Data as of Q4 2025 (Dec 31, 2025)

Financial Life Planners

•CIK: 2053368•Filing: Q4 2025

**Financial Life Planners** manages $139M across a diversified portfolio of 61 positions. The fund exhibits significant concentration in technology and growth names, with top holdings including NDQ at $32.0M and IVV at $28.7M. Further substantial allocations are directed toward NVDA ($14.4M) and AAPL ($6.8M). This structure suggests a focused, high-conviction approach targeting major market indices and leading technology equities.

Total AUM
$139.3M
QoQ Performance
-6.4%
Positions
61
Top 10 Concentration
75.7%
Latest Filing
Q4 2025

Top Holdings Allocation

NDQ
IVV
NVDA
NDQ23.0%
IVV20.6%
NVDA10.4%
AAPL4.9%
PLTR3.8%
HOOD3.4%
MSFT3.1%
BRK/B2.7%

📈 Biggest Buys

NDQ
INVESCO QQQ TRUNIT SER 1
+2.3%
23.0% of portfolio
NFLX
NETFLIX INCCOM
+763.3%
0.6% of portfolio
IVV
ISHARES TRCORE S&P500 ETF
+2.3%
20.6% of portfolio
AVGO
BROADCOM INCCOM
+303.9%
0.4% of portfolio
ARKF
ARK ETF TRBLOCKCHAIN & FIN
+13.0%
1.9% of portfolio

📉 Biggest Sells

AXON
AXON ENTERPRISE INCCOM
-11.5%
1.9% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DELCL B NEW
-3.0%
2.7% of portfolio
V
VISA INCCOM CL A
-8.3%
0.4% of portfolio
COST
COSTCO WHSL CORP NEWCOM
-1.9%
1.7% of portfolio
BSCS
INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 28
-3.9%
0.8% of portfolio

Sector Breakdown

Other47.7%
ETF22.4%
Technology20.4%
Financial4.2%
Consumer3.6%
Industrial0.6%
Communication0.6%
Healthcare0.2%

🚪 Exited Positionssold since Q3 2025

BSCP
INVESCO EXCH TRD SLF IDX FD
SOLD
$761.5K
IWO
ISHARES TR
SOLD
$193.1K
IYE
ISHARES TR
SOLD
$175.0K
SRCE
1ST SOURCE CORP
SOLD
$173.5K
GQ9
SPDR GOLD TR
SOLD
$160.0K
+291 more exited positions

Changes from Q3 2025

↑41 increased
↓18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

NDQ23.0%
INVESCO QQQ TRUNIT SER 1
$32.0M
IVV20.6%
ISHARES TRCORE S&P500 ETF
$28.7M
NVDA10.4%
NVIDIA CORPORATIONCOM
$14.4M
AAPL4.9%
APPLE INCCOM
$6.8M
PLTR3.8%
PALANTIR TECHNOLOGIES INCCL A
$5.2M

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