Financial Life Planners
Top Portfolio Positions
218 positions ·
$88,254,696 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
51,962 | $29,991,427 | 33.98% | |
| NVDA |
Nvidia Corp
Technology
|
76,546 | $13,349,622 | 15.13% | |
| AAPL |
Apple Inc.
Technology
|
24,556 | $6,232,067 | 7.06% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
28,866 | $4,222,518 | 4.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
7,384 | $3,538,412 | 4.01% | |
| MSFT |
Microsoft Corp
Technology
|
8,600 | $3,183,462 | 3.61% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
41,121 | $2,849,685 | 3.23% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,705 | $2,695,343 | 3.05% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
3,808 | $2,348,622 | 2.66% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,946 | $1,915,901 | 2.17% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SRCE
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $197,456 | 2,853 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $173,476 | 2,818 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $166,511 | 2,784 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $47,929 | 821 | Shares | Sole | 2025-01-24 | |
| No 13F history on record for this holder in this stock. | ||||||