Financial Life Planners
Net buyer this quarter
$156M
225
+$1.61M
53.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q1 2026 | |||||
 QQQ | $30M | 22.99% | Not reported | -0.3% | Q4 2024 |
 NVDA | $13.3M | 10.23% | 0.00% | -1.0% | Q4 2024 |
 AAPL | $6.23M | 4.78% | 0.00% | -1.3% | Q4 2024 |
 PLTR | $4.22M | 3.24% | 0.00% | -2.2% | Q2 2025 |
 BRK.B | $3.54M | 2.71% | Not reported | -0.9% | Q4 2024 |
 MSFT | $3.18M | 2.44% | 0.00% | -2.4% | Q4 2024 |
 HOOD | $2.85M | 2.18% | 0.02% | -0.7% | Q4 2024 |
 COST | $2.69M | 2.07% | 0.00% | -2.0% | Q4 2024 |
 MDY | $2.35M | 1.80% | Not reported | -1.9% | Q4 2024 |
| SPY | $1.92M | 1.47% | Not reported | -0.8% | Q4 2024 |
 AMZN | $1.79M | 1.37% | 0.00% | -1.6% | Q4 2024 |
| DIA | $1.25M | 0.96% | Not reported | -6.2% | Q4 2024 |
 BTCW | $1.12M | 0.86% | 0.76% | -0.7% | Q4 2024 |
 META | $679K | 0.52% | Not reported | -2.4% | Q4 2024 |
 GS | $662K | 0.51% | 0.00% | +2.4% | Q4 2024 |
 RTX | $658K | 0.50% | 0.00% | +0.3% | Q4 2024 |
 HWM | $643K | 0.49% | 0.00% | +2.5% | Q4 2024 |
 BAC | $588K | 0.45% | 0.00% | +0.5% | Q4 2024 |
 TSLA | $564K | 0.43% | 0.00% | -0.8% | Q4 2024 |
 AVGO | $538K | 0.41% | 0.00% | -0.7% | Q4 2024 |
 NRG | $379K | 0.29% | 0.00% | -12.2% | Q4 2024 |
 SLV | $352K | 0.27% | 0.00% | -12.2% | Q4 2024 |
 GOOG | $333K | 0.26% | Not reported | -7.9% | Q1 2025 |
 XOM | $333K | 0.26% | 0.00% | +0.7% | Q4 2024 |
 TSM | $266K | 0.20% | 0.00% | +3.4% | Q4 2024 |
 JPM | $251K | 0.19% | 0.00% | -6.3% | Q4 2024 |
 GE | $250K | 0.19% | 0.00% | +0.2% | Q4 2024 |
| GOOGL | $248K | 0.19% | 0.00% | +0.1% | Q4 2024 |
 CI | $239K | 0.18% | 0.00% | +0.6% | Q4 2024 |
 ORCL | $213K | 0.16% | 0.00% | +0.3% | Q4 2024 |
| GLD | $210K | 0.16% | 0.00% | Not reported | Q4 2024 |
 GEV | $205K | 0.16% | 0.00% | Not reported | Q4 2024 |
 SRCE | $197K | 0.15% | 0.01% | Not reported | Q4 2024 |
 DHI | $192K | 0.15% | 0.00% | +0.1% | Q4 2024 |
 IBM | $182K | 0.14% | 0.00% | +0.7% | Q4 2024 |
 AMD | $167K | 0.13% | 0.00% | Not reported | Q4 2024 |
 WMT | $164K | 0.13% | 0.00% | Not reported | Q4 2024 |
 LLY | $162K | 0.12% | 0.00% | Not reported | Q4 2024 |
 CARR | $152K | 0.12% | 0.00% | Not reported | Q4 2024 |
 ARM | $150K | 0.11% | 0.00% | Not reported | Q4 2024 |
 MS | $150K | 0.11% | 0.00% | Not reported | Q4 2024 |
 NET | $138K | 0.11% | Not reported | Not reported | Q4 2024 |
