§ 13F · FUND PROFILE
Financial Life Planners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $122.9T (13F)Positions · 54Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TRUNIT SER 1 | 52K | $32.0T | 23.0% | +2% |
| 2 | IVV | ISHARES TRCORE S&P500 ETF | 42K | $28.7T | 20.6% | +2% |
| 3 | NVDA | NVIDIA CORPORATIONCOM | 77K | $14.4T | 10.4% | ±0% |
| 4 | AAPL | APPLE INCCOM | 25K | $6.8T | 4.9% | ±0% |
| 5 | PLTR | PALANTIR TECHNOLOGIES INCCL A | 30K | $5.2T | 3.8% | +2% |
| 6 | HOOD | ROBINHOOD MKTS INCCOM CL A | 41K | $4.7T | 3.4% | +2% |
| 7 | MSFT | MICROSOFT CORPCOM | 9K | $4.3T | 3.1% | −1% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DELCL B NEW | 7K | $3.7T | 2.7% | −3% |
| 9 | MGK | VANGUARD WORLD FDMEGA GRWTH IND | 7K | $3.0T | 2.1% | −1% |
| 10 | ARKF | ARK ETF TRBLOCKCHAIN & FIN | 56K | $2.7T | 1.9% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Life Planners is a Other fund managing $122920.0 trillion in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed