Financial Life Planners
Sector Allocation
- Other60.3%$93.9M
- Technology22.0%$34.2M
- Financials9.3%$14.5M
- Industrials2.2%$3.5M
- Consumer Staples2.0%$3.1M
- Consumer Discretionary2.0%$3.1M
- Materials0.8%$1.2M
- Healthcare0.7%$1.0M
- Energy0.3%$549,973
- Utilities0.3%$512,332
AUM History
13fpro.ai/research/fund/financial-life-planners-2053368
Conviction and streaks
Stable · top 10 = 73.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
QQQ
$39.3M- ISHARES$32.9M
NVDA
$15.5MAAPL
$7.0MHOOD
$3.8MBRK.B
$3.6MMSFT
$3.1MPLTR
$3.0M- VANGUARD$2.8M
MDY
$2.6MCOST
$2.5MSPY
$2.2MAMZN
$2.1M- ISHARES$1.6M
- STATE$1.4M
GS
$1.1MHWM
$1.1MAVGO
$1.0MIVZ
$974KBTCW
$969K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/financial-life-planners-2053368
Financial Life Planners 13F holdings — Q2 2026
$155.6M portfolio (+19.3% QoQ) · 339 holdings · Q2 2026 13F · top 10 are 73% of the stock portfolio
$39.3M
25.2% of stocks
+3%This quarter+0.5%Since filed7+ qtrsHeld- 2
ISHARES TR - CORE S&P500 ETF
$32.9M
21.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $15.5M
9.9% of stocks
+1.0%This quarter+4.2%Since filed7+ qtrsHeld$7.0M
4.5% of stocks
-2%This quarter+4.9%Since filed7+ qtrsHeld$3.8M
2.5% of stocks
-8%This quarter-12.7%Since filed5 qtrsHeld$3.6M
2.3% of stocks
-3%This quarter—Since filed7+ qtrsHeld$3.1M
2.0% of stocks
-3%This quarter+33.9%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$3.0M
1.9% of stocks
-11%This quarter+49.9%Since filed5 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 9
VANGUARD WORLD FD - MEGA GRWTH IND
$2.8M
1.8% of stocks
+396%This quarter—Since filed—HeldAIQuality—Est. buy— $2.6M
1.7% of stocks
-1%This quarter-3.7%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — Financial Life Planners (Q2 2026)
339 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.5M | 1.6% | 2,715 | +0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | SPDR S&P 500 ETF TRUSTetf/fund | — | $2.2M | 1.4% | 2,931 | -0.5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AMAZON COM INC | Consumer Discretionary | $2.1M | 1.3% | 8,752 | +2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $1.6M | 1.0% | 5,363 | +166% | — | — | 13F |
| 15 | — | STATE STR SPDR DOW JONES IND - UT SER 1etf/fund | — | $1.4M | 0.9% | 2,700 | -0.1% | — | — | 13F |
| 16 | GOLDMAN SACHS GROUP INC | Financials | $1.1M | 0.7% | 1,084 | +38% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Howmet Aerospace Inc. | Materials | $1.1M | 0.7% | 3,949 | +42% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Broadcom Inc. | Technology | $1.0M | 0.6% | 2,657 | +53% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Invesco Ltd. | Financials | $974K | 0.6% | 48K | -9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | WisdomTree Bitcoin Fund | Financials | $969K | 0.6% | 16K | +0.2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | SPDR SERIES TRUST - ST STR SP BIOTetf/fund | — | $830K | 0.5% | 5,246 | +2422% | — | — | 13F |
| 22 | CATERPILLAR INC | Industrials | $796K | 0.5% | 747 | +291% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $741K | 0.5% | 5,970 | +329% | — | — | 13F |
| 24 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $712K | 0.5% | 3,010 | +0.4% | — | — | 13F |
