Financial Life Planners
Q3 2025 13F Holdings
- Locationtempe, AZ
- Num holdings
362
- Value ($000)
$148,842
- Date Filed11/13/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $30.58 M | 21 % | 50,928 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $27.44 M | 18 % | 40,992 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $14.46 M | 10 % | 77,489 | ||
AAPL APPLE INC | COM | 037833100 | $6.32 M | 4 % | 24,828 | ||
HOOD ROBINHOOD MKTS INC | COM CL A | 770700102 | $5.83 M | 4 % | 40,687 | ||
PLTR PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $5.28 M | 4 % | 28,921 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.61 M | 3 % | 8,900 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3.87 M | 3 % | 7,688 | ||
AXON AXON ENTERPRISE INC | COM | 05464C101 | $3.79 M | 3 % | 5,282 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $2.94 M | 2 % | 7,305 |
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