DOSSIER · 13F-HR · Q3 2026

Financial Life Planners

$151M in tracked AUM across 304 positions as of Q3 2026.

FL
CIK 0002053368 · last filed Sep 30, 2026
Total AUM
$151M
as of Q3 2026
Holdings
304
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Financial Life Planners filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$38M52K25.5%
02
IVV
ISHARES TR
$33M43K21.6%
03
NVDA
NVIDIA CORPORATION
$17M75K11.4%
04
AAPL
APPLE INC
$8M23K5.1%
05
HOOD
ROBINHOOD MKTS INC
$4M36K2.7%
06
MSFT
MICROSOFT CORP
$4M8K2.6%
07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$3M7K2.3%
08
MGK
VANGUARD WORLD FD
$3M28K1.7%
09
MDY
STATE STR SPDR S&P MIDCAP 40
$2M4K1.6%
10
COST
COSTCO WHOLESALE CORPORATION
$2M3K1.5%

Filing history

2026Q3Sep 30
$151M▼ 3.1%
304 positionsView →
2026Q2Jun 30
$156M▲ 19.3%
339 positionsView →
2026Q1Mar 31
$130M▼ 6.4%
367 positionsView →
2025Q4Dec 31
$139M▲ 169.1%
61 positionsView →
2025Q3Sep 30
$52M▼ 57.9%
172 positionsLocked
2025Q2Jun 30
$123M▲ 345.4%
54 positionsLocked
2025Q1Mar 31
$28M▼ 76.9%
36 positionsLocked
2024Q4Dec 31
$119M—
411 positionsLocked