Financial Life Planners

CIK 0002053368 • 6 13F filings • Apr 23, 2025 – Jul 21, 2026

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Filer information

Filed by: Financial Life Planners, Chief Compliance Officer
Address: 2151 EAST BROADWAY, SUITE 203, TEMPE, AZ, 85282
Phone: 720-210-9471
AUM: $139.3M

AUM over time

$155.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $139.3M61 positionsView on SEC.gov

			% of Portfolio
ALPHABET INCCAP STK CL A	COM	$270K	0.2%	863 SH	New
ALPHABET INCCAP STK CL C	COM	$396K	0.3%	1,261 SH	New
AMAZON COM INCCOM	COM	$2.0M	1.4%	8,718 SH	New
APPLE INCCOM	COM	$6.8M	4.9%	24,876 SH	New
APPLOVIN CORPCOM CL A	COM	$217K	0.2%	322 SH	New
ARK ETF TRBLOCKCHAIN & FIN	ETF	$2.7M	1.9%	56,084 SH	New
AXON ENTERPRISE INCCOM	COM	$2.7M	1.9%	4,677 SH	New
BANK AMERICA CORPCOM	COM	$660K	0.5%	11,997 SH	New
BERKSHIRE HATHAWAY INC DELCL B NEW	COM	$3.7M	2.7%	7,454 SH	New
BROADCOM INCCOM	COM	$605K	0.4%	1,749 SH	New
COSTCO WHSL CORP NEWCOM	COM	$2.4M	1.7%	2,761 SH	New
D R HORTON INCCOM	COM	$202K	0.1%	1,402 SH	New
EXXON MOBIL CORPCOM	COM	$235K	0.2%	1,950 SH	New
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT	ETF	$404K	0.3%	8,249 SH	New
GE AEROSPACECOM NEW	COM	$271K	0.2%	878 SH	New
GOLDMAN SACHS GROUP INCCOM	COM	$673K	0.5%	765 SH	New
HOWMET AEROSPACE INCCOM	COM	$558K	0.4%	2,723 SH	New
INTERNATIONAL BUSINESS MACHSCOM	COM	$221K	0.2%	745 SH	New
INVESCO EXCH TRD SLF IDX FDBULSHS 2026 CB	ETF	$641K	0.5%	32,726 SH	New
INVESCO EXCH TRD SLF IDX FDBULSHS 2027 CB	ETF	$396K	0.3%	20,059 SH	New
INVESCO EXCH TRD SLF IDX FDINVSCO BLSH 28	ETF	$1.1M	0.8%	53,999 SH	New
INVESCO QQQ TRUNIT SER 1	ETF	$32.0M	23.0%	52,111 SH	New
ISHARES SILVER TRISHARES	ETF	$379K	0.3%	5,876 SH	New
ISHARES TRCORE S&P MCP ETF	ETF	$410K	0.3%	6,217 SH	New
ISHARES TRCORE S&P500 ETF	ETF	$28.7M	20.6%	41,934 SH	New
ISHARES TREXPANDED TECH	ETF	$228K	0.2%	2,156 SH	New
ISHARES TRRUS 1000 GRW ETF	ETF	$658K	0.5%	1,390 SH	New
ISHARES TRRUS 1000 VAL ETF	ETF	$360K	0.3%	1,713 SH	New
ISHARES TRRUSSELL 2000 ETF	ETF	$431K	0.3%	1,752 SH	New
ISHARES TRS&P MC 400GR ETF	ETF	$228K	0.2%	2,354 SH	New
ISHARES TRS&P SML 600 GWT	ETF	$210K	0.2%	1,490 SH	New
JPMORGAN CHASE & CO.COM	COM	$294K	0.2%	912 SH	New
META PLATFORMS INCCL A	COM	$803K	0.6%	1,216 SH	New
MICROSOFT CORPCOM	COM	$4.3M	3.1%	8,812 SH	New
