§ 13F · FUND PROFILE
Financial Life Planners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $149M (13F)Positions · 362Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR UNIT SER 1 | 52K | $30M | 23.0% | ±0% |
| 2 | IVV | ISHARES TR CORE S&P500 ETF | 42K | $28M | 21.1% | ±0% |
| 3 | NVDA | NVIDIA CORPORATION COM | 77K | $13M | 10.2% | −1% |
| 4 | AAPL | APPLE INC COM | 25K | $6M | 4.8% | −1% |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC CL A | 29K | $4M | 3.2% | −2% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 7K | $4M | 2.7% | −1% |
| 7 | MSFT | MICROSOFT CORP COM | 9K | $3M | 2.4% | −2% |
| 8 | HOOD | ROBINHOOD MKTS INC COM CL A | 41K | $3M | 2.2% | −1% |
| 9 | COST | COSTCO WHOLESALE CORPORATION COM | 3K | $3M | 2.1% | −2% |
| 10 | MGK | VANGUARD WORLD FD MEGA GRWTH IND | 7K | $2M | 1.8% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Life Planners is a Other fund managing $149 million in assets. The fund runs a broad portfolio of 362 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed