Financial Life Planners
Follow13F filer, CIK 2053368, TEMPE, AZ
Financial Life Planners reported $139,306,098 across 61 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-29. Its ten largest share positions make up 75.74% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002053368-26-000001
- Period
- 2025-12-31
- Reported value
- $139M
- Holdings
- 61
- Top 10 weight
- 75.74%
- New
- 0
- Sold out
- 301
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| QQQadded | +1,183 | $727K |
| NFLXadded | +7,488 | $702K |
| IVVadded | +942 | $645K |
| AVGOadded | +1,316 | $455K |
| ARKFadded | +6,472 | $308K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| INVESCO BULLETSHARES 2025 CBexited | -36,803 | -$761K |
| AXONreduced | -605 | -$344K |
| IWOexited | -603 | -$193K |
| IYEexited | -3,682 | -$175K |
| SRCEexited | -2,818 | -$173K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 61 share positions
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| INVESCO BULLETSHARES 2025 CBINVESCO BULLETSHARES 2025 CB | 36,803 | $761K | shares |
| IWOISHARES TR | 603 | $193K | shares |
| IYEISHARES TR | 3,682 | $175K | shares |
| SRCE1ST SOURCE CORP | 2,818 | $173K | shares |
| GLDSPDR GOLD TR | 450 | $160K | shares |
| CARRCARRIER GLOBAL CORPORATION | 2,675 | $160K | shares |
| RSPINVESCO EXCHANGE TRADED FD T | 820 | $156K | shares |
| EFAISHARES TR | 1,622 | $151K | shares |
| FSKFS KKR CAP CORP | 9,848 | $147K | shares |
| NETCLOUDFLARE INC | 670 | $144K | shares |
| MSMORGAN STANLEY | 899 | $143K | shares |
| ARMARM HOLDINGS PLC | 991 | $140K | shares |
| IWBISHARES TR | 383 | $140K | shares |
| IJSISHARES TR | 1,241 | $137K | shares |
| WMTWALMART INC | 1,320 | $136K | shares |
| LLYELI LILLY & CO | 175 | $134K | shares |
| AMDADVANCED MICRO DEVICES INC | 820 | $133K | shares |
| XLESELECT SECTOR SPDR TR | 1,463 | $131K | shares |
| BILSPDR SERIES TRUST | 1,387 | $127K | shares |
| OTISOTIS WORLDWIDE CORP | 1,355 | $124K | shares |
| DVYISHARES TR | 870 | $124K | shares |
| IVEISHARES TR | 550 | $114K | shares |
| PMPHILIP MORRIS INTL INC | 697 | $113K | shares |
| TDGTRANSDIGM GROUP INC | 86 | $113K | shares |
| TJXTJX COS INC NEW | 778 | $113K | shares |
| CATCATERPILLAR INC | 230 | $110K | shares |
| WFCWELLS FARGO & CO | 1,246 | $104K | shares |
| XTISHARES TR | 1,449 | $104K | shares |
| HDHOME DEPOT INC | 256 | $104K | shares |
| TRVTRAVELERS COMPANIES INC | 357 | $99.7K | shares |
| ACNACCENTURE PLC IRELAND | 380 | $93.8K | shares |
| XLKSELECT SECTOR SPDR TR | 332 | $93.5K | shares |
| EWEDWARDS LIFESCIENCES CORP | 1,200 | $93.3K | shares |
