Financial Life Planners

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002053368

Type: FundHoldings: 83Value: $102.7MLatest: 2025Q1

Financial Life Planners is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 83 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ARM",
  "ACN",
  null,
  "GOOGL",
  "SRCE",
  "HD",
  null,
  "ISRG",
  "HWM",
  "META",
  "IJH",
  null,
  null,
  null,
  "MSFT",
  "MS",
  "GE",
  "IWD",
  "ORCL",
  null,
  "IWF",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  null,
  null,
  "NOW",
  "RTX",
  null,
  "SPLG",
  "IBM",
  "CI",
  "TDG",
  "VNQ",
  "VIG",
  "IWO",
  "FSK",
  "AXON",
  null,
  "DHI",
  "AMZN",
  "IVE",
  null,
  "VUG",
  "MGK",
  "VBR",
  "VOO",
  "V",
  "WMT",
  "DVY",
  null,
  "OTIS",
  "CRM",
  "DIA",
  "NRG",
  "BAC",
  "BRK-B",
  "CARR",
  "KO",
  "COST",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "IWB",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 83
Total Value: 102738971
Accession Number: 0002053368-25-000002
Form Type: 13F-HR
CIK: financial-life-planners
Manager Name: Financial-Life-Planners

Data Enrichment

82% identified

68 identified15 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

83 positions • $102.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:45.7K

Value:$21.4M

% of Portfolio:20.8% ($21.4M/$102.7M)

464287200

IVV|464287200

Shares:36.5K

Value:$20.5M

% of Portfolio:19.9% ($20.5M/$102.7M)

NVIDIA CORP

NVDA|67066G104

Shares:78.5K

Value:$8.5M

% of Portfolio:8.3% ($8.5M/$102.7M)

Apple Inc.

AAPL|037833100

Shares:30.0K

Value:$6.7M

% of Portfolio:6.5% ($6.7M/$102.7M)

MICROSOFT CORP

MSFT|594918104

Shares:13.4K

Value:$5.0M

% of Portfolio:4.9% ($5.0M/$102.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.0K

Value:$3.7M

% of Portfolio:3.6% ($3.7M/$102.7M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:5.0K

Value:$2.7M

% of Portfolio:2.6% ($2.7M/$102.7M)

464287655

IWM|464287655

Shares:12.4K

Value:$2.5M

% of Portfolio:2.4% ($2.5M/$102.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.4K

Value:$2.3M

% of Portfolio:2.2% ($2.3M/$102.7M)

921910816

MGK|921910816

Shares:7.1K

Value:$2.2M

% of Portfolio:2.1% ($2.2M/$102.7M)

464287465

EFA|464287465

Shares:23.8K

Value:$1.9M

% of Portfolio:1.9% ($1.9M/$102.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.1K

Value:$1.8M

% of Portfolio:1.7% ($1.8M/$102.7M)

AMAZON COM INC

AMZN|023135106

Shares:8.5K

Value:$1.6M

% of Portfolio:1.6% ($1.6M/$102.7M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:3.7K

Value:$1.5M

% of Portfolio:1.5% ($1.5M/$102.7M)

ELI LILLY & Co

LLY|532457108

Shares:1.5K

Value:$1.2M

% of Portfolio:1.2% ($1.2M/$102.7M)

46138J643

Shares:54.7K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$102.7M)

46138J825

Shares:36.7K

Value:$759.7K

% of Portfolio:0.7% ($759.7K/$102.7M)

81369Y605

Shares:14.2K

Value:$706.6K

% of Portfolio:0.7% ($706.6K/$102.7M)

Meta Platforms, Inc.

