Financial Life Planners Portfolio Holdings

Financial Life Planners

  • $139 Billion
  • Q4 2025

Financial Life Planners has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 61 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 $32B, Ishares Core S&P 500 ETF with a value of $28.7B, Nvidia Corp with a value of $14.4B, Apple Inc. with a value of $6.76B, and Palantir Technologies Inc. with a value of $5.25B.

Examining the 13F form we can see an decrease of $9.54B in the current position value, from $149B to 139B.

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 $139 Billion
ETFs: $81.4 Billion
Technology: $37.7 Billion
Financial Services: $5.88 Billion
Industrials: $4.11 Billion
Consumer Cyclical: $2.9 Billion
Consumer Defensive: $2.38 Billion
Communication Services: $2.26 Billion
Utilities: $791 Million
Other: $480 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $139 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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