| HOOGTHEMES ETF TR | 800 | $92.5K | shares |
| VBRVANGUARD INDEX FDS | 440 | $91.8K | shares |
| ISRGINTUITIVE SURGICAL INC | 197 | $88.1K | shares |
| SHYISHARES TR | 1,019 | $84.5K | shares |
| SSOPROSHARES TR | 736 | $82.5K | shares |
| SCHDSCHWAB STRATEGIC TR | 3,002 | $82K | shares |
| IJJISHARES TR | 625 | $81.1K | shares |
| IVWISHARES TR | 664 | $80.1K | shares |
| IYYISHARES TR | 491 | $79.7K | shares |
| BABOEING CO | 367 | $79.2K | shares |
| COFCAPITAL ONE FINL CORP | 356 | $75.6K | shares |
| KOCOCA COLA CO | 1,116 | $74K | shares |
| CTVACORTEVA INC | 978 | $66.2K | shares |
| PHPARKER-HANNIFIN CORP | 87 | $66K | shares |
| HIGHARTFORD INSURANCE GROUP INC | 493 | $65.8K | shares |
| GEVGE VERNOVA INC | 103 | $63.4K | shares |
| PGPROCTER & GAMBLE CO | 395 | $60.6K | shares |
| COINCOINBASE GLOBAL INC | 176 | $59.4K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 621 | $59.3K | shares |
| SDYSPDR SERIES TRUST | 420 | $58.9K | shares |
| MDYGSPDR SERIES TRUST | 639 | $58.6K | shares |
| RSGREPUBLIC SVCS INC | 254 | $58.4K | shares |
| PEGPUBLIC SVC ENTERPRISE GROUP | 672 | $56.1K | shares |
| NANRSPDR INDEX SHS FDS | 854 | $55.2K | shares |
| PTIRGRANITESHARES ETF TR | 1,680 | $54.5K | shares |
| HYGISHARES TR | 666 | $54.1K | shares |
| ETNEATON CORP PLC | 144 | $53.9K | shares |
| BLKBLACKROCK INC | 44 | $51.5K | shares |
| PGRPROGRESSIVE CORP | 202 | $49.9K | shares |
| CVSCVS HEALTH CORP | 656 | $49.5K | shares |
| LOPEGRAND CANYON ED INC | 225 | $49.4K | shares |
| IAUISHARES GOLD TR | 675 | $49.1K | shares |
| MCDMCDONALDS CORP | 162 | $49.1K | shares |
| XHBSPDR SERIES TRUST | 435 | $48.2K | shares |
| IXUSISHARES TR | 568 | $46.9K | shares |
| ADCAGREE RLTY CORP | 646 | $45.9K | shares |
| XLVSELECT SECTOR SPDR TR | 323 | $45K | shares |
| RPGINVESCO EXCHANGE TRADED FD T | 938 | $44.8K | shares |
| CBCHUBB LIMITED | 157 | $44.3K | shares |
| IVOOVANGUARD ADMIRAL FDS INC | 400 | $44.2K | shares |
| PKSTPEAKSTONE REALTY TRUST | 3,358 | $44.1K | shares |
| AMATAPPLIED MATLS INC | 213 | $43.6K | shares |
| AXPAMERICAN EXPRESS CO | 130 | $43.2K | shares |
| CPRXCATALYST PHARMACEUTICALS INC | 2,124 | $41.8K | shares |
| FIXCOMFORT SYS USA INC | 50 | $41.5K | shares |
| UFEBINNOVATOR ETFS TRUST | 1,096 | $39.2K | shares |
| PNCPNC FINL SVCS GROUP INC | 195 | $39.1K | shares |
| AJGGALLAGHER ARTHUR J & CO | 125 | $38.8K | shares |
| COPCONOCOPHILLIPS | 408 | $38.6K | shares |
| LQDISHARES TR | 346 | $38.6K | shares |
| CMECME GROUP INC | 142 | $38.4K | shares |
| ADIANALOG DEVICES INC | 156 | $38.3K | shares |
| DSIISHARES TR | 299 | $37.6K | shares |