 PM | $138K | 0.11% | 0.00% | Not reported | Q4 2024 |
 CAT | $135K | 0.10% | 0.00% | Not reported | Q4 2024 |
 APP | $128K | 0.10% | 0.00% | Not reported | Q3 2025 |
 TJX | $125K | 0.10% | 0.00% | Not reported | Q4 2024 |
 AXON | $122K | 0.09% | 0.00% | -93.9% | Q4 2024 |
 NOW | $113K | 0.09% | 0.00% | -40.7% | Q4 2024 |
 CRM | $109K | 0.08% | 0.00% | -65.9% | Q4 2024 |
 TRV | $105K | 0.08% | 0.00% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| QQQ | $32M | 22.98% | Not reported | +2.3% | Q4 2024 |
| NVDA | $14.4M | 10.35% | 0.00% | -0.2% | Q4 2024 |
| AAPL | $6.76M | 4.85% | 0.00% | +0.2% | Q4 2024 |
| PLTR | $5.25M | 3.77% | 0.00% | +2.1% | Q2 2025 |
| HOOD | $4.68M | 3.36% | 0.02% | +1.7% | Q4 2024 |
| MSFT | $4.26M | 3.06% | 0.00% | -1.0% | Q4 2024 |
| BRK.B | $3.75M | 2.69% | Not reported | -3.0% | Q4 2024 |
| AXON | $2.66M | 1.91% | 0.01% | -11.5% | Q4 2024 |
| COST | $2.38M | 1.71% | 0.00% | -1.9% | Q4 2024 |
| MDY | $2.34M | 1.68% | Not reported | -0.8% | Q4 2024 |
| SPY | $2.02M | 1.45% | Not reported | +5.6% | Q4 2024 |
| AMZN | $2.01M | 1.44% | 0.00% | +3.3% | Q4 2024 |
| BTCW | $1.46M | 1.05% | 1.04% | +12.2% | Q4 2024 |
| DIA | $1.39M | 0.99% | Not reported | +0.4% | Q4 2024 |
| META | $803K | 0.58% | Not reported | +0.6% | Q4 2024 |
 NFLX | $794K | 0.57% | 0.00% | -13.7% | Q4 2024 |
| TSLA | $688K | 0.49% | 0.00% | -0.5% | Q4 2024 |
| GS | $673K | 0.48% | 0.00% | +25.8% | Q4 2024 |
| BAC | $660K | 0.47% | 0.00% | -0.7% | Q4 2024 |
| RTX | $624K | 0.45% | 0.00% | +0.4% | Q4 2024 |
| AVGO | $605K | 0.43% | 0.00% | +303.9% | Q4 2024 |
| HWM | $558K | 0.40% | 0.00% | +3.8% | Q4 2024 |
 V | $507K | 0.36% | 0.00% | -8.3% | Q4 2024 |
| NRG | $470K | 0.34% | 0.00% | +10.1% | Q4 2024 |
| CRM | $455K | 0.33% | 0.00% | -6.3% | Q4 2024 |
| GOOG | $396K | 0.28% | Not reported | +3.3% | Q1 2025 |
| SLV | $379K | 0.27% | 0.00% | Not reported | Q4 2024 |
 VST | $320K | 0.23% | 0.00% | +111.5% | Q3 2025 |
| JPM | $294K | 0.21% | 0.00% | +0.4% | Q4 2024 |
| ORCL | $281K | 0.20% | 0.00% | +0.2% | Q4 2024 |
| NOW | $279K | 0.20% | 0.00% | Not reported | Q4 2024 |
| GE | $271K | 0.19% | 0.00% | +15.2% | Q4 2024 |
| GOOGL | $270K | 0.19% | 0.00% | -0.1% | Q4 2024 |
| CI | $245K | 0.18% | 0.00% | +0.6% | Q4 2024 |
| XOM | $235K | 0.17% | 0.00% | +0.9% | Q4 2024 |