| 25 | BANK OF AMERICA CORP /DE/ | Financials | $690K | 0.4% | 12K | +0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $IVZ | Invesco Ltd. | Financials | $652K | 0.4% | 33K | +1% | |||
| 27 | $RTX | RTX Corp | Industrials | $650K | 0.4% | 3,426 | +0.4% | |||
| 28 | $TSLA | Tesla, Inc. | Consumer Discretionary | $635K | 0.4% | 1,509 | -0.6% | |||
| 29 | $META | Meta Platforms, Inc. | Technology | $634K | 0.4% | 1,126 | -5% | |||
| 30 | $GOOG | Alphabet Inc. | Technology | $573K | 0.4% | 1,621 | +40% | |||
| 31 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $549K | 0.3% | 799 | +14% | |||
| 32 | $GEV | GE Vernova Inc. | Industrials | $520K | 0.3% | 443 | +89% | |||
| 33 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $484K | 0.3% | 5,622 | +491% | |||
| 34 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $476K | 0.3% | 820 | — | |||
| 35 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $459K | 0.3% | 8,559 | -25% | |||
| 36 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $456K | 0.3% | 4,292 | -2% | |||
| 37 | — | ISHARES TR - CORE S&P MCP ETF | — | $454K | 0.3% | 5,893 | -3% | |||
| 38 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $431K | 0.3% | 8,249 | — | |||
| 39 | $GOOGL | Alphabet Inc. | Technology | $423K | 0.3% | 1,184 | +37% | |||
| 40 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $410K | 0.3% | 859 | +9% | |||
| 41 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $408K | 0.3% | 4,235 | +0.0% | |||
| 42 | — | ISHARES TR - RUS 1000 VAL ETF | — | $398K | 0.3% | 1,643 | +0.3% | |||
| 43 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $392K | 0.3% | 7,422 | +1347% | |||
| 44 | $ARM | ARM HOLDINGS PLC /UK | Technology | $351K | 0.2% | 991 | — | |||
| 45 | $GE | GENERAL ELECTRIC CO | Industrials | $329K | 0.2% | 881 | +0.1% | |||
| 46 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $314K | 0.2% | 3,570 | -39% | |||
| 47 | $NRG | NRG ENERGY, INC. | Utilities | $312K | 0.2% | 2,138 | -18% | |||
| 48 | — | PROSHARES TR - PSHS ULTRA QQQ | — | $300K | 0.2% | 3,096 | +0.1% | |||
| 49 | $IVZ | Invesco Ltd. | Financials | $288K | 0.2% | 15K | -21% | |||
| 50 | — | ISHARES TR - S&P SML 600 GWT | — | $283K | 0.2% | 1,583 | +6% | |||
| 51 | $JPM | JPMORGAN CHASE & CO | Financials | $281K | 0.2% | 859 | +0.5% | |||
| 52 | $SLV | iShares Silver Trust | Financials | $276K | 0.2% | 5,160 | — | |||
| 53 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $273K | 0.2% | 1,997 | +2% | |||
| 54 | — | ISHARES TR - S&P MC 400GR ETF | — | $266K | 0.2% | 2,260 | -4% | |||
| 55 | $CI | Cigna Group | Healthcare | $248K | 0.2% | 901 | +0.6% | |||
| 56 | $DHI | HORTON D R INC /DE/ | Industrials | $229K | 0.1% | 1,404 | +0.1% | |||
| 57 | — | ISHARES TR - RUS 2000 GRW ETF | — | $227K | 0.1% | 576 | +0.2% | |||
| 58 | $ORCL | ORACLE CORP | Technology | $212K | 0.1% | 1,450 | +0.3% | |||
| 59 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $212K | 0.1% | 754 | +0.5% | |||
| 60 | $LLY | ELI LILLY & Co | Healthcare | $211K | 0.1% | 176 | — | |||
| 61 | $CARR | CARRIER GLOBAL Corp | Industrials | $199K | 0.1% | 2,706 | +0.4% | |||
| 62 | $MS | MORGAN STANLEY | Financials | $191K | 0.1% | 915 | +0.5% | |||
