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Financial Life Planners

Q1 2026 13F Holdings

  • Location
    tempe, AZ
  • Num holdings

    367

  • Value ($000)

    $130,444

  • Date Filed
    04/24/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NDQ

INVESCO QQQ TR UNIT SER 1

ETF
46090E103
$29.99M
23 %

51,962

I
IVV

ISHARES TR CORE S&P500 ETF

ETF
464287200
$27.5M
21 %

42,107

N
NVDA

NVIDIA CORPORATION COM

COM
67066G104
$13.35M
10 %

76,546

A
AAPL

APPLE INC COM

COM
037833100
$6.23M
5 %

24,556

P
PLTR

PALANTIR TECHNOLOGIES INC CL A

COM
69608A108
$4.22M
3 %

28,866

B
BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

COM
084670702
$3.54M
3 %

7,384

M
MSFT

MICROSOFT CORP COM

COM
594918104
$3.18M
2 %

8,600

H
HOOD

ROBINHOOD MKTS INC COM CL A

COM
770700102
$2.85M
2 %

41,121

C
COST

COSTCO WHOLESALE CORPORATION COM

COM
22160K105
$2.69M
2 %

2,705

M
MGK

VANGUARD WORLD FD MEGA GRWTH IND

MUTUAL FUND
921910816
$2.4M
2 %

6,522

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