Financial Life Planners

CIK: 0002053368SEC EDGAR →

Portfolio Value

$139.3M

Holdings

As of

Q4 2025

New Positions

303

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	NDQ INVESCO QQQ TRUNIT SER 1	52,111	$32.0M	22.98%
2	IVV ISHARES TRCORE S&P500 ETF	41,934	$28.7M	20.62%
3	NVDA NVIDIA CORPORATIONCOM	77,337	$14.4M	10.35%
4	AAPL APPLE INCCOM	24,876	$6.8M	4.85%
5	PLTR PALANTIR TECHNOLOGIES INCCL A	29,513	$5.2M	3.77%
6	HOOD ROBINHOOD MKTS INCCOM CL A	41,395	$4.7M	3.36%
7	MSFT MICROSOFT CORPCOM	8,812	$4.3M	3.06%
8	BRK/B BERKSHIRE HATHAWAY INC DELCL B NEW	7,454	$3.7M	2.69%
9	MGK VANGUARD WORLD FDMEGA GRWTH IND	7,227	$3.0M	2.14%
10	ARKF ARK ETF TRBLOCKCHAIN & FIN	56,084	$2.7M	1.92%

Quarterly Changes

Top Buys

NDQ↑ Increased

$1.4M

IVV↑ Increased

$1.3M

HOOD↑ Increased

$1.1M

AVGO↑ Increased

$462K

AAPL↑ Increased

$440K

Top Sells

AXON↓ Decreased

$1.1M

BSCPCLOSED

$761K

MSFT↓ Decreased

$349K

COST↓ Decreased

$223K

IWOCLOSED

$193K

Closed Positions (301)

