DOSSIER · 13F-HR · Q2 2026

Financial Life Planners

$156M in tracked AUM across 339 positions as of Q2 2026.

FL
CIK 0002053368 · last filed Jun 30, 2026
Total AUM
$156M
as of Q2 2026
Holdings
339
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Financial Life Planners filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$39M53K25.2%
02
IVV
ISHARES TR
$33M44K21.1%
03
NVDA
NVIDIA CORPORATION
$15M77K9.9%
04
AAPL
APPLE INC
$7M24K4.5%
05
HOOD
ROBINHOOD MKTS INC
$4M38K2.4%
06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$4M7K2.3%
07
MSFT
MICROSOFT CORP
$3M8K2.0%
08
PLTR
PALANTIR TECHNOLOGIES INC
$3M26K1.9%
09
MGK
VANGUARD WORLD FD
$3M32K1.8%
10
MDY
STATE STR SPDR S&P MIDCAP 40
$3M4K1.7%

Filing history

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 positionsView →
2025Q2Jun 30
$123M 345.4%
54 positionsLocked
2025Q1Mar 31
$28M 76.9%
36 positionsLocked
2024Q4Dec 31
$119M
411 positionsLocked