Financial Life Planners

Q2 2025 13F Holdings

  • Location
    tempe, AZ
  • Num holdings

    54

  • Value ($000)

    $122,920

  • Date Filed
    08/08/2025
  • Form type
    13F-HR
  • CIK
    0002053368
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$27.19M
22 %

49,287

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$24.49M
20 %

39,440

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$12.42M
10 %

78,622

AAPL
AAPL

APPLE INC

COM
037833100
$5.35M
4 %

26,071

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.51M
4 %

9,060

AXON
AXON

AXON ENTERPRISE INC

COM
05464C101
$4.14M
3 %

5,006

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$3.89M
3 %

7,999

PLTR
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$3.64M
3 %

26,705

HOOD
HOOD

ROBINHOOD MKTS INC

COM CL A
770700102
$3.56M
3 %

38,009

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$2.77M
2 %

2,800

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