13F-HR filed by Financial Life Planners
Financial Life Planners filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-29, with 61 holding rows worth $139,306,098.
- Accession
- 0002053368-26-000001
- Filer
- CIK 2053368
- Filed
- 2026-01-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 61 entries on the cover page, a total value of $139,306,098 stated on the cover page (in dollars after the unit check, H1), rows summing to $139,306,098 with VALUE read as dollars as filed, 13F file number 028-24613. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO QQQ TR | 46090E103 | COM | 52,111 | $32,012,126 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 41,934 | $28,722,404 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 77,337 | $14,423,369 | dollars as filed | |
| Apple Inc | 037833100 | COM | 24,876 | $6,762,928 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 29,513 | $5,245,907 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 41,395 | $4,681,783 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 8,812 | $4,261,635 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 7,454 | $3,746,833 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 7,227 | $2,982,902 | dollars as filed | |
| ARK ETF TR | 00214Q708 | BLOC FIN INN ETF | 56,084 | $2,671,304 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 4,677 | $2,656,396 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 2,761 | $2,381,241 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 3,881 | $2,341,278 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,969 | $2,024,748 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 8,718 | $2,012,386 | dollars as filed | |
| WISDOMTREE BITCOIN FD | 97720F101 | SHS BEN INT | 15,712 | $1,456,143 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 2,882 | $1,385,135 | dollars as filed | |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 46138J643 | ETF | 53,999 | $1,112,389 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,216 | $802,631 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 8,469 | $794,016 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 3,562 | $782,771 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,530 | $687,880 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 765 | $672,802 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 11,997 | $659,849 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,390 | $657,737 | dollars as filed | |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 46138J791 | ETF | 32,726 | $640,603 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 11,620 | $636,423 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 3,401 | $623,781 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,749 | $605,256 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 2,723 | $558,238 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,447 | $507,463 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 5,865 | $470,469 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 2,954 | $470,391 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 951 | $463,840 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,717 | $454,966 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 700 | $439,007 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,752 | $431,316 | dollars as filed | |
| IJH | 464287507 | COM | 6,217 | $410,342 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F664 | FT VEST US EQT | 8,249 | $404,106 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 4,340 | $400,559 | dollars as filed | |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 46138J783 | ETF | 20,059 | $395,969 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,261 | $395,674 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 5,876 | $378,532 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 4,189 | $370,718 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,713 | $360,360 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 1,986 | $320,438 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 912 | $294,014 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,442 | $281,007 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,820 | $278,806 | dollars as filed | |
| General Electric Company | 369604301 | COM | 878 | $270,597 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 863 | $270,198 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 891 | $245,187 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,950 | $234,654 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 760 | $231,012 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 2,354 | $228,012 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 2,156 | $227,914 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 745 | $220,599 | dollars as filed | |
| PROSHARES TR | 74347R206 | PSHS ULTRA QQQ | 3,094 | $217,833 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 322 | $216,971 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 1,490 | $210,383 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 1,402 | $201,867 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002053368-26-000001 | this filing | 2026-01-29 | acceptance time not in the bulk data set |