$761K · 37K shares

$193K · 603 shares

$175K · 4K shares

$173K · 3K shares

$160K · 450 shares

$160K · 3K shares

$156K · 820 shares

$151K · 2K shares

$147K · 10K shares

$144K · 670 shares

$143K · 899 shares

$140K · 991 shares

$140K · 383 shares

$137K · 1K shares

$136K · 1K shares

$134K · 175 shares

$133K · 820 shares

$131K · 1K shares

$127K · 1K shares

$124K · 1K shares

$124K · 870 shares

$114K · 550 shares

$113K · 697 shares

$113K · 86 shares

$113K · 778 shares

$110K · 230 shares

$104K · 1K shares

$104K · 256 shares

TRV

$100K · 357 shares

ACN

$94K · 380 shares

XLK

$94K · 332 shares

$93K · 1K shares

$93K · 800 shares

$92K · 440 shares

$88K · 197 shares

$85K · 1K shares

$82K · 736 shares

$82K · 3K shares

$81K · 625 shares

$80K · 664 shares

$80K · 491 shares

$79K · 367 shares

COF

$76K · 356 shares

$74K · 1K shares

CTVA

$66K · 978 shares

$66K · 87 shares

HIG

$66K · 493 shares

GEV

$63K · 103 shares

$61K · 395 shares

$59K · 176 shares

$59K · 621 shares

$59K · 420 shares

$59K · 639 shares

$58K · 254 shares

$56K · 672 shares

$55K · 854 shares

$55K · 2K shares

$54K · 666 shares

$54K · 144 shares

$51K · 44 shares

$50K · 202 shares

$49K · 656 shares

$49K · 225 shares

$49K · 675 shares

$49K · 162 shares

$48K · 435 shares

$47K · 568 shares

$46K · 646 shares

$45K · 323 shares

$45K · 938 shares

$44K · 157 shares

$44K · 400 shares

$44K · 3K shares

$44K · 213 shares

$43K · 130 shares

$42K · 2K shares

$42K · 50 shares

$39K · 1K shares

$39K · 195 shares

$39K · 125 shares

$39K · 408 shares

$39K · 346 shares

$38K · 142 shares

$38K · 156 shares

$38K · 299 shares

$37K · 272 shares

$37K · 716 shares

$36K · 145 shares

$36K · 565 shares

$35K · 986 shares

$35K · 690 shares

$35K · 1K shares

$35K · 115 shares

$34K · 2K shares

AGNC

$34K · 3K shares

NVO

$33K · 603 shares

$33K · 96 shares

$32K · 489 shares

$32K · 92 shares

$32K · 160 shares

$32K · 157 shares

$32K · 96 shares

$31K · 382 shares

$31K · 480 shares

$30K · 110 shares

$30K · 204 shares

$30K · 498 shares

$28K · 814 shares

$28K · 144 shares

$27K · 1K shares

$27K · 165 shares

$27K · 214 shares

$27K · 226 shares

$27K · 44 shares

$27K · 341 shares

$26K · 369 shares

$26K · 246 shares

$26K · 388 shares

$25K · 650 shares

$25K · 114 shares

$25K · 185 shares

$25K · 150 shares

$25K · 125 shares

$25K · 510 shares

$24K · 358 shares

$24K · 562 shares

$24K · 304 shares

$24K · 315 shares

$23K · 423 shares

$23K · 352 shares

$23K · 100 shares

$23K · 206 shares

$23K · 191 shares

$23K · 766 shares

$23K · 577 shares

$22K · 176 shares

$22K · 341 shares

$22K · 244 shares

$22K · 684 shares

$21K · 97 shares

LNG

$21K · 90 shares

SPGI

$21K · 43 shares

$20K · 35 shares

$20K · 1K shares

$19K · 66 shares

$19K · 62 shares

$19K · 112 shares

$19K · 229 shares

$18K · 114 shares

$17K · 256 shares

$16K · 176 shares

$16K · 78 shares

$16K · 329 shares

$16K · 372 shares

$16K · 254 shares

$16K · 62 shares

$16K · 93 shares

$16K · 61 shares

$15K · 78 shares

$15K · 82 shares

$15K · 154 shares

$15K · 3K shares

$14K · 103 shares

$14K · 30 shares

$13K · 100 shares

$13K · 188 shares

$13K · 210 shares

$13K · 660 shares

$13K · 13 shares

$12K · 378 shares

$12K · 115 shares

$12K · 216 shares

$12K · 80 shares

$12K · 359 shares

$12K · 66 shares

$12K · 131 shares

$11K · 50 shares

$11K · 60 shares

$11K · 79 shares

$11K · 32 shares

$11K · 156 shares

$10K · 171 shares

$10K · 75 shares

$10K · 30 shares

$10K · 310 shares

$10K · 513 shares

$10K · 36 shares

$10K · 132 shares

$10K · 32 shares

$9K · 259 shares

$9K · 88 shares

$9K · 2K shares

$9K · 122 shares

$8K · 22 shares

$8K · 30 shares

$8K · 250 shares

$8K · 10 shares

$8K · 153 shares

$8K · 353 shares

$7K · 50 shares

$7K · 48 shares

$6K · 572 shares

$6K · 16 shares

$6K · 54 shares

$6K · 24 shares

$6K · 76 shares

$6K · 120 shares

$6K · 200 shares

$6K · 40 shares

$6K · 666 shares

$6K · 62 shares

$5K · 15 shares

$5K · 40 shares

$5K · 1K shares

$5K · 60 shares

$5K · 7 shares

$5K · 42 shares

$5K · 45 shares

$4K · 43 shares

$4K · 17 shares

$4K · 22 shares

$4K · 32 shares

$4K · 36 shares

$3K · 100 shares

$3K · 33 shares

$3K · 25 shares

$3K · 116 shares

$3K · 500 shares

$3K · 100 shares

$3K · 62 shares

$3K · 52 shares

$3K · 13 shares

$2K · 48 shares

$2K · 20 shares

$2K · 50 shares

$2K · 24 shares

$2K · 40 shares

$2K · 534 shares

$2K · 2 shares

$2K · 35 shares

$2K · 49 shares

$2K · 207 shares

$1K · 40 shares

$1K · 4 shares

$1K · 6 shares

$1K · 13 shares

$1K · 10 shares

$1K · 21 shares

$1K · 27 shares

$1K · 5 shares

$1K · 6 shares

$921 · 19 shares

$887 · 6 shares

$868 · 12 shares

$852 · 20 shares

$848 · 400 shares

$785 · 21 shares

$745 · 17 shares

$739 · 31 shares

$624 · 18 shares

$620 · 13 shares

$515 · 100 shares

$495 · 2 shares

$481 · 9 shares

$428 · 4 shares

$425 · 49 shares

$417 · 54 shares

$377 · 2 shares

$365 · 7 shares

$345 · 7 shares

$341 · 3 shares

$319 · 4 shares

$259 · 2 shares

$245 · 3 shares

$209 · 4 shares

$178 · 29 shares

$177 · 2 shares

$174 · 7 shares

$167 · 114 shares

$138 · 3 shares

$133 · 1 shares

$99 · 6 shares

$96 · 1 shares

$76 · 0 shares

$75 · 1 shares

$72 · 0 shares

$56 · 1 shares

$53 · 1 shares

$51 · 1 shares

$50 · 1 shares

$50 · 0 shares

$48 · 1 shares

$39 · 10 shares

$37 · 0 shares

$31 · 2 shares

$26 · 3 shares

$25 · 1 shares

$24 · 1 shares

$7 · 0 shares

$5 · 4 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	31	$57.2M	41.1%
Unknown	3	$36.2M	26.0%
Technology	12	$33.4M	23.9%
Industrials	4	$4.1M	2.9%
Consumer Cyclical	3	$2.9M	2.1%
Consumer Defensive	1	$2.4M	1.7%
Communication Services	4	$2.3M	1.6%
Utilities	1	$320K	0.2%
Healthcare	1	$245K	0.2%
Energy	1	$234K	0.2%