Financial Life Planners

CIK

2053368

Location

TEMPE, AZ

Portfolio Value

Micro $88,254,696

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,955 / 8,605 ▲ 25 · as of Mar 2026

Top Industry

Semiconductors 28.7%

3Y Alpha vs SPY

-4.1%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+18.6%

SPY

+24.4%

Annualised alpha

-4.0%

Max drawdown

−21.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

218 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

34.0%

+0.5 pts

Top 5

65.0%

−1.0 pts

Top 10

79.7%

−2.4 pts

HHI

1,530

Moderately concentrated+5

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	42.3%	$37,320,112	14
Technology	33.2%	$29,291,291	39
Financial Services	10.4%	$9,180,361	29
Consumer Defensive	3.6%	$3,192,631	11
Consumer Cyclical	3.3%	$2,882,406	19
Industrials	3.2%	$2,828,064	31
Communication Services	1.2%	$1,078,874	8
Healthcare	1.0%	$899,409	26
Energy	0.8%	$671,896	11
Utilities	0.6%	$524,763	8
Real Estate	0.3%	$220,749	10
Basic Materials	0.2%	$164,140	12

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
HWM	Howmet Aerospace Inc.	+67	2,790	$642,983
BAC	Bank Of America Corp /De/	+65	12,062	$588,022
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+26	786	$265,628
GS	Goldman Sachs Group Inc	+18	783	$662,410
XOM	Exxon Mobil Corp	+13	1,963	$333,042
RTX	RTX Corp	+11	3,412	$658,174
CI	Cigna Group	+5	896	$239,008
IBM	International Business Machines Corp	+5	750	$181,792
ORCL	Oracle Corp	+4	1,446	$212,721
GE	General Electric Co	+2	880	$249,717
GOOGL	Alphabet Inc.	+1	864	$248,451
DHI	Horton D R Inc /De/	+1	1,403	$192,519
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	−8,278	191	$18,364
AXON	Axon Enterprise, Inc.	−4,391	286	$121,461
VST	Vistra Corp.	−1,885	101	$15,183
V	Visa Inc.	−1,263	184	$55,612
CRM	Salesforce, Inc.	−1,132	585	$109,201
NVDA	Nvidia Corp	−791	76,546	$13,349,622
NOW	ServiceNow, Inc.	−740	1,080	$112,914
SLV	iShares Silver Trust	−716	5,160	$351,602
PLTR	Palantir Technologies Inc.	−647	28,866	$4,222,518
NRG	Nrg Energy, Inc.	−361	2,593	$378,941
AAPL	Apple Inc.	−320	24,556	$6,232,067
HOOD	Robinhood Markets, Inc.	−274	41,121	$2,849,685
MSFT	Microsoft Corp	−212	8,600	$3,183,462
DIA	Spdr Dow Jones Industrial Average ETF Trust	−179	2,703	$1,252,002
QQQ	Invesco Qqq Trust, Series 1	−149	51,962	$29,991,427
AMZN	Amazon Com Inc	−140	8,578	$1,786,540
BTCW	WisdomTree Bitcoin Fund	−115	15,597	$1,118,460
MDY	Spdr S&P Midcap 400 ETF Trust	−73	3,808	$2,348,622
BRK-B	Berkshire Hathaway Inc	−70	7,384	$3,538,412
JPM	Jpmorgan Chase & Co	−57	855	$251,506
COST	Costco Wholesale Corp /New	−56	2,705	$2,695,343
META	Meta Platforms, Inc.	−29	1,187	$679,118
SPY	Spdr S&P 500 ETF Trust	−23	2,946	$1,915,901
AVGO	Broadcom Inc.	−12	1,737	$537,618
TSLA	Tesla, Inc.	−12	1,518	$564,316
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	487	$209,551
GEV	GE Vernova Inc.	235	$205,131
SRCE	1St Source Corp	2,853	$197,456
AMD	Advanced Micro Devices Inc	820	$166,812
WMT	Walmart Inc.	1,322	$164,298
LLY	ELI LILLY & Co	176	$161,879
CARR	CARRIER GLOBAL Corp	2,696	$151,811
ARM	Arm Holdings PLC /Uk	991	$149,918
MS	Morgan Stanley	910	$149,758
NET	Cloudflare, Inc.	670	$138,247
PM	Philip Morris International Inc.	832	$137,562
CAT	Caterpillar Inc	191	$135,315
TJX	Tjx Companies Inc /De/	783	$125,045
TRV	Travelers Companies, Inc.	360	$105,004
WFC	Wells Fargo & Company/Mn	1,255	$99,910
EW	Edwards Lifesciences Corp	1,200	$96,096
ISRG	Intuitive Surgical Inc	197	$90,815
HD	Home Depot, Inc.	260	$85,511
KO	Coca Cola Co	1,118	$85,023
FSK	FS KKR Capital Corp	8,009	$81,531
PH	Parker-Hannifin Corp	87	$77,885
ACN	Accenture plc	381	$75,548
AMAT	Applied Materials Inc /De	214	$73,143
BA	Boeing Co	367	$73,044
PKST	Peakstone Realty Trust	3,375	$70,503
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