| MGVVANGUARD WORLD FD | 272 | $37.4K | shares |
| BMNRBITMINE IMMERSION TECHS INC | 716 | $37.2K | shares |
| LOWLOWES COS INC | 145 | $36.4K | shares |
| WMBWILLIAMS COS INC | 565 | $35.8K | shares |
| QQQJINVESCO EXCH TRADED FD TR II | 986 | $35.3K | shares |
| EWCISHARES INC | 690 | $34.9K | shares |
| FLNGFLEX LNG LTD | 1,374 | $34.6K | shares |
| NSCNORFOLK SOUTHN CORP | 115 | $34.5K | shares |
| ETENERGY TRANSFER L P | 1,999 | $34.3K | shares |
| AGNCAGNC INVT CORP | 3,457 | $33.8K | shares |
| NVONOVO-NORDISK A S | 603 | $33.5K | shares |
| GDGENERAL DYNAMICS CORP | 96 | $32.7K | shares |
| BANRBANNER CORP | 489 | $32K | shares |
| UNHUNITEDHEALTH GROUP INC | 92 | $31.8K | shares |
| DHRDANAHER CORP DEL | 160 | $31.7K | shares |
| MRSHMARSH & MCLENNAN COS INC | 157 | $31.7K | shares |
| CEGCONSTELLATION ENERGY CORP | 96 | $31.7K | shares |
| RBRKRUBRIK INC. | 382 | $31.4K | shares |
| IBITISHARES BITCOIN TRUST ETF | 480 | $31.2K | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 110 | $29.9K | shares |
| ITOTISHARES TR | 204 | $29.8K | shares |
| UNILEVER PLCUNILEVER PLC | 498 | $29.5K | shares |
| BPBP PLC | 814 | $28K | shares |
| QUALISHARES TR | 144 | $27.9K | shares |
| SCHBSCHWAB STRATEGIC TR | 1,061 | $27.3K | shares |
| IUSGISHARES TR | 165 | $27.2K | shares |
| IYFISHARES TR | 214 | $27.1K | shares |
| XLCSELECT SECTOR SPDR TR | 226 | $26.8K | shares |
| NOCNORTHROP GRUMMAN CORP | 44 | $26.6K | shares |
| DDDUPONT DE NEMOURS INC | 341 | $26.6K | shares |
| SHLDGLOBAL X FDS | 369 | $25.9K | shares |
| SPYGSPDR SERIES TRUST | 246 | $25.7K | shares |
| MCHIISHARES TR | 388 | $25.6K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 650 | $25.5K | shares |
| FTECFIDELITY COVINGTON TRUST | 114 | $25.3K | shares |
| SUSAISHARES TR | 185 | $25.1K | shares |
| DOVDOVER CORP | 150 | $25K | shares |
| XSWSPDR SERIES TRUST | 125 | $24.8K | shares |
| USBUS BANCORP | 510 | $24.6K | shares |
| IYKISHARES TR | 358 | $24.5K | shares |
| VGKVANGUARD INTL EQUITY INDEX F | 304 | $24.3K | shares |
| STXFEA SERIES TRUST | 562 | $24.3K | shares |
| NEENEXTERA ENERGY INC | 315 | $23.8K | shares |
| BITXVOLATILITY SHS TR | 423 | $23.3K | shares |
| MOALTRIA GROUP INC | 352 | $23.3K | shares |
| ABBVABBVIE INC | 100 | $23.2K | shares |
| EOGEOG RES INC | 206 | $23.1K | shares |
| IJRISHARES TR | 191 | $22.7K | shares |
| CNBSAMPLIFY ETF TR | 766 | $22.7K | shares |
| FCXFREEPORT MCMORAN INC | 577 | $22.6K | shares |
| RWKINVESCO EXCH TRADED FD TR II | 176 | $22.1K | shares |
| MCHPMICROCHIP TECHNOLOGY INC. | 341 | $21.9K | shares |
