Financial Life Planners

CIK

2053368

Location

TEMPE, AZ

Portfolio Value

Small $104,456,084

Diversification

Moderately concentrated

Filing Date

Global Rank

#1,873 / 3,203 ▲ 4094

Top Industry

Semiconductors 31.4%

3Y Alpha vs SPY

-5.6%

Period ended 30 days ago

Filed Jul 21, 2026 · 9d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+12.8%

SPY

+21.4%

Annualised alpha

-5.7%

Max drawdown

−21.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

37.6%

+3.6 pts

Top 5

66.2%

+1.2 pts

Top 10

79.1%

−0.6 pts

HHI

1,750

Moderately concentrated+220

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	45.0%	$47,049,680	14
Technology	30.9%	$32,258,995	38
Financial Services	10.3%	$10,713,292	30
Industrials	4.3%	$4,467,512	33
Consumer Cyclical	3.1%	$3,284,253	19
Consumer Defensive	2.9%	$3,031,192	11
Communication Services	1.2%	$1,241,651	8
Healthcare	1.0%	$1,032,691	25
Energy	0.6%	$591,915	12
Utilities	0.4%	$457,739	8
Basic Materials	0.2%	$166,997	12
Real Estate	0.2%	$160,167	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
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
NVDA	Nvidia Corp	+735	77,281	$15,463,155
CAT	Caterpillar Inc	+556	747	$795,480
GOOGL	Alphabet Inc.	+320	1,184	$423,126
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
BAC	Bank Of America Corp /De/	+53	12,115	$690,312
FSSL	FS Specialty Lending Fund	+53	1,518	$16,925
ETN	Eaton Corp plc	+36	181	$77,127
ET	Energy Transfer LP	+35	2,109	$40,324
FLNG	Flex LNG Ltd.	+35	1,486	$41,697
XOM	ExxonMobil Holdings Corp	+34	1,997	$273,029
BTCW	WisdomTree Bitcoin Fund	+31	15,628	$968,936
PAA	Plains All American Pipeline LP	+23	1,226	$27,290
RTX	RTX Corp	+14	3,426	$650,014
NVO	Novo Nordisk A S	+14	617	$29,578
GLD	Spdr Gold Trust	+13	500	$184,190
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
META	Meta Platforms, Inc.	−61	1,126	$634,264
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
SPY	Spdr S&P 500 ETF Trust	−15	2,931	$2,188,782
SPGI	S&P Global Inc.	−13	30	$11,558
ISRG	Intuitive Surgical Inc	−9	188	$74,763
TSLA	Tesla, Inc.	−9	1,509	$634,685
SBUX	Starbucks Corp	−6	17	$1,737
DIA	Spdr Dow Jones Industrial Average ETF Trust	−3	2,700	$1,410,453
HON	Honeywell International Inc	−3	2	$447
NFLX	Netflix Inc	−1	190	$13,566
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	180	$30,754
BNY	Bank of New York Mellon Corp	50	$7,230
ENB	Enbridge Inc	100	$5,421
HONA	Honeywell Aerospace Inc.	2	$441
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
PKST	Peakstone Realty Trust	3,375	$70,503
GDDY	GoDaddy Inc.	48	$3,968
BSX	Boston Scientific Corp	36	$2,259
URI	United Rentals, Inc.	2	$1,457
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

219 tracked positions · $104,456,084 total · 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 219 positions by value · page 1 of 5

