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Financial Life Planners

Q2 2026 13F Holdings

  • Location
    tempe, AZ
  • Num holdings

    339

  • Value ($000)

    $155,625

  • Date Filed
    07/21/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$39.27M
25 %

53,324

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$32.87M
21 %

43,893

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$15.46M
10 %

77,281

A
AAPL

APPLE INC

COM
037833100
$6.96M
5 %

24,068

H
HOOD

ROBINHOOD MKTS INC

COM CL A
770700102
$3.81M
2 %

37,995

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$3.59M
2 %

7,182

M
MSFT

MICROSOFT CORP

COM
594918104
$3.11M
2 %

8,344

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$3M
2 %

25,680

M
MGK

VANGUARD WORLD FD

MEGA GRWTH IND
921910816
$2.84M
2 %

32,345

M
MDY

STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP
78467Y107
$2.64M
2 %

3,755

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