Financial Life Planners

CIK

2053368

Location

TEMPE, AZ

Portfolio Value

Small $155,511,192

Diversification

Diversified

Filing Date

Global Rank

#7,270 / 8,794 ▲ 573 · as of Jun 2026

Top Industry

Semiconductors 30.9%

Period ended 3 months ago

Filed Jul 21, 2026 · 2mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

257 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.3%

−6.0 pts

Top 5

66.9%

+7.2 pts

Top 10

76.7%

+3.3 pts

HHI

1,412

Diversified+110

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	62.4%	$97,098,194	50
Technology	20.7%	$32,259,067	38
Financial Services	7.2%	$11,213,667	32
Industrials	2.9%	$4,467,564	33
Consumer Cyclical	2.1%	$3,284,253	19
Consumer Defensive	1.9%	$3,031,192	11
Communication Services	1.2%	$1,814,405	8
Healthcare	0.6%	$965,934	25
Energy	0.4%	$591,915	12
Utilities	0.3%	$457,739	8
Basic Materials	0.1%	$166,997	12
Real Estate	0.1%	$160,265	9

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	+25,874	32,689	$2,896,857
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+8,842	81,274	$38,572,075
FNDA	Schwab Fundamental U.S. Small Company ETF	+6,936	11,825	$528,794
VB	Vanguard Morningstar Small-Cap ETF	+4,882	6,998	$1,196,068
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+2,624	10,711	$1,375,232
QQQ	Invesco Qqq Trust, Series 1	+1,362	53,324	$39,267,793
HWM	Howmet Aerospace Inc.	+1,159	3,949	$1,061,728
RR	Richtech Robotics Inc.	+1,000	3,000	$6,330
AVGO	Broadcom Inc.	+920	2,657	$1,003,681
GOOGL	Alphabet Inc.	+779	2,805	$995,873
NVDA	Nvidia Corp	+735	77,281	$15,463,155
CAT	Caterpillar Inc	+556	747	$795,480
AAPB	GraniteShares ETF Trust GraniteShares 2x Long AAPL Daily ETF	+389	3,797	$56,760
BITX	2x Bitcoin ETF	+350	1,063	$10,970
GS	Goldman Sachs Group Inc	+301	1,084	$1,096,325
BMNR	Bitmine Immersion Technologies, Inc.	+288	1,340	$17,835
GEV	GE Vernova Inc.	+208	443	$520,462
AMZN	Amazon Com Inc	+174	8,752	$2,085,951
AGNC	AGNC Investment Corp.	+129	3,826	$41,703
INTC	Intel Corp	+100	659	$92,016
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+73	859	$410,232
IVZ	Invesco Ltd.	+64	426	$40,869
FSSL	FS Specialty Lending Fund	+53	1,518	$16,925
BAC	Bank Of America Corp /De/	+53	12,115	$690,312
ETN	Eaton Corp plc	+36	181	$77,127
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	−8,111	95,884	$1,913,858
FSK	FS KKR Capital Corp	−5,993	2,016	$21,168
PLTR	Palantir Technologies Inc.	−3,186	25,680	$2,996,085
HOOD	Robinhood Markets, Inc.	−3,126	37,995	$3,810,138
STT	State Street Corp	−2,911	8,559	$458,847
SRCE	1St Source Corp	−1,062	1,791	$146,109
AAPL	Apple Inc.	−488	24,068	$6,964,316
NRG	Nrg Energy, Inc.	−455	2,138	$312,276
MSFT	Microsoft Corp	−256	8,344	$3,112,478
DD	DuPont de Nemours, Inc.	−229	115	$15,598
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	−228	885	$0
AIEQ	Amplify AI Powered Equity ETF	−227	787	$22,914
BRK-B	Berkshire Hathaway Inc	−202	7,182	$3,593,800
NOW	ServiceNow, Inc.	−159	921	$91,436
LOPE	Grand Canyon Education, Inc.	−76	121	$17,316
AXON	Axon Enterprise, Inc.	−67	219	$122,773
BNDW	Vanguard Total World Bond ETF	−67	4,381	$467,088
META	Meta Platforms, Inc.	−61	1,126	$634,264
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−61	4,545	$380,843
MDY	Spdr S&P Midcap 400 ETF Trust	−53	3,755	$2,641,041
V	Visa Inc.	−50	134	$45,974
COIN	Coinbase Global, Inc.	−49	26	$3,800
ACN	Accenture plc	−37	344	$42,807
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−23	141	$7,130
SPY	Spdr S&P 500 ETF Trust	−15	2,931	$2,188,782
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	180	$30,754
VXUS	Vanguard Total International Stock ETF	135	$11,541
BNY	Bank of New York Mellon Corp	50	$7,230
ENB	Enbridge Inc	100	$5,421
HONA	Honeywell Aerospace Inc.	2	$442
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	966	$35,065
CGCB	Capital Group Core Bond ETF	1,211	$30,429
CGUS	Capital Group Core Equity ETF	342	$13,139
—		133	$11,769
CGDV	Capital Group Dividend Value ETF	204	$8,678
CGGG	Capital Group U.S. Large Growth ETF	149	$4,374
CGGR	Capital Group Growth ETF	108	$4,340
CGIE	Capital Group International Equity ETF	127	$4,295
GDDY	GoDaddy Inc.	48	$3,968
CGNG	Capital Group New Geography Equity ETF	108	$3,409
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	34	$3,406
CGDG	Capital Group Dividend Growers ETF	86	$3,087
BSX	Boston Scientific Corp	36	$2,259
CGGO	Capital Group Global Growth Equity ETF	64	$2,135
URI	United Rentals, Inc.	2	$1,457
BNDX	Vanguard Total International Bond ETF	13	$624
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	4	$199
—		3,375	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

