Financial Life Planners
CIK: 0002053368SEC EDGAR →
Portfolio Value
$139.3B
Holdings
61
As of
Q4 2025
New Positions
303
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO QQQ TRUNIT SER 1 | 52,111 | $32.0B | 22.98% |
| 2 | ISHARES TRCORE S&P500 ETF | 41,934 | $28.7B | 20.62% |
| 3 | NVIDIA CORPORATIONCOM | 77,337 | $14.4B | 10.35% |
| 4 | APPLE INCCOM | 24,876 | $6.8B | 4.85% |
| 5 | PALANTIR TECHNOLOGIES INCCL A | 29,513 | $5.2B | 3.77% |
| 6 | ROBINHOOD MKTS INCCOM CL A | 41,395 | $4.7B | 3.36% |
| 7 | MICROSOFT CORPCOM | 8,812 | $4.3B | 3.06% |
| 8 | BERKSHIRE HATHAWAY INC DELCL B NEW | 7,454 | $3.7B | 2.69% |
| 9 | VANGUARD WORLD FDMEGA GRWTH IND | 7,227 | $3.0B | 2.14% |
| 10 | ARK ETF TRBLOCKCHAIN & FIN | 56,084 | $2.7B | 1.92% |
Quarterly Changes
Top Buys
Closed Positions (301)
$761.5M · 37K shares
$193.1M · 603 shares
$175.0M · 4K shares
$173.5M · 3K shares
$160.0M · 450 shares
$159.7M · 3K shares
$155.5M · 820 shares
$151.5M · 2K shares
$147.0M · 10K shares
$143.8M · 670 shares
$143.0M · 899 shares
$140.2M · 991 shares
$139.8M · 383 shares
$137.2M · 1K shares
$136.0M · 1K shares
$133.9M · 175 shares
$132.7M · 820 shares
$130.7M · 1K shares
$127.3M · 1K shares
$123.9M · 1K shares
$123.6M · 870 shares
$113.6M · 550 shares
$113.1M · 697 shares
$113.0M · 86 shares
$112.5M · 778 shares
$110.0M · 230 shares
$104.4M · 1K shares
$104.2M · 1K shares
$103.8M · 256 shares
$99.7M · 357 shares
$93.8M · 380 shares
$93.5M · 332 shares
$93.3M · 1K shares
$92.5M · 800 shares
$91.8M · 440 shares
$88.1M · 197 shares
$84.5M · 1K shares
$82.5M · 736 shares
$82.0M · 3K shares
$81.1M · 625 shares
$80.1M · 664 shares
$79.7M · 491 shares
$79.2M · 367 shares
$75.6M · 356 shares
$74.0M · 1K shares
$66.2M · 978 shares
$66.0M · 87 shares
$65.8M · 493 shares
$63.4M · 103 shares
$60.6M · 395 shares
$59.4M · 176 shares
$59.3M · 621 shares
$58.9M · 420 shares
$58.6M · 639 shares
$58.4M · 254 shares
$56.1M · 672 shares
$55.2M · 854 shares
$54.5M · 2K shares
$54.1M · 666 shares
$53.9M · 144 shares
$51.5M · 44 shares
$49.9M · 202 shares
$49.5M · 656 shares
$49.4M · 225 shares
$49.1M · 675 shares
$49.1M · 162 shares
$48.2M · 435 shares
$46.9M · 568 shares
$45.9M · 646 shares
$45.0M · 323 shares
$44.8M · 938 shares
$44.3M · 157 shares
$44.2M · 400 shares
$44.1M · 3K shares
$43.6M · 213 shares
$43.2M · 130 shares
$41.8M · 2K shares
$41.5M · 50 shares
$39.2M · 1K shares
$39.1M · 195 shares
$38.8M · 125 shares
$38.6M · 408 shares
$38.6M · 346 shares
$38.4M · 142 shares
$38.3M · 156 shares
$37.6M · 299 shares
$37.4M · 272 shares
$37.2M · 716 shares
$36.4M · 145 shares
$35.8M · 565 shares
$35.3M · 986 shares
$34.9M · 690 shares
$34.6M · 1K shares
$34.5M · 115 shares
$34.3M · 2K shares
$33.8M · 3K shares
$33.5M · 603 shares
$32.7M · 96 shares
$32.0M · 489 shares
$31.8M · 92 shares
$31.7M · 160 shares
$31.7M · 157 shares
$31.7M · 96 shares
$31.4M · 382 shares
$31.2M · 480 shares
$29.9M · 110 shares
$29.8M · 204 shares
$29.5M · 498 shares
$28.0M · 814 shares
$27.9M · 144 shares
$27.3M · 1K shares
$27.2M · 165 shares
$27.1M · 214 shares
$26.8M · 226 shares
$26.6M · 44 shares
$26.6M · 341 shares
$25.9M · 369 shares
$25.7M · 246 shares
$25.6M · 388 shares
$25.5M · 650 shares
$25.3M · 114 shares
$25.1M · 185 shares
$25.0M · 150 shares
$24.8M · 125 shares
$24.6M · 510 shares
$24.5M · 358 shares
$24.3M · 562 shares
$24.3M · 304 shares
$23.8M · 315 shares
$23.3M · 423 shares
$23.3M · 352 shares
$23.2M · 100 shares
$23.1M · 206 shares
