§ 13F · FUND PROFILE
Financial Life Planners.
AUM · $156M (13F)Positions · 339Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$74K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 53K | $39M | 25.2% | +3% |
| 2 | IVV | ISHARES TR | 44K | $33M | 21.1% | +4% |
| 3 | NVDA | NVIDIA CORPORATION | 77K | $15M | 9.9% | +1% |
| 4 | AAPL | APPLE INC | 24K | $7M | 4.5% | −2% |
| 5 | HOOD | ROBINHOOD MKTS INC | 38K | $4M | 2.4% | −8% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 7K | $4M | 2.3% | −3% |
| 7 | MSFT | MICROSOFT CORP | 8K | $3M | 2.0% | −3% |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | 26K | $3M | 1.9% | −11% |
| 9 | MGK | VANGUARD WORLD FD | 32K | $3M | 1.8% | +396% |
| 10 | MDY | STATE STR SPDR S&P MIDCAP 40 | 4K | $3M | 1.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Life Planners is a Other fund managing $156 million in assets. The fund runs a broad portfolio of 339 positions.
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