| TSM | $231K | 0.17% | 0.00% | +24.8% | Q4 2024 |
| IBM | $221K | 0.16% | 0.00% | +0.5% | Q4 2024 |
| APP | $217K | 0.16% | 0.00% | +11.0% | Q3 2025 |
| DHI | $202K | 0.14% | 0.00% | +0.1% | Q4 2024 |
| Q3 2025 | |||||
| QQQ | $30.6M | 20.54% | Not reported | +3.3% | Q4 2024 |
| NVDA | $14.5M | 9.71% | 0.00% | -1.4% | Q4 2024 |
| AAPL | $6.32M | 4.25% | 0.00% | -4.8% | Q4 2024 |
| HOOD | $5.83M | 3.91% | 0.02% | +7.1% | Q4 2024 |
| PLTR | $5.28M | 3.54% | 0.00% | +8.3% | Q2 2025 |
| MSFT | $4.61M | 3.10% | 0.00% | -1.8% | Q4 2024 |
| BRK.B | $3.87M | 2.60% | Not reported | -3.9% | Q4 2024 |
| AXON | $3.79M | 2.55% | 0.01% | +5.5% | Q4 2024 |
| COST | $2.6M | 1.75% | 0.00% | +0.5% | Q4 2024 |
| MDY | $2.33M | 1.57% | Not reported | -3.1% | Q4 2024 |
| SPY | $1.87M | 1.26% | Not reported | +2.0% | Q4 2024 |
| AMZN | $1.85M | 1.25% | 0.00% | -1.2% | Q4 2024 |
| BTCW | $1.7M | 1.14% | 0.93% | +38.1% | Q4 2024 |
| DIA | $1.33M | 0.89% | Not reported | -6.1% | Q4 2024 |
| NFLX | $1.18M | 0.79% | 0.00% | +1.7% | Q4 2024 |
| META | $888K | 0.60% | Not reported | +4.3% | Q4 2024 |
| TSLA | $684K | 0.46% | 0.00% | -2.6% | Q4 2024 |
| BAC | $623K | 0.42% | 0.00% | +0.5% | Q4 2024 |
| RTX | $567K | 0.38% | 0.00% | +0.7% | Q4 2024 |
| V | $539K | 0.36% | 0.00% | +10.6% | Q4 2024 |
| HWM | $515K | 0.35% | 0.00% | +29.2% | Q4 2024 |
| GS | $484K | 0.33% | 0.00% | +28.3% | Q4 2024 |
| NRG | $435K | 0.29% | 0.00% | -4.4% | Q4 2024 |
| CRM | $434K | 0.29% | 0.00% | -1.2% | Q4 2024 |
| ORCL | $405K | 0.27% | 0.00% | +0.2% | Q4 2024 |
| NOW | $335K | 0.23% | 0.00% | -8.8% | Q4 2024 |
| GOOG | $297K | 0.20% | Not reported | -4.4% | Q1 2025 |
| JPM | $286K | 0.19% | 0.00% | +4.3% | Q4 2024 |
| CI | $255K | 0.17% | 0.00% | +0.5% | Q4 2024 |
| SLV | $249K | 0.17% | 0.00% | Not reported | Q4 2024 |
| DHI | $237K | 0.16% | 0.00% | Not reported | Q4 2024 |
| GE | $229K | 0.15% | 0.00% | Not reported | Q4 2024 |
| XOM | $218K | 0.15% | 0.00% | +0.9% | Q4 2024 |
| GOOGL | $210K | 0.14% | 0.00% | Not reported | Q4 2024 |
| IBM | $209K | 0.14% | 0.00% | -1.3% | Q4 2024 |
| APP | $208K | 0.14% | 0.00% | New | Q3 2025 |
| VST | $184K | 0.12% | 0.00% | New | Q3 2025 |
| SRCE | $173K | 0.12% | 0.01% | Not reported | Q4 2024 |
| TSM | $170K | 0.11% | 0.00% | Not reported | Q4 2024 |
| GLD | $160K | 0.11% | 0.00% | Not reported | Q4 2024 |