218 positions · $88,254,696 total · as of Mar 31, 2026

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

Showing 1–50 of 218 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	Reduced	51,962	-149	$29,991,427	−6.3%	33.98%
NVDA	Nvidia Corp Technology	Reduced	76,546	-791	$13,349,622	−7.4%	15.13%
AAPL	Apple Inc. Technology	Reduced	24,556	-320	$6,232,067	−7.8%	7.06%
PLTR	Palantir Technologies Inc. Technology	Reduced	28,866	-647	$4,222,518	−19.5%	4.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,384	-70	$3,538,412	−5.6%	4.01%
MSFT	Microsoft Corp Technology	Reduced	8,600	-212	$3,183,462	−25.3%	3.61%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	41,121	-274	$2,849,685	−39.1%	3.23%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,705	-56	$2,695,343	+13.2%	3.05%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	3,808	-73	$2,348,622	+0.3%	2.66%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,946	-23	$1,915,901	−5.4%	2.17%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,578	-140	$1,786,540	−11.2%	2.02%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	2,703	-179	$1,252,002	−9.6%	1.42%
BTCW	WisdomTree Bitcoin Fund	Reduced	15,597	-115	$1,118,460	−23.2%	1.27%
META	Meta Platforms, Inc. Communication Services	Reduced	1,187	-29	$679,118	−15.4%	0.77%
GS	Goldman Sachs Group Inc Financial Services	Added	783	+18	$662,410	−1.5%	0.75%
RTX	RTX Corp Industrials	Added	3,412	+11	$658,174	+5.5%	0.75%
HWM	Howmet Aerospace Inc. Industrials	Added	2,790	+67	$642,983	+15.2%	0.73%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,062	+65	$588,022	−10.9%	0.67%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,518	-12	$564,316	−18.0%	0.64%
AVGO	Broadcom Inc. Technology	Reduced	1,737	-12	$537,618	−11.2%	0.61%
NRG	Nrg Energy, Inc. Utilities	Reduced	2,593	-361	$378,941	−19.4%	0.43%
SLV	iShares Silver Trust	Reduced	5,160	-716	$351,602	−7.1%	0.40%
XOM	Exxon Mobil Corp Energy	Added	1,963	+13	$333,042	+41.9%	0.38%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	786	+26	$265,628	+15.0%	0.30%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	855	-57	$251,506	−14.4%	0.28%
GE	General Electric Co Industrials	Added	880	+2	$249,717	−7.7%	0.28%
GOOGL	Alphabet Inc. Communication Services	Added	864	+1	$248,451	−8.0%	0.28%
CI	Cigna Group Healthcare	Added	896	+5	$239,008	−2.5%	0.27%
ORCL	Oracle Corp Technology	Added	1,446	+4	$212,721	−24.3%	0.24%
GLD	Spdr Gold Trust	NEW	487	NEW	$209,551	NEW	0.24%
GEV	GE Vernova Inc. Industrials	NEW	235	NEW	$205,131	NEW	0.23%
SRCE	1St Source Corp Financial Services	NEW	2,853	NEW	$197,456	NEW	0.22%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	1,403	+1	$192,519	−4.7%	0.22%
IBM	International Business Machines Corp Technology	Added	750	+5	$181,792	−17.6%	0.21%
AMD	Advanced Micro Devices Inc Technology	NEW	820	NEW	$166,812	NEW	0.19%
WMT	Walmart Inc. Consumer Defensive	NEW	1,322	NEW	$164,298	NEW	0.19%
LLY	ELI LILLY & Co Healthcare	NEW	176	NEW	$161,879	NEW	0.18%
CARR	CARRIER GLOBAL Corp Industrials	NEW	2,696	NEW	$151,811	NEW	0.17%
ARM	Arm Holdings PLC /Uk Technology	NEW	991	NEW	$149,918	NEW	0.17%
MS	Morgan Stanley Financial Services	NEW	910	NEW	$149,758	NEW	0.17%
NET	Cloudflare, Inc. Technology	NEW	670	NEW	$138,247	NEW	0.16%
PM	Philip Morris International Inc. Consumer Defensive	NEW	832	NEW	$137,562	NEW	0.16%
CAT	Caterpillar Inc Industrials	NEW	191	NEW	$135,315	NEW	0.15%
APP	AppLovin Corp Communication Services	Held	322	0	$128,156	−40.9%	0.15%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	783	NEW	$125,045	NEW	0.14%
AXON	Axon Enterprise, Inc. Industrials	Reduced	286	-4,391	$121,461	−95.4%	0.14%
NOW	ServiceNow, Inc. Technology	Reduced	1,080	-740	$112,914	−59.5%	0.13%
CRM	Salesforce, Inc. Technology	Reduced	585	-1,132	$109,201	−76.0%	0.12%
TRV	Travelers Companies, Inc. Financial Services	NEW	360	NEW	$105,004	NEW	0.12%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	1,255	NEW	$99,910	NEW	0.11%