Institutional Fund
Financial Life Planners
Tempe, AZCIK 20533685 filings on record
Portfolio Value
$130.44M
Q1 2026
Holdings
361
Reported positions
New Buys
301
Opened this quarter
QoQ Change
-6.4%
from $139.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr23.0%
- Ishares Tr21.1%
- Nvidia Corporation10.2%
- Apple Inc4.8%
- Palantir Technologies Inc3.2%
- Berkshire Hathaway Inc Del2.7%
- Other35.0%
Portfolio Holdings
361 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 52.0K | $29.99M | 23.0% | −149 | Reduced |
| 2 | Ishares Tr | 42.1K | $27.50M | 21.1% | +173 | Added |
| 3 | Nvidia Corporation | 76.5K | $13.35M | 10.2% | −791 | Reduced |
| 4 | Apple Inc | 24.6K | $6.23M | 4.8% | −320 | Reduced |
| 5 | Palantir Technologies Inc | 28.9K | $4.22M | 3.2% | −647 | Reduced |
| 6 | Berkshire Hathaway Inc Del | 7.4K | $3.54M | 2.7% | −70 | Reduced |
| 7 | Microsoft Corp | 8.6K | $3.18M | 2.4% | −212 | Reduced |
| 8 | Robinhood Mkts Inc | 41.1K | $2.85M | 2.2% | −274 | Reduced |
| 9 | Costco Whsl Corp New | 2.7K | $2.69M | 2.1% | −56 | Reduced |
| 10 | Vanguard World Fd | 6.5K | $2.40M | 1.8% | −705 | Reduced |
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