Financial Life Planners
Q2 2025 13F Holdings
- Locationtempe, AZ
- Num holdings
54
- Value ($000)
$122,920
- Date Filed08/08/2025
- Form type13F-HR
- CIK0002053368
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $27.19 M | 22 % | 49,287 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $24.49 M | 20 % | 39,440 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $12.42 M | 10 % | 78,622 | ||
AAPL APPLE INC | COM | 037833100 | $5.35 M | 4 % | 26,071 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.51 M | 4 % | 9,060 | ||
AXON AXON ENTERPRISE INC | COM | 05464C101 | $4.14 M | 3 % | 5,006 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.89 M | 3 % | 7,999 | ||
PLTR PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $3.64 M | 3 % | 26,705 | ||
HOOD ROBINHOOD MKTS INC | COM CL A | 770700102 | $3.56 M | 3 % | 38,009 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $2.77 M | 2 % | 2,800 |
Rows Per Page
10
- 10
- 50
- 100