Financial Life Planners
13F Portfolio Filings
Most recent 13F Q1 2026Location tempe, AZCIK 0002053368All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
367 | $130.44M | NDQ, IVV, NVDA, AAPL | 13F-HR | Apr 24, 2026 | 000205336826000002 | ||
61 | $139.31M | NDQ, IVV, NVDA, AAPL | 13F-HR | Jan 29, 2026 | 000205336826000001 | ||
362 | $148.84M | NDQ, IVV, NVDA, AAPL | 13F-HR | Nov 13, 2025 | 000205336825000005 | ||
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 | $119.32M | NDQ, IVV, NVDA, AAPL | 13F-HR | Jan 24, 2025 | 000205336825000001 |