - $1.99K
1.93K $218M
CI
Cigna Corp

Healthcare
4
+ 0.45%
$262.23 - $334.39 $1.05K - $1.34K
886 $255M
FSK
Fs Kkr Capital Corp

Financial Services
190
+ 1.97%
$14.93 - $22.48 $2.84K - $4.27K
9.85K $147M
NFLX
Netflix Inc

Communication Services
16
+ 1.66%
$1147.87 - $1297.18 $18.4K - $20.8K
981 $1.18B
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 0.5%
$915.95 - $994.57 $12.8K - $13.9K
2.81K $2.6B
AXON
Axon Enterprise, Inc.

Industrials
276
+ 5.51%
$698.02 - $870.97 $193K - $240K
5.28K $3.79B
Activity Summary
Buys All Purchases 337 New Holdings 308 Increased Positions 29 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Life Planners Portfolio

Follow Financial Life Planners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Life Planners, based on Form 13F filings with the SEC.

News

Stay updated on Financial Life Planners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email