Financial Life Planners

Financial Life Planners reported 340 holdings worth US$156M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 21, 2026

Financial Life Planners reported 340 holdings worth US$156M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Robinhood Markets, Inc. Filed Jul 21, 2026 (Form 13F).

Holdings
340
Value as reported
US$156M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation77,281US$15.5M9.9%
Apple Inc24,068US$6.96M4.5%
Robinhood Markets, Inc.37,995US$3.81M2.4%
Berkshire Hathaway Inc.7,182US$3.59M2.3%
Microsoft Corp.8,344US$3.11M2.0%
Palantir Technologies Inc.25,680US$3M1.9%
Costco Wholesale Corporation2,715US$2.54M1.6%
Amazon.com, Inc.8,752US$2.09M1.3%
Goldman Sachs Group, Inc. (the)1,084US$1.1M0.70%
Howmet Aerospace Inc.3,949US$1.06M0.68%
Broadcom Inc.2,657US$1M0.64%
Alphabet Inc (google) Class C2,787US$996K0.64%
Caterpillar, Inc.747US$796K0.51%
Bank Of America Corporation12,115US$690K0.44%
Rtx Corporation3,426US$650K0.42%
Tesla, Inc.1,509US$635K0.41%
Meta Platforms, Inc.1,126US$634K0.41%
Ge Vernova Inc.443US$520K0.33%
Advanced Micro Devices Inc820US$476K0.31%
Taiwan Semiconductor Manufacturing Co., Ltd.859US$410K0.26%
Ge Aerospace881US$329K0.21%
Nrg Energy, Inc.2,138US$312K0.20%
Jp Morgan Chase & Co.859US$281K0.18%
Exxon Mobil Corporation1,997US$273K0.18%
The Cigna Group901US$248K0.16%
D.r. Horton, Inc.1,404US$229K0.15%
Oracle Corporation1,450US$212K0.14%
International Business Machines Corporation754US$212K0.14%
Eli Lilly And Company176US$211K0.14%
Carrier Global Corporation2,706US$199K0.13%
Morgan Stanley915US$191K0.12%
Applovin Corporation322US$166K0.11%
Cloudflare, Inc.670US$164K0.11%
Applied Materials, Inc.214US$155K0.10%
Philip Morris International Inc840US$152K0.10%
Walmart Inc.1,328US$150K0.10%
1st Source Corporation1,791US$146K0.09%
Axon Enterprise, Inc.219US$123K0.08%
Micron Technology, Inc.106US$122K0.08%
The Travelers Companies, Inc.361US$119K0.08%
Tjx Companies, Inc. (the)785US$119K0.08%
Edwards Lifesciences Corporation1,200US$109K0.07%
Wells Fargo & Company1,260US$104K0.07%
Unitedhealth Group Incorporated229US$94,9900.06%
Salesforce, Inc.596US$93,4220.06%
Home Depot, Inc. (the)261US$92,1680.06%
Intel Corporation659US$91,9660.06%
Servicenow, Inc.921US$91,4510.06%
Coca-cola Company (the)1,119US$90,9070.06%
Parker-hannifin Corporation88US$85,7050.06%
Comfort Systems Usa, Inc.42US$84,0050.05%
Boeing Company (the)367US$79,4450.05%
Intuitive Surgical, Inc.188US$74,7640.05%
Capital One Financial Corporation360US$72,1900.05%
Cvs Health Corporation668US$69,0800.04%
Catalyst Pharmaceuticals, Inc.2,124US$66,7460.04%
The Hartford Insurance Group, Inc.499US$66,1820.04%
Vertiv Holdings, Llc188US$63,0260.04%
Analog Devices, Inc.158US$62,5810.04%
Charles Schwab Corporation (the)627US$57,8540.04%
Corteva, Inc.657US$55,6340.04%
Public Service Enterprise Group Incorporated676US$54,8890.04%
Republic Services, Inc.257US$54,6930.04%
Otis Worldwide Corporation708US$50,6690.03%
Agree Realty Corporation667US$50,5140.03%
Progressive Corporation (the)215US$46,9800.03%
Visa Inc.134US$45,8460.03%
Mcdonald's Corporation165US$44,4850.03%
American Express Company131US$44,2910.03%
Conocophillips418US$43,4310.03%
Blackrock, Inc.45US$43,1510.03%
Williams Companies, Inc. (the)578US$42,9640.03%
Agnc Investment Corp.3,826US$41,7010.03%
Flex Lng Ltd.1,486US$41,6990.03%
Cisco Systems, Inc.353US$41,4790.03%
Energy Transfer Lp2,109US$40,3190.03%
Transdigm Group Inc.30US$39,5940.03%
Norfolk Southern Corporation116US$36,6440.02%
Freeport-mcmoran, Inc.582US$36,6050.02%
Pnc Financial Services Group, Inc. (the)148US$36,5420.02%
General Dynamics Corporation97US$34,3910.02%
Dover Corporation151US$33,8910.02%
Banner Corporation500US$33,2500.02%
Cme Group Inc.147US$32,5030.02%
Microchip Technology Incorporated348US$31,7250.02%
U.s. Bancorp525US$31,7160.02%
Bp Plc845US$31,2200.02%
Space Exploration Technologies Corp180US$30,7550.02%
Danaher Corporation160US$30,3950.02%
Valero Energy Corporation114US$29,6020.02%
Novo Nordisk A/s Class B617US$29,5920.02%
Arthur J. Gallagher & Co.126US$29,0030.02%
Nextera Energy, Inc.322US$28,2530.02%
Qnity Electronics, Inc.170US$27,8190.02%
Eog Resources, Inc.212US$27,4650.02%
Plains All American Pipeline, L.p.1,226US$27,2800.02%
Unilever Plc450US$27,0630.02%
Altria Group, Inc.370US$26,6440.02%
Asml Holding Nv13US$26,0360.02%
Celestica Inc.69US$25,1720.02%

Every holding of Financial Life Planners

Source

View original at SEC

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