| CARR | $160K | 0.11% | 0.00% | Not reported | Q4 2024 |
 FSK | $147K | 0.10% | 0.00% | +2.0% | Q4 2024 |
| NET | $144K | 0.10% | Not reported | Not reported | Q4 2024 |
| MS | $143K | 0.10% | 0.00% | Not reported | Q4 2024 |
| AVGO | $143K | 0.10% | 0.00% | Not reported | Q4 2024 |
| ARM | $140K | 0.09% | 0.00% | Not reported | Q4 2024 |
| WMT | $136K | 0.09% | 0.00% | Not reported | Q4 2024 |
| LLY | $134K | 0.09% | 0.00% | -85.4% | Q4 2024 |
| AMD | $133K | 0.09% | 0.00% | Not reported | Q4 2024 |
 OTIS | $124K | 0.08% | 0.00% | Not reported | Q4 2024 |
| Q2 2025 | |||||
| QQQ | $27.2M | 22.12% | Not reported | +7.9% | Q4 2024 |
| NVDA | $12.4M | 10.11% | 0.00% | +0.2% | Q4 2024 |
| AAPL | $5.35M | 4.35% | 0.00% | -13.0% | Q4 2024 |
| MSFT | $4.51M | 3.67% | 0.00% | -32.5% | Q4 2024 |
| AXON | $4.14M | 3.37% | 0.01% | +336.8% | Q4 2024 |
| BRK.B | $3.89M | 3.16% | Not reported | +14.9% | Q4 2024 |
| PLTR | $3.64M | 2.96% | 0.00% | New | Q2 2025 |
| HOOD | $3.56M | 2.90% | 0.02% | Not reported | Q4 2024 |
| COST | $2.77M | 2.25% | 0.00% | +14.6% | Q4 2024 |
| MDY | $2.29M | 1.86% | Not reported | -19.2% | Q4 2024 |
| AMZN | $1.88M | 1.53% | 0.00% | +0.2% | Q4 2024 |
| SPY | $1.7M | 1.39% | Not reported | -12.2% | Q4 2024 |
| DIA | $1.35M | 1.10% | Not reported | -16.4% | Q4 2024 |
| NFLX | $1.29M | 1.05% | 0.00% | +200.6% | Q4 2024 |
| BTCW | $1.16M | 0.94% | 0.69% | +109.9% | Q4 2024 |
| LLY | $937K | 0.76% | 0.00% | -19.0% | Q4 2024 |
| META | $855K | 0.70% | Not reported | +0.2% | Q4 2024 |
| BAC | $569K | 0.46% | 0.00% | -0.7% | Q4 2024 |
| V | $507K | 0.41% | 0.00% | +395.5% | Q4 2024 |
| CRM | $506K | 0.41% | 0.00% | -2.5% | Q4 2024 |
| TSLA | $502K | 0.41% | 0.00% | -7.7% | Q4 2024 |
| RTX | $491K | 0.40% | 0.00% | +0.5% | Q4 2024 |
| NRG | $451K | 0.37% | 0.00% | +18.8% | Q4 2024 |
| NOW | $410K | 0.33% | 0.00% | -4.3% | Q4 2024 |
| HWM | $378K | 0.31% | 0.00% | +83.4% | Q4 2024 |
| GS | $336K | 0.27% | 0.00% | +15.6% | Q4 2024 |
| ORCL | $314K | 0.26% | 0.00% | +0.4% | Q4 2024 |
| CI | $291K | 0.24% | 0.00% | +0.6% | Q4 2024 |
| JPM | $252K | 0.21% | 0.00% | +9.7% | Q4 2024 |
| GOOG | $227K | 0.18% | Not reported | -23.3% | Q1 2025 |
| IBM | $221K | 0.18% | 0.00% | +18.8% | Q4 2024 |
| XOM | $207K | 0.17% | 0.00% | +1.0% | Q4 2024 |
| FSK | $200K | 0.16% | 0.00% | +1.9% | Q4 2024 |