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Financial Life Planners

Q4 2025 13F Holdings

  • Location
    tempe, AZ
  • Num holdings

    61

  • Value ($000)

    $139,306

  • Date Filed
    01/29/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NDQ

INVESCO QQQ TRUNIT SER 1

ETF
46090E103
$32.01M
23 %

52,111

I
IVV

ISHARES TRCORE S&P500 ETF

ETF
464287200
$28.72M
21 %

41,934

N
NVDA

NVIDIA CORPORATIONCOM

COM
67066G104
$14.42M
10 %

77,337

A
AAPL

APPLE INCCOM

COM
037833100
$6.76M
5 %

24,876

P
PLTR

PALANTIR TECHNOLOGIES INCCL A

COM
69608A108
$5.25M
4 %

29,513

H
HOOD

ROBINHOOD MKTS INCCOM CL A

COM
770700102
$4.68M
3 %

41,395

M
MSFT

MICROSOFT CORPCOM

COM
594918104
$4.26M
3 %

8,812

B
BRK.B

BERKSHIRE HATHAWAY INC DELCL B NEW

COM
084670702
$3.75M
3 %

7,454

M
MGK

VANGUARD WORLD FDMEGA GRWTH IND

ETF
921910816
$2.98M
2 %

7,227

A
ARKF

ARK ETF TRBLOCKCHAIN & FIN

ETF
00214Q708
$2.67M
2 %

56,084

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