| GBTCGRAYSCALE BITCOIN TRUST ETF | 244 | $21.9K | shares |
| ETHAISHARES ETHEREUM TR | 684 | $21.6K | shares |
| ANAUTONATION INC | 97 | $21.2K | shares |
| LNGCHENIERE ENERGY INC | 90 | $21.2K | shares |
| SPGIS&P GLOBAL INC | 43 | $21.1K | shares |
| MAMASTERCARD INCORPORATED | 35 | $19.9K | shares |
| PAAPLAINS ALL AMERN PIPELINE L | 1,152 | $19.7K | shares |
| VOTVANGUARD INDEX FDS | 66 | $19.5K | shares |
| CORCENCORA INC | 62 | $19.4K | shares |
| VLOVALERO ENERGY CORP | 112 | $19K | shares |
| METMETLIFE INC | 229 | $18.9K | shares |
| MMM3M CO | 114 | $17.7K | shares |
| BLOKAMPLIFY ETF TR | 256 | $17.2K | shares |
| NVDLGRANITESHARES ETF TR | 176 | $16.5K | shares |
| ITAISHARES TR | 78 | $16.3K | shares |
| EWPISHARES INC | 329 | $16.3K | shares |
| RGRSTURM RUGER & CO INC | 372 | $16.2K | shares |
| EWTISHARES INC | 254 | $16.2K | shares |
| MTUMISHARES TR | 62 | $15.9K | shares |
| EGPEASTGROUP PPTYS INC | 93 | $15.8K | shares |
| MARMARRIOTT INTL INC NEW | 61 | $15.8K | shares |
| AMTAMERICAN TOWER CORP | 78 | $15K | shares |
| TXNTEXAS INSTRS INC | 82 | $15K | shares |
| SOSOUTHERN CO | 154 | $14.6K | shares |
| RXRXRECURSION PHARMACEUTICALS IN | 2,986 | $14.6K | shares |
| AWKAMERICAN WTR WKS CO INC NEW | 103 | $14.4K | shares |
| LINLINDE PLC | 30 | $14.2K | shares |
| ABTABBOTT LABORATORIES | 100 | $13.4K | shares |
| ESEVERSOURCE ENERGY | 188 | $13.3K | shares |
| MDLZMONDELEZ INTL INC | 210 | $13.1K | shares |
| BITOPROSHARES TR | 660 | $13K | shares |
| ASMLASML HLDG NV | 13 | $12.6K | shares |
| VICIVICI PPTYS INC | 378 | $12.3K | shares |
| VLTOVERALTO CORP | 115 | $12.2K | shares |
| NFXLDIREXION SHARES ETF TRUST | 216 | $12.1K | shares |
| VRTVERTIV HOLDINGS CO | 80 | $12.1K | shares |
| BBARRICK MNG CORP | 359 | $11.8K | shares |
| IWNISHARES TR | 66 | $11.7K | shares |
| AOAISHARES TR | 131 | $11.6K | shares |
| CRBNISHARES TR | 50 | $11.3K | shares |
| SPGSIMON PPTY GROUP INC NEW | 60 | $11.3K | shares |
| DDOGDATADOG INC | 79 | $11.2K | shares |
| AYIACUITY INC | 32 | $10.9K | shares |
| CSCOCISCO SYS INC | 156 | $10.7K | shares |
| VEAVANGUARD TAX-MANAGED FDS | 171 | $10.2K | shares |
| NUENUCOR CORP | 75 | $10.2K | shares |
| VTIVANGUARD INDEX FDS | 30 | $9.98K | shares |
| LUVSOUTHWEST AIRLS CO | 310 | $9.91K | shares |
| CSQCALAMOS STRATEGIC TOTAL RETU | 513 | $9.9K | shares |
| SOXXISHARES TR | 36 | $9.87K | shares |
| BNDVANGUARD BD INDEX FDS | 132 | $9.82K | shares |
| VBKVANGUARD INDEX FDS | 32 | $9.58K | shares |
| INTCINTEL CORP | 259 | $8.68K | shares |
| VTWOVANGUARD SCOTTSDALE FDS | 88 | $8.62K | shares |
| RRRICHTECH ROBOTICS INC | 2,000 | $8.58K | shares |
