Financial Life Planners Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationtempe, AZ
- CIK0002053368
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
362 | $148.84 M | NDQ, IVV, NVDA, AAPL | 13F-HR | Nov 13, 2025 | 000205336825000005 | ||
54 | $122.92 M | NDQ, IVV, NVDA, AAPL | 13F-HR | Aug 8, 2025 | 000205336825000004 | ||
83 | $102.74 M | NDQ, IVV, NVDA, AAPL | 13F-HR | Apr 23, 2025 | 000205336825000002 | ||
411 | $119.31 M | NDQ, IVV, NVDA, AAPL | 13F-HR | Jan 24, 2025 | 000205336825000001 |