257 tracked positions · $155,511,192 total · filing declares 340 positions · $155,625,076 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 257 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	53,324	+1,362	$39,267,793	+30.9%	25.25%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	81,274	+8,842	$38,572,075	—	24.80%
NVDA	Nvidia Corp Technology	Added	77,281	+735	$15,463,155	+15.8%	9.94%
AAPL	Apple Inc. Technology	Reduced	24,068	-488	$6,964,316	+11.7%	4.48%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	37,995	-3,126	$3,810,138	+33.7%	2.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,182	-202	$3,593,800	+1.6%	2.31%
MSFT	Microsoft Corp Technology	Reduced	8,344	-256	$3,112,478	−2.2%	2.00%
PLTR	Palantir Technologies Inc. Technology	Reduced	25,680	-3,186	$2,996,085	−29.0%	1.93%
EDV	Vanguard World Funds Extended Duration ETF	Added	32,689	+25,874	$2,896,857	+456.0%	1.86%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	3,755	-53	$2,641,041	+12.5%	1.70%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,715	+10	$2,539,801	−5.8%	1.63%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,931	-15	$2,188,782	+14.2%	1.41%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,752	+174	$2,085,951	+16.8%	1.34%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Reduced	95,884	-8,111	$1,913,858	−8.0%	1.23%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	2,700	-3	$1,410,453	+12.7%	0.91%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	10,711	+2,624	$1,375,232	+97.3%	0.88%
VB	Vanguard Morningstar Small-Cap ETF	Added	6,998	+4,882	$1,196,068	+100.5%	0.77%
VIG	Vanguard Dividend Appreciation ETF	Added	7,245	+14	$1,120,607	+9.8%	0.72%
GS	Goldman Sachs Group Inc Financial Services	Added	1,084	+301	$1,096,325	+65.5%	0.70%
HWM	Howmet Aerospace Inc. Industrials	Added	3,949	+1,159	$1,061,728	+65.1%	0.68%
AVGO	Broadcom Inc. Technology	Added	2,657	+920	$1,003,681	+86.7%	0.65%
GOOGL	Alphabet Inc. Communication Services	Added	2,805	+779	$995,873	+71.2%	0.64%
BTCW	WisdomTree Bitcoin Fund	Added	15,628	+31	$968,936	−13.4%	0.62%
CAT	Caterpillar Inc Industrials	Added	747	+556	$795,480	+487.9%	0.51%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,115	+53	$690,312	+17.4%	0.44%
RTX	RTX Corp Industrials	Added	3,426	+14	$650,014	−1.2%	0.42%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,509	-9	$634,685	+12.5%	0.41%
META	Meta Platforms, Inc. Communication Services	Reduced	1,126	-61	$634,264	−6.6%	0.41%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	11,825	+6,936	$528,794	+245.6%	0.34%
GEV	GE Vernova Inc. Industrials	Added	443	+208	$520,462	+153.7%	0.33%
ANEW	ProShares MSCI Transformational Changes ETF	Added	6,694	+9	$493,767	—	0.32%
AMD	Advanced Micro Devices Inc Technology	Held	820	0	$476,346	+185.6%	0.31%
BNDW	Vanguard Total World Bond ETF	Reduced	4,381	-67	$467,088	+11.9%	0.30%
STT	State Street Corp Financial Services	Reduced	8,559	-2,911	$458,847	−19.0%	0.30%
AFGR	First Trust Active Factor Large Cap Growth ETF	Held	8,249	0	$431,340	+9.7%	0.28%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	859	+73	$410,232	+54.4%	0.26%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	4,545	-61	$380,843	+2.9%	0.24%
ARM	Arm Holdings PLC /Uk Technology	Held	991	0	$351,378	+134.4%	0.23%
GE	General Electric Co Industrials	Added	881	+1	$329,256	+31.9%	0.21%
NRG	Nrg Energy, Inc. Utilities	Reduced	2,138	-455	$312,276	−17.6%	0.20%
JPM	Jpmorgan Chase & Co Financial Services	Added	859	+4	$281,176	+11.8%	0.18%
SLV	iShares Silver Trust	Held	5,160	0	$275,905	−21.5%	0.18%
XOM	ExxonMobil Holdings Corp Energy	Added	1,997	+34	$273,029	−18.0%	0.18%
CI	Cigna Group Healthcare	Added	901	+5	$248,387	+3.9%	0.16%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	1,754	-10	$233,362	+15.3%	0.15%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	1,404	+1	$228,683	+18.8%	0.15%
ORCL	Oracle Corp Technology	Added	1,450	+4	$212,497	−0.1%	0.14%
IBM	International Business Machines Corp Technology	Added	754	+4	$212,032	+16.6%	0.14%
LLY	ELI LILLY & Co Healthcare	Held	176	0	$211,099	+30.4%	0.14%
CARR	CARRIER GLOBAL Corp Industrials	Added	2,706	+10	$198,485	+30.7%	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.