| VTRVENTAS INC | 122 | $8.54K | shares |
| IWVISHARES TR | 22 | $8.48K | shares |
| SAPSAP SE | 30 | $8.14K | shares |
| SCHGSCHWAB STRATEGIC TR | 250 | $7.99K | shares |
| MCKMCKESSON CORP | 10 | $7.78K | shares |
| JPSTJ P MORGAN EXCHANGE TRADED F | 153 | $7.78K | shares |
| TUASIMPLIFY EXCHANGE TRADED FUN | 353 | $7.72K | shares |
| PEPPEPSICO INC | 50 | $7.02K | shares |
| GDDYGODADDY INC | 48 | $6.57K | shares |
| AALAMERICAN AIRLINES GROUP INC | 572 | $6.43K | shares |
| WSOWATSCO INC | 16 | $6.29K | shares |
| DISDISNEY WALT CO | 54 | $6.22K | shares |
| VBVANGUARD INDEX FDS | 24 | $6.14K | shares |
| VCSHVANGUARD SCOTTSDALE FDS | 76 | $6.1K | shares |
| TTDTHE TRADE DESK INC | 120 | $5.88K | shares |
| TENBTENABLE HLDGS INC | 200 | $5.83K | shares |
| QQEWFIRST TR EXCHANGE-TRADED FD | 40 | $5.67K | shares |
| CGNTCOGNYTE SOFTWARE LTD | 666 | $5.59K | shares |
| CWBSPDR SERIES TRUST | 62 | $5.59K | shares |
| SYKSTRYKER CORPORATION | 15 | $5.48K | shares |
| CRWVCOREWEAVE INC | 40 | $5.47K | shares |
| MSOSADVISORSHARES TR | 1,140 | $5.46K | shares |
| IYGISHARES TR | 60 | $5.42K | shares |
| VGTVANGUARD WORLD FD | 7 | $5.29K | shares |
| ORLYOREILLY AUTOMOTIVE INC | 42 | $4.53K | shares |
| IUSVISHARES TR | 45 | $4.5K | shares |
| USMVISHARES TR | 43 | $4.11K | shares |
| WDAYWORKDAY INC | 17 | $4.09K | shares |
| QCOMQUALCOMM INC | 22 | $3.65K | shares |
| IDUISHARES TR | 32 | $3.55K | shares |
| BSXBOSTON SCIENTIFIC CORP | 36 | $3.52K | shares |
| MGMMGM RESORTS INTERNATIONAL | 100 | $3.47K | shares |
| GBILGOLDMAN SACHS ETF TR | 33 | $3.35K | shares |
| CRCLCIRCLE INTERNET GROUP INC | 25 | $3.31K | shares |
| TAT&T INC | 116 | $3.27K | shares |
| MONOGRAM TECHNOLOGIES INCMONOGRAM TECHNOLOGIES INC | 500 | $2.94K | shares |
| CCLCARNIVAL CORP | 100 | $2.89K | shares |
| ETORETORO GROUP LTD | 62 | $2.56K | shares |
| FTVFORTIVE CORP | 52 | $2.55K | shares |
| WSMWILLIAMS SONOMA INC | 13 | $2.54K | shares |
| BTCGRAYSCALE BITCOIN MINI TR ET | 48 | $2.43K | shares |
| MUBISHARES TR | 20 | $2.09K | shares |
| CHWYCHEWY INC | 50 | $2.02K | shares |
| SBUXSTARBUCKS CORP | 24 | $2K | shares |
| SPHDINVESCO EXCH TRADED FD TR II | 40 | $1.98K | shares |
| NNOXNANO X IMAGING LTD | 534 | $1.98K | shares |
| URIUNITED RENTALS INC | 2 | $1.94K | shares |
| RDIVINVESCO EXCH TRADED FD TR II | 35 | $1.8K | shares |
| BOTZGLOBAL X FDS | 49 | $1.74K | shares |
| NIONIO INC | 207 | $1.58K | shares |
| IDRVISHARES TR | 40 | $1.48K | shares |
| ROKROCKWELL AUTOMATION INC | 4 | $1.4K | shares |
| PANWPALO ALTO NETWORKS INC | 6 | $1.22K | shares |
