Financial Life Planners

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    tempe, AZ
  • CIK
    0002053368
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

54

$122.92M
NDQ, IVV, NVDA, AAPL
13F-HR
Aug 8, 2025
000205336825000004

83

$102.74M
NDQ, IVV, NVDA, AAPL
13F-HR
Apr 23, 2025
000205336825000002

411

$119.31M
NDQ, IVV, NVDA, AAPL
13F-HR
Jan 24, 2025
000205336825000001
Financial Life Planners 13F Filings