| 63 | — | PROSHARES TR - PSHS ULT S&P 500 | — | $188K | 0.1% | 2,786 | +0.1% | |||
| 64 | $GLD | SPDR GOLD TRUST | Financials | $184K | 0.1% | 500 | +3% | |||
| 65 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $176K | 0.1% | 3,305 | -2% | |||
| 66 | — | ISHARES TR - MSCI EAFE ETF | — | $174K | 0.1% | 1,677 | +2% | |||
| 67 | — | ISHARES TR - U.S. ENERGY ETF | — | $174K | 0.1% | 3,074 | -17% | |||
| 68 | $IVZ | Invesco Ltd. | Financials | $173K | 0.1% | 815 | -1% | |||
| 69 | — | ISHARES TR - SP SMCP600VL ETF | — | $171K | 0.1% | 1,254 | +0.4% | |||
| 70 | $APP | AppLovin Corp | Technology | $166K | 0.1% | 322 | — | |||
| 71 | $NET | Cloudflare, Inc. | Technology | $164K | 0.1% | 670 | — | |||
| 72 | — | ISHARES TR - RUS 1000 ETF | — | $158K | 0.1% | 385 | — | |||
| 73 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $155K | 0.1% | 214 | — | |||
| 74 | $PM | Philip Morris International Inc. | Consumer Staples | $152K | 0.1% | 840 | +1.0% | |||
| 75 | $WMT | Walmart Inc. | Consumer Staples | $150K | 0.1% | 1,328 | +0.5% | |||
| 76 | $SRCE | 1ST SOURCE CORP | Financials | $146K | 0.1% | 1,791 | -37% | |||
| 77 | — | ISHARES TR - SELECT DIVID ETF | — | $140K | 0.1% | 894 | +0.8% | |||
| 78 | — | ISHARES TR - FUTU EXPO TE ETF | — | $130K | 0.1% | 1,567 | +0.4% | |||
| 79 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $127K | 0.1% | 666 | +0.2% | |||
| 80 | — | ISHARES TR - S&P 500 VAL ETF | — | $126K | 0.1% | 557 | +0.4% | |||
| 81 | $AXON | AXON ENTERPRISE, INC. | Industrials | $123K | 0.1% | 219 | -23% | |||
| 82 | $MU | MICRON TECHNOLOGY INC | Technology | $122K | 0.1% | 106 | — | |||
| 83 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $119K | 0.1% | 361 | +0.3% | |||
| 84 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $119K | 0.1% | 785 | +0.3% | |||
| 85 | $EW | Edwards Lifesciences Corp | Healthcare | $109K | 0.1% | 1,200 | — | |||
| 86 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $104K | 0.1% | 1,260 | +0.4% | |||
| 87 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $98K | 0.1% | 3,082 | +0.8% | |||
| 88 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $95K | 0.1% | 229 | +0.9% | |||
| 89 | — | ISHARES TR - S&P MC 400VL ETF | — | $93K | 0.1% | 632 | +0.3% | |||
| 90 | $CRM | Salesforce, Inc. | Technology | $93K | 0.1% | 596 | +2% | |||
| 91 | — | ISHARES TR - DOW JONES US ETF | — | $93K | 0.1% | 511 | +0.2% | |||
| 92 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $92K | 0.1% | 261 | +0.4% | |||
| 93 | $INTC | INTEL CORP | Technology | $92K | 0.1% | 659 | +18% | |||
| 94 | $NOW | ServiceNow, Inc. | Technology | $91K | 0.1% | 921 | -15% | |||
| 95 | $KO | COCA COLA CO | Consumer Staples | $91K | 0.1% | 1,119 | +0.1% | |||
| 96 | $PH | Parker-Hannifin Corp | Industrials | $86K | 0.1% | 88 | +1% | |||
| 97 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $85K | 0.1% | 350 | +7% | |||
| 98 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $84K | 0.1% | 42 | — | |||
| 99 | $BA | BOEING CO | Industrials | $79K | 0.1% | 367 | — | |||
| 100 | $ETN | Eaton Corp plc | Industrials | $77K | 0.1% | 181 | +25% | |||
| 101 | — | ISHARES TR - S&P 500 GRWT ETF | — | $75K | 0.1% | 548 | -7% | |||