NETFLIX INCCOM	COM	$794K	0.6%	8,469 SH	New
NRG ENERGY INCCOM NEW	COM	$470K	0.3%	2,954 SH	New
NVIDIA CORPORATIONCOM	COM	$14.4M	10.4%	77,337 SH	New
ORACLE CORPCOM	COM	$281K	0.2%	1,442 SH	New
PALANTIR TECHNOLOGIES INCCL A	COM	$5.2M	3.8%	29,513 SH	New
PROSHARES TRPSHS ULTRA QQQ	ETF	$218K	0.2%	3,094 SH	New
ROBINHOOD MKTS INCCOM CL A	COM	$4.7M	3.4%	41,395 SH	New
RTX CORPORATIONCOM	COM	$624K	0.4%	3,401 SH	New
SALESFORCE INCCOM	COM	$455K	0.3%	1,717 SH	New
SELECT SECTOR SPDR TRSTATE STREET FIN	ETF	$636K	0.5%	11,620 SH	New
SERVICENOW INCCOM	COM	$279K	0.2%	1,820 SH	New
SPDR DOW JONES INDL AVERAGEUT SER 1	ETF	$1.4M	1.0%	2,882 SH	New
SPDR S&P 500 ETF TRTR UNIT	ETF	$2.0M	1.5%	2,969 SH	New
SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP	ETF	$2.3M	1.7%	3,881 SH	New
SPDR SERIES TRUSTSTATE STREET SPD	ETF	$470K	0.3%	5,865 SH	New
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS	COM	$231K	0.2%	760 SH	New
TESLA INCCOM	COM	$688K	0.5%	1,530 SH	New
THE CIGNA GROUPCOM	COM	$245K	0.2%	891 SH	New
VANGUARD INDEX FDSGROWTH ETF	ETF	$464K	0.3%	951 SH	New
VANGUARD INDEX FDSREAL ESTATE ETF	ETF	$371K	0.3%	4,189 SH	New
VANGUARD INDEX FDSS&P 500 ETF SHS	ETF	$439K	0.3%	700 SH	New
VANGUARD SCOTTSDALE FDSVNG RUS1000VAL	ETF	$401K	0.3%	4,340 SH	New
VANGUARD SPECIALIZED FUNDSDIV APP ETF	ETF	$783K	0.6%	3,562 SH	New
VANGUARD WORLD FDMEGA GRWTH IND	ETF	$3.0M	2.1%	7,227 SH	New
VISA INCCOM CL A	COM	$507K	0.4%	1,447 SH	New
VISTRA CORPCOM	COM	$320K	0.2%	1,986 SH	New
WISDOMTREE BITCOIN FDSHS BEN INT	ETF	$1.5M	1.0%	15,712 SH	New

Sold (vs prior filing)

1ST SOURCE CORP — $173K
3M CO — $18K
ABBOTT LABS — $13K
ABBVIE INC — $23K
ACCENTURE PLC IRELAND — $94K
ACUITY INC — $11K
ADVANCED MICRO DEVICES INC — $133K
ADVISORSHARES TR — $5K
AGNC INVT CORP — $34K
AGREE RLTY CORP — $46K
AIR PRODS & CHEMS INC — $30K
ALEXANDER & BALDWIN INC NEW — $24
ALIBABA GROUP HLDG LTD — $377
ALPHABET INC — $210K
ALPHABET INC — $297K
ALTO INGREDIENTS INC — $5
ALTRIA GROUP INC — $23K
AMAZON COM INC — $1.9M
AMERICAN AIRLS GROUP INC — $6K
AMERICAN EXPRESS CO — $43K
… and 342 more

All filings

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Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 29, 2026	Q4 2025	13F-HR	0002053368-26-000001	$139.3M	View
Nov 13, 2025	Q3 2025	13F-HR	0002053368-25-000005	$148.8M	View
Jul 21, 2026	Q2 2026