| EMBISHARES TR | 13 | $1.21K | shares |
| ESGVVANGUARD WORLD FD | 10 | $1.2K | shares |
| DGSWISDOMTREE TR | 21 | $1.18K | shares |
| ESGEISHARES INC | 27 | $1.16K | shares |
| HONHONEYWELL INTL INC | 5 | $1.14K | shares |
| MUMICRON TECHNOLOGY INC | 6 | $1.01K | shares |
| DTDYNATRACE INC | 19 | $921 | shares |
| ESGUISHARES TR | 6 | $887 | shares |
| XYZBLOCK INC | 12 | $868 | shares |
| VNTVONTIER CORPORATION | 20 | $852 | shares |
| GPROGOPRO INC | 400 | $848 | shares |
| MJAMPLIFY ETF TR | 21 | $785 | shares |
| RALRALLIANT CORP | 17 | $745 | shares |
| SUSCISHARES TR | 31 | $739 | shares |
| MOSMOSAIC CO | 18 | $624 | shares |
| BNDXVANGUARD CHARLOTTE FDS | 13 | $620 | shares |
| GGNGAMCO GLOBAL GOLD NAT RES & | 100 | $515 | shares |
| QQQMINVESCO EXCH TRADED FD TR II | 2 | $495 | shares |
| IAGGISHARES TR | 9 | $481 | shares |
| STIPISHARES TR | 4 | $428 | shares |
| NVAXNOVAVAX INC | 49 | $425 | shares |
| SNAPSNAP INC | 54 | $417 | shares |
| BABAALIBABA GROUP HLDG LTD | 2 | $377 | shares |
| JMSIJ P MORGAN EXCHANGE TRADED F | 7 | $365 | shares |
| NACPTIDAL TRUST III | 7 | $345 | shares |
| ARKQARK ETF TR | 3 | $341 | shares |
| VOTETCW ETF TRUST | 4 | $319 | shares |
| SHESPDR SERIES TRUST | 2 | $259 | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 3 | $245 | shares |
| VTIPVANGUARD MALVERN FDS | 4 | $209 | shares |
| LUMNLUMEN TECHNOLOGIES INC | 29 | $178 | shares |
| ARKKARK ETF TR | 2 | $177 | shares |
| PFEPFIZER INC | 7 | $174 | shares |
| CGCCANOPY GROWTH CORPORATION | 114 | $167 | shares |
| ESMLISHARES TR | 3 | $138 | shares |
| AVYAVERY DENNISON CORP | 1 | $133 | shares |
| DJTTRUMP MEDIA & TECHNOLOGY GRO | 6 | $99 | shares |
| ESGDISHARES TR | 1 | $96 | shares |
| WELLWELLTOWER INC | 0 | $76 | shares |
| MTRNMATERION CORP | 1 | $75 | shares |
| XLISELECT SECTOR SPDR TR | 0 | $72 | shares |
| NEMNEWMONT CORP | 1 | $56 | shares |
| MRKMERCK & CO INC | 1 | $53 | shares |
| EBAYEBAY INC. | 1 | $51 | shares |
| APHAMPHENOL CORP | 0 | $50 | shares |
| EAGGISHARES TR | 1 | $50 | shares |
| XLBSELECT SECTOR SPDR TR | 1 | $48 | shares |
| SPCEVIRGIN GALACTIC HOLDINGS INC | 10 | $39 | shares |
| IYJISHARES TR | 0 | $37 | shares |
| DNOWDNOW INC | 2 | $31 | shares |
| MFAMFA FINL INC | 3 | $26 | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 1 | $25 | shares |
| ALEXALEXANDER & BALDWIN INC | 1 | $24 | shares |
| PFIGINVESCO EXCH TRADED FD TR II | 0 | $7 | shares |
| ALTOALTO INGREDIENTS INC | 4 | $5 | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002053368-26-000001 | base | 2026-01-29 | acceptance time not in the bulk data set |