| 102 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $75K | 0.1% | 188 | -5% | |||
| 103 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $72K | 0.1% | 360 | +0.6% | |||
| 104 | $STT | STATE STREET CORP | Financials | $72K | 0.1% | 643 | +0.2% | |||
| 105 | $CVS | CVS HEALTH Corp | Healthcare | $69K | 0.0% | 668 | +0.6% | |||
| 106 | $CPRX | CATALYST PHARMACEUTICALS, INC. | Healthcare | $67K | 0.0% | 2,124 | — | |||
| 107 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $66K | 0.0% | 499 | +0.4% | |||
| 108 | — | SPDR INDEX SHS FDS - ST STR SP N AM | — | $66K | 0.0% | 870 | +0.8% | |||
| 109 | $VRT | Vertiv Holdings Co | Technology | $63K | 0.0% | 188 | — | |||
| 110 | $ADI | ANALOG DEVICES INC | Technology | $63K | 0.0% | 158 | +0.6% | |||
| 111 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $62K | 0.0% | 405 | +0.5% | |||
| 112 | $IVZ | Invesco Ltd. | Financials | $60K | 0.0% | 939 | +0.1% | |||
| 113 | $SCHW | SCHWAB CHARLES CORP | Financials | $58K | 0.0% | 627 | +0.3% | |||
| 114 | — | ISHARES TR - CORE MSCI TOTAL | — | $56K | 0.0% | 586 | +1% | |||
| 115 | $CTVA | Corteva, Inc. | Consumer Staples | $56K | 0.0% | 657 | +0.3% | |||
| 116 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $55K | 0.0% | 676 | +0.1% | |||
| 117 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $55K | 0.0% | 257 | +0.4% | |||
| 118 | $CB | Chubb Ltd | Financials | $54K | 0.0% | 158 | — | |||
| 119 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | — | $52K | 0.0% | 400 | — | |||
| 120 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $52K | 0.0% | 327 | +0.3% | |||
| 121 | $IAU | ISHARES GOLD TRUST | Financials | $51K | 0.0% | 675 | — | |||
| 122 | $OTIS | Otis Worldwide Corp | Industrials | $51K | 0.0% | 708 | +0.7% | |||
| 123 | — | SPDR SERIES TRUST - ST STR SP HOME | — | $51K | 0.0% | 438 | +0.2% | |||
| 124 | $ADC | AGREE REALTY CORP | Real Estate | $51K | 0.0% | 667 | +1% | |||
| 125 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $47K | 0.0% | 215 | — | |||
| 126 | $V | VISA INC. | Financials | $46K | 0.0% | 134 | -27% | |||
| 127 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | — | $45K | 0.0% | 277 | +0.4% | |||
| 128 | $MCD | MCDONALDS CORP | Consumer Discretionary | $44K | 0.0% | 165 | +0.6% | |||
| 129 | $AXP | AMERICAN EXPRESS CO | Financials | $44K | 0.0% | 131 | — | |||
| 130 | $COP | CONOCOPHILLIPS | Energy | $43K | 0.0% | 418 | +0.7% | |||
| 131 | $BLK | BlackRock, Inc. | Financials | $43K | 0.0% | 45 | — | |||
| 132 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $43K | 0.0% | 578 | +0.7% | |||
| 133 | — | ISHARES TR - ESG MSCI KLD ETF | — | $43K | 0.0% | 301 | +0.3% | |||
| 134 | $ACN | Accenture plc | Technology | $43K | 0.0% | 344 | -10% | |||
| 135 | $AGNC | AGNC Investment Corp. | Real Estate | $42K | 0.0% | 3,826 | +3% | |||
| 136 | $FLNG | Flex LNG Ltd. | Industrials | $42K | 0.0% | 1,486 | +2% | |||
| 137 | $CSCO | CISCO SYSTEMS, INC. | Technology | $41K | 0.0% | 353 | +0.3% | |||
| 138 | $ET | Energy Transfer LP | Energy | $40K | 0.0% | 2,109 | +2% | |||
| 139 | $TDG | TransDigm Group INC | Industrials | $40K | 0.0% | 30 | — | |||
