Financial Life Planners Top Holdings and 13F Report (2025) About Financial Life PlannersInvestment ActivityFinancial Life Planners has $119.31 million in total holdings as of December 31, 2024.Financial Life Planners owns shares of 411 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Largest Holdings Invesco QQQ $23,626,131iShares Core S&P 500 ETF $21,577,042NVIDIA $11,255,049Apple $7,211,174Microsoft $6,289,941 Sector AllocationMap of 500 Largest Holdings ofFinancial Life Planners Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorQQQInvesco QQQ$23,626,13146,20119.8%FinanceIVViShares Core S&P 500 ETF$21,577,04236,63418.1%ETFNVDANVIDIA$11,255,04983,7909.4%Computer and TechnologyAAPLApple$7,211,17428,7906.0%Computer and TechnologyMSFTMicrosoft$6,289,94114,8915.3%Computer and TechnologyIWMiShares Russell 2000 ETF$3,263,95614,7652.7%FinanceBRK.BBerkshire Hathaway$3,203,5537,0672.7%FinanceMDYSPDR S&P MidCap 400 ETF Trust$3,043,6625,3372.6%ETFEFAiShares MSCI EAFE ETF$2,893,21938,2582.4%FinanceMGKVanguard Mega Cap Growth ETF$2,442,8367,1142.0%ETFCOSTCostco Wholesale$2,259,1112,4691.9%Retail/WholesaleAMZNAmazon.com$1,951,2208,8941.6%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,891,8333,2281.6%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$1,527,2413,5871.3%FinanceBSCSInvesco BulletShares 2028 Corporate Bond ETF$1,174,80258,3591.0%ETFLLYEli Lilly and Company$1,161,0501,5021.0%MedicalBSCPInvesco BulletShares 2025 Corporate Bond ETF$743,67536,0120.6%ETFTSLATesla$700,9221,7360.6%Auto/Tires/TrucksVIGVanguard Dividend Appreciation ETF$650,5303,3220.5%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$641,62833,0220.5%ETFCRMSalesforce$638,1981,9060.5%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$574,6931,4320.5%ETFGOOGLAlphabet$570,7583,0050.5%Computer and TechnologyVNQVanguard Real Estate ETF$567,6136,3730.5%ETFBACBank of America$559,72612,7380.5%FinanceMETAMeta Platforms$528,9759020.4%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$513,1958,2360.4%ETFAXONAxon Enterprise$479,9748080.4%AerospaceVUGVanguard Growth ETF$436,8171,0640.4%ETFSPLGSPDR Portfolio S&P 500 ETF$412,0625,9770.3%ETFVONVVanguard Russell 1000 Value$411,5645,0660.3%ETFWISDOMTREE BITCOIN FD$407,5524,1310.3%SHS BEN INTNOWServiceNow$401,7873790.3%Computer and TechnologyRTXRTX$388,5333,3580.3%AerospaceUPROProShares UltraPro S&P 500$385,3664,3480.3%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$375,39819,2710.3%ETFIWDiShares Russell 1000 Value ETF$355,8941,9220.3%ETFFOCTFT Vest U.S. Equity Buffer ETF - October$351,6448,2490.3%ETFXLFFinancial Select Sector SPDR Fund$334,7116,9220.3%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$324,9983,5740.3%ETFNFLXNetflix$284,2083190.2%Consumer DiscretionaryVOOVanguard S&P 500 ETF$256,7674750.2%ETFCIThe Cigna Group$244,7698860.2%MedicalORCLOracle$241,8501,4520.2%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$240,8971,7800.2%ETFRSPInvesco S&P 500 Equal Weight ETF$224,0651,2800.2%ETFFSKFS KKR Capital$205,8529,4780.2%FinanceDHID.R. Horton$195,3081,3970.2%ConstructionNRGNRG Energy$191,3642,1210.2%UtilitiesHOODRobinhood Markets$190,4885,1120.2%FinanceIJSiShares S&P Small-Cap 600 Value ETF$183,1321,6850.2%ETFCARRCarrier Global$182,8862,6800.2%Computer and TechnologyACNAccenture$179,0165090.2%Computer and TechnologyIYEiShares U.S. Energy ETF$175,5853,8530.1%ETFIWOiShares Russell 2000 Growth ETF$173,0016020.1%ETFJPMJPMorgan Chase & Co.$168,0497000.1%FinanceXTiShares Exponential Technologies ETF$163,8072,7460.1%ManufacturingARM HOLDINGS PLC$147,2341,1940.1%SPONSORED ADSAMDAdvanced Micro Devices$145,6721,2060.1%Computer and TechnologySLViShares Silver Trust$138,1015,2450.1%ETFUNHUnitedHealth Group$132,7732640.1%MedicalDHRDanaher$129,6775640.1%Multi-Sector ConglomeratesHDHome Depot$126,5473250.1%Retail/WholesaleOTISOtis Worldwide$123,8331,3370.1%ConstructionIVEiShares S&P 500 Value ETF$123,4836470.1%ETFIJJiShares S&P Mid-Cap 400 Value ETF$122,3029800.1%ETFIWBiShares Russell 1000 ETF$122,2693800.1%ETFWMTWalmart$118,2311,3070.1%Retail/WholesaleVBRVanguard Small-Cap Value ETF$116,9265900.1%ETFXOMExxon Mobil$115,6791,0750.1%Oils/EnergyMSMorgan Stanley$110,7728820.1%FinanceKOCoca-Cola$102,8001,6510.1%Consumer StaplesTDGTransDigm Group$101,565800.1%AerospaceIVWiShares S&P 500 Growth ETF$101,4109990.1%ETFVVisa$94,1332980.1%Business ServicesSCHBSchwab US Broad Market ETF$93,9464,1390.1%ETFTJXTJX Companies$93,1617710.1%Retail/WholesaleGEGeneral Electric$91,5575480.1%TransportationGLDSPDR Gold Shares$90,5583740.1%FinanceTTDTrade Desk$89,3237600.1%Computer and TechnologyEWEdwards Lifesciences$88,8361,2000.1%MedicalVTVVanguard Value ETF$86,8115130.1%ETFWFCWells Fargo & Company$86,5881,2330.1%FinanceSCHHSchwab U.S. REIT ETF$86,5364,1090.1%ETFPMPhilip Morris International$86,0917150.1%Consumer StaplesHWMHowmet Aerospace$85,7687840.1%AerospaceDTDynatrace$83,2941,5330.1%Computer and TechnologyCATCaterpillar$82,8512280.1%Industrial ProductsNANRSPDR S&P North American Natural Resources ETF$81,7361,5990.1%ETFXLEEnergy Select Sector SPDR Fund$81,6779530.1%ETFTRVTravelers Companies$81,5993370.1%FinanceISRGIntuitive Surgical$81,4261560.1%MedicalNETCloudflare$81,4067560.1%Computer and TechnologyFIXComfort Systems USA$80,6421900.1%ConstructionSCHDSchwab US Dividend Equity ETF$79,7262,9180.1%ETFPGProcter & Gamble$73,9824410.1%Consumer StaplesIBMInternational Business Machines$72,5663290.1%Computer and TechnologyCOINCoinbase Global$68,5312760.1%Business ServicesRWKInvesco S&P MidCap 400 Revenue ETF$64,9025590.1%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$61,7571,9330.1%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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