$22.7M · 191 shares
$22.7M · 766 shares
$22.6M · 577 shares
$22.1M · 176 shares
$21.9M · 341 shares
$21.9M · 244 shares
$21.6M · 684 shares
$21.2M · 97 shares
$21.2M · 90 shares
$21.1M · 43 shares
$19.9M · 35 shares
$19.7M · 1K shares
$19.5M · 66 shares
$19.4M · 62 shares
$19.0M · 112 shares
$18.9M · 229 shares
$17.7M · 114 shares
$17.2M · 256 shares
$16.5M · 176 shares
$16.3M · 78 shares
$16.3M · 329 shares
$16.2M · 372 shares
$16.2M · 254 shares
$15.9M · 62 shares
$15.8M · 93 shares
$15.8M · 61 shares
$15.0M · 78 shares
$15.0M · 82 shares
$14.6M · 154 shares
$14.6M · 3K shares
$14.4M · 103 shares
$14.2M · 30 shares
$13.4M · 100 shares
$13.3M · 188 shares
$13.1M · 210 shares
$13.0M · 660 shares
$12.6M · 13 shares
$12.3M · 378 shares
$12.2M · 115 shares
$12.1M · 216 shares
$12.1M · 80 shares
$11.8M · 359 shares
$11.7M · 66 shares
$11.6M · 131 shares
$11.3M · 50 shares
$11.3M · 60 shares
$11.3M · 79 shares
$10.9M · 32 shares
$10.7M · 156 shares
$10.2M · 171 shares
$10.2M · 75 shares
$10.0M · 30 shares
$9.9M · 310 shares
$9.9M · 513 shares
$9.9M · 36 shares
$9.8M · 132 shares
$9.6M · 32 shares
$8.7M · 259 shares
$8.6M · 88 shares
$8.6M · 2K shares
$8.5M · 122 shares
$8.5M · 22 shares
$8.1M · 30 shares
$8.0M · 250 shares
$7.8M · 10 shares
$7.8M · 153 shares
$7.7M · 353 shares
$7.0M · 50 shares
$6.6M · 48 shares
$6.4M · 572 shares
$6.3M · 16 shares
$6.2M · 54 shares
$6.1M · 24 shares
$6.1M · 76 shares
$5.9M · 120 shares
$5.8M · 200 shares
$5.7M · 40 shares
$5.6M · 666 shares
$5.6M · 62 shares
$5.5M · 15 shares
$5.5M · 40 shares
$5.5M · 1K shares
$5.4M · 60 shares
$5.3M · 7 shares
$4.5M · 42 shares
$4.5M · 45 shares
$4.1M · 43 shares
$4.1M · 17 shares
$3.6M · 22 shares
$3.5M · 32 shares
$3.5M · 36 shares
$3.5M · 100 shares
$3.3M · 33 shares
$3.3M · 25 shares
$3.3M · 116 shares
$2.9M · 500 shares
$2.9M · 100 shares
$2.6M · 62 shares
$2.5M · 52 shares
$2.5M · 13 shares
$2.4M · 48 shares
$2.1M · 20 shares
$2.0M · 50 shares
$2.0M · 24 shares
$2.0M · 40 shares
$2.0M · 534 shares
$1.9M · 2 shares
$1.8M · 35 shares
$1.7M · 49 shares
$1.6M · 207 shares
$1.5M · 40 shares
$1.4M · 4 shares
$1.2M · 6 shares
$1.2M · 13 shares
$1.2M · 10 shares
$1.2M · 21 shares
$1.2M · 27 shares
$1.1M · 5 shares
$1.0M · 6 shares
$921K · 19 shares
$887K · 6 shares
$868K · 12 shares
$852K · 20 shares
$848K · 400 shares
$785K · 21 shares
$745K · 17 shares
$739K · 31 shares
$624K · 18 shares
$620K · 13 shares
$515K · 100 shares
$495K · 2 shares
$481K · 9 shares
$428K · 4 shares
$425K · 49 shares
$417K · 54 shares
$377K · 2 shares
$365K · 7 shares
$345K · 7 shares
$341K · 3 shares
$319K · 4 shares
$259K · 2 shares
$245K · 3 shares
$209K · 4 shares
$178K · 29 shares
$177K · 2 shares
$174K · 7 shares
$167K · 114 shares
$138K · 3 shares
$133K · 1 shares
$99K · 6 shares
$96K · 1 shares
$76K · 0 shares
$75K · 1 shares
$72K · 0 shares
$56K · 1 shares
$53K · 1 shares
$51K · 1 shares
$50K · 1 shares
$50K · 0 shares
$48K · 1 shares
$39K · 10 shares
$37K · 0 shares
$31K · 2 shares
$26K · 3 shares
$25K · 1 shares
$24K · 1 shares
$7K · 0 shares
$5K · 4 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 31 | $57.2B | 41.1% |
| Unknown | 3 | $36.2B | 26.0% |
| Technology | 12 | $33.4B | 23.9% |
| Industrials | 4 | $4.1B | 2.9% |
| Consumer Cyclical | 3 | $2.9B | 2.1% |
| Consumer Defensive | 1 | $2.4B | 1.7% |
| Communication Services | 4 | $2.3B | 1.6% |
| Utilities | 1 | $320.0M | 0.2% |
| Healthcare | 1 | $245.0M | 0.2% |
| Energy | 1 | $234.0M | 0.2% |