| 140 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $38K | 0.0% | 104 | +767% | |||
| 141 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $37K | 0.0% | 116 | — | |||
| 142 | $FCX | FREEPORT-MCMORAN INC | Materials | $37K | 0.0% | 582 | +0.2% | |||
| 143 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $37K | 0.0% | 148 | +0.7% | |||
| 144 | $GD | GENERAL DYNAMICS CORP | Industrials | $34K | 0.0% | 97 | — | |||
| 145 | $DOV | DOVER Corp | Industrials | $34K | 0.0% | 151 | — | |||
| 146 | — | ISHARES TR - CORE S&P TTL STK | — | $34K | 0.0% | 206 | +0.5% | |||
| 147 | $BANR | BANNER CORP | Financials | $33K | 0.0% | 500 | +0.8% | |||
| 148 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $33K | 0.0% | 114 | — | |||
| 149 | $CME | CME GROUP INC. | Financials | $33K | 0.0% | 147 | +0.7% | |||
| 150 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $32K | 0.0% | 271 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 5 new, 149 added to, 39 trimmed, 32 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (149)
- VANGUARD WORLD FD - MEGA GRWTH IND+396%
now $2.8M
- ISHARES TR - CORE S&P500 ETF+4%
now $32.9M
- ISHARES TR - RUSSELL 2000 ETF+166%
now $1.6M
now $39.3M · held 7+ qtrs
- SPDR SERIES TRUST - ST STR SP BIOT+2422%
now $830K
$CATCATERPILLAR INC+291%
now $796K · held 2 qtrs, 2 adds in a row
+143 more in the Excel export
Trimmed (39)
now $3.0M · held 5 qtrs, 2 trims in a row
now $3.8M · held 5 qtrs
- SPDR SERIES TRUST - ST STR P500ETF-39%
now $314K
- SELECT SECTOR SPDR TR - ST STR FINL ETF-25%
now $459K
now $7.0M · held 7+ qtrs, 2 trims in a row
now $3.6M · held 7+ qtrs
+33 more in the Excel export
Sold out (32)
$PKSTPeakstone Realty Trustwas $70K
held 1 qtr
- INNOVATOR ETFS TRUST US EQT ULTRA BFRwas $35K
- SPDR SERIES TRUST STATE STREET SPDwas $16K
- CAPITAL GROUP CORE EQUITY ET SHS CREATION UNIwas $13K
- ISHARES TR CORE 80/20 AGGREwas $12K
- CAPITAL GRP FIXED INCM ETF T CORE BOND ETFwas $12K
+26 more in the Excel export
Holdings by quarter
Every 13F Financial Life Planners has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Financial Life Planners?
Q2 2026 13F filed with the SEC on Jul 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Financial Life Planners's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+4.3%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 11% over the last 4
Top 10 weight
73%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Financial Life Planners disclosed 339 positions worth $155.6M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 25.2% of the equity portfolio. During the quarter the fund opened 5 new positions and exited 32 — including a new stake in $SPCX and a full exit from $PKST. The portfolio is most concentrated in Other (60.3% of disclosed assets). All figures are sourced directly from Financial Life Planners’s Form 13F-HR filing with the SEC under CIK 2053368.
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AI-Powered Hedge Fund Analysis: Financial Life Planners
13F Pro is an AI hedge fund tracker and stock research platform. For Financial Life Planners (SEC CIK: 2053368), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Financial Life Planners's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.