META|30303M102

Shares:1.2K

Value:$667.1K

% of Portfolio:0.6% ($667.1K/$102.7M)

46138J791

Shares:33.4K

Value:$649.9K

% of Portfolio:0.6% ($649.9K/$102.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	45.7K	QoQ -1.12% (-521) YoY-	All Managers (Combined)	$21.4M	20.8% ($21.4M/$102.7M)	QoQ -9.33% (-$2.2M) YoY-
(IVVcusip464287200)	36.5K	QoQ -0.43% (-159) YoY-	All Managers (Combined)	$20.5M	19.9% ($20.5M/$102.7M)	QoQ -5.01% (-$1.1M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	78.5K	QoQ -6.34% (-5.3K) YoY-	All Managers (Combined)	$8.5M	8.3% ($8.5M/$102.7M)	QoQ -24.43% (-$2.7M) YoY-
Apple Inc.(AAPLcusip037833100)	30.0K	QoQ +4.11% (-1.2K) YoY-	All Managers (Combined)	$6.7M	6.5% ($6.7M/$102.7M)	QoQ -7.66% (-$553.0K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	13.4K	QoQ -9.92% (-1.5K) YoY-	All Managers (Combined)	$5.0M	4.9% ($5.0M/$102.7M)	QoQ -19.94% (-$1.3M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.0K	QoQ -1.51% (-107) YoY-	All Managers (Combined)	$3.7M	3.6% ($3.7M/$102.7M)	QoQ +15.69% (-$502.9K) YoY-
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	5.0K	QoQ -6.31% (-337) YoY-	All Managers (Combined)	$2.7M	2.6% ($2.7M/$102.7M)	QoQ -12.36% (-$376.5K) YoY-
(IWMcusip464287655)	12.4K	QoQ -15.76% (-2.3K) YoY-	All Managers (Combined)	$2.5M	2.4% ($2.5M/$102.7M)	QoQ -23.98% (-$782.8K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.4K	QoQ -1.05% (-26) YoY-	All Managers (Combined)	$2.3M	2.2% ($2.3M/$102.7M)	QoQ +2.28% (-$51.6K) YoY-
(MGKcusip921910816)	7.1K	QoQ +0.08% (-6) YoY-	All Managers (Combined)	$2.2M	2.1% ($2.2M/$102.7M)	QoQ -9.96% (-$243.5K) YoY-
(EFAcusip464287465)	23.8K	QoQ -37.68% (-14.4K) YoY-	All Managers (Combined)	$1.9M	1.9% ($1.9M/$102.7M)	QoQ -32.65% (-$944.9K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.1K	QoQ -2.69% (-87) YoY-	All Managers (Combined)	$1.8M	1.7% ($1.8M/$102.7M)	QoQ -7.12% (-$134.9K) YoY-
AMAZON COM INC(AMZNcusip023135106)	8.5K	QoQ -4.09% (-364) YoY-	All Managers (Combined)	$1.6M	1.6% ($1.6M/$102.7M)	QoQ -16.82% (-$328.4K) YoY-
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	3.7K	QoQ +1.95% (+70) YoY-	All Managers (Combined)	$1.5M	1.5% ($1.5M/$102.7M)	QoQ +0.54% (+$8.3K) YoY-
ELI LILLY & Co(LLYcusip532457108)	1.5K	QoQ -1.26% (-19) YoY-	All Managers (Combined)	$1.2M	1.2% ($1.2M/$102.7M)	QoQ +5.50% (-$63.9K) YoY-
(cusip46138J643)✕	54.7K	QoQ -6.26% (-3.7K) YoY-	All Managers (Combined)	$1.1M	1.1% ($1.1M/$102.7M)	QoQ -5.23% (-$61.5K) YoY-
(cusip46138J825)✕	36.7K	QoQ +2.00% (+723) YoY-	All Managers (Combined)	$759.7K	0.7% ($759.7K/$102.7M)	QoQ +2.15% (+$16.0K) YoY-
(cusip81369Y605)✕	14.2K	QoQ +104.94% (+7.3K) YoY-	All Managers (Combined)	$706.6K	0.7% ($706.6K/$102.7M)	QoQ +111.10% (+$371.9K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	1.2K	QoQ +28.27% (+255) YoY-	All Managers (Combined)	$667.1K	0.6% ($667.1K/$102.7M)	QoQ +26.11% (+$138.1K) YoY-
(cusip46138J791)✕	33.4K	QoQ +1.03% (+342) YoY-	All Managers (Combined)	$649.9K	0.6% ($649.9K/$102.7M)	QoQ +1.29% (+$8.3K) YoY-