Holdings
Financial Life Planners
As of Jun 30, 2026, Financial Life Planners reported 191 positions worth US$57.4M. Largest: Nvidia Corporation, Apple Inc and Robinhood Markets, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 77,281 | US$15.5M | +735 | Jun 30, 2026 |
| Apple Inc | 24,068 | US$6.96M | −488 | Jun 30, 2026 |
| Robinhood Markets, Inc. | 37,995 | US$3.81M | −3,126 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 7,182 | US$3.59M | −202 | Jun 30, 2026 |
| Microsoft Corp. | 8,344 | US$3.11M | −256 | Jun 30, 2026 |
| Palantir Technologies Inc. | 25,680 | US$3M | −3,186 | Jun 30, 2026 |
| Costco Wholesale Corporation | 2,715 | US$2.54M | +10 | Jun 30, 2026 |
| Amazon.com, Inc. | 8,752 | US$2.09M | +174 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 1,084 | US$1.1M | +301 | Jun 30, 2026 |
| Howmet Aerospace Inc. | 3,949 | US$1.06M | +1,159 | Jun 30, 2026 |