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%	37.59%
NVDA	Nvidia Corp Technology	Added	77,281	+735	$15,463,155	+15.8%	14.80%
AAPL	Apple Inc. Technology	Reduced	24,068	-488	$6,964,316	+11.7%	6.67%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	37,995	-3,126	$3,810,138	+33.7%	3.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,182	-202	$3,593,800	+1.6%	3.44%
MSFT	Microsoft Corp Technology	Reduced	8,344	-256	$3,112,478	−2.2%	2.98%
PLTR	Palantir Technologies Inc. Technology	Reduced	25,680	-3,186	$2,996,085	−29.0%	2.87%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	3,755	-53	$2,641,041	+12.5%	2.53%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,715	+10	$2,539,801	−5.8%	2.43%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,931	-15	$2,188,782	+14.2%	2.10%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,752	+174	$2,085,951	+16.8%	2.00%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	2,700	-3	$1,410,453	+12.7%	1.35%
GS	Goldman Sachs Group Inc Financial Services	Added	1,084	+301	$1,096,325	+65.5%	1.05%
HWM	Howmet Aerospace Inc. Industrials	Added	3,949	+1,159	$1,061,728	+65.1%	1.02%
AVGO	Broadcom Inc. Technology	Added	2,657	+920	$1,003,681	+86.7%	0.96%
BTCW	WisdomTree Bitcoin Fund	Added	15,628	+31	$968,936	−13.4%	0.93%
CAT	Caterpillar Inc Industrials	Added	747	+556	$795,480	+487.9%	0.76%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,115	+53	$690,312	+17.4%	0.66%
RTX	RTX Corp Industrials	Added	3,426	+14	$650,014	−1.2%	0.62%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,509	-9	$634,685	+12.5%	0.61%
META	Meta Platforms, Inc. Communication Services	Reduced	1,126	-61	$634,264	−6.6%	0.61%
GEV	GE Vernova Inc. Industrials	Added	443	+208	$520,462	+153.7%	0.50%
AMD	Advanced Micro Devices Inc Technology	Held	820	0	$476,346	+185.6%	0.46%
GOOGL	Alphabet Inc. Communication Services	Added	1,184	+320	$423,126	+70.3%	0.41%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	859	+73	$410,232	+54.4%	0.39%
ARM	Arm Holdings PLC /Uk Technology	Held	991	0	$351,378	+134.4%	0.34%
GE	General Electric Co Industrials	Added	881	+1	$329,256	+31.9%	0.32%
NRG	Nrg Energy, Inc. Utilities	Reduced	2,138	-455	$312,276	−17.6%	0.30%
JPM	Jpmorgan Chase & Co Financial Services	Added	859	+4	$281,176	+11.8%	0.27%
SLV	iShares Silver Trust	Held	5,160	0	$275,905	−21.5%	0.26%
XOM	ExxonMobil Holdings Corp Energy	Added	1,997	+34	$273,029	−18.0%	0.26%
CI	Cigna Group Healthcare	Added	901	+5	$248,387	+3.9%	0.24%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	1,404	+1	$228,683	+18.8%	0.22%
ORCL	Oracle Corp Technology	Added	1,450	+4	$212,497	−0.1%	0.20%
IBM	International Business Machines Corp Technology	Added	754	+4	$212,032	+16.6%	0.20%
LLY	ELI LILLY & Co Healthcare	Held	176	0	$211,099	+30.4%	0.20%
CARR	CARRIER GLOBAL Corp Industrials	Added	2,706	+10	$198,485	+30.7%	0.19%
MS	Morgan Stanley Financial Services	Added	915	+5	$191,271	+27.7%	0.18%
GLD	Spdr Gold Trust	Added	500	+13	$184,190	−12.1%	0.18%
APP	AppLovin Corp Communication Services	Held	322	0	$165,904	+29.5%	0.16%
NET	Cloudflare, Inc. Technology	Held	670	0	$164,337	+18.9%	0.16%
AMAT	Applied Materials Inc /De Technology	Held	214	0	$154,722	+111.5%	0.15%
PM	Philip Morris International Inc. Consumer Defensive	Added	840	+8	$151,964	+10.5%	0.15%
WMT	Walmart Inc. Consumer Defensive	Added	1,328	+6	$150,409	−8.5%	0.14%
SRCE	1St Source Corp Financial Services	Reduced	1,791	-1,062	$146,109	−26.0%	0.14%
AXON	Axon Enterprise, Inc. Industrials	Reduced	219	-67	$122,773	+1.1%	0.12%
MU	Micron Technology Inc Technology	Held	106	0	$122,354	+241.7%	0.12%
TRV	Travelers Companies, Inc. Financial Services	Added	361	+1	$119,173	+13.5%	0.11%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	785	+2	$118,927	−4.9%	0.11%
EW	Edwards Lifesciences Corp Healthcare	Held	1,200	0	$108,552	+13.0%	0.10%

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.