Financial Life Planners
Financial Life Planners reported 339 stocks worth $156M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are QQQ (25.2%), IVV (21.1%) and NVDA (9.9%). Compared with Q1 2026, the fund added to QQQ, IVV and NVDA, trimmed AAPL, HOOD and BRK.B and sold out of PKST, UFEB and DD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $39.3M | 25.2% | 53K | +1,362 (+3%) | 7 of 7 | |
| 2 |  IVV Ishares TR | $32.9M | 21.1% | 44K | +1,786 (+4%) | 7 of 7 | |
| 3 |  NVDA Nvidia Corporation | $15.5M | 9.9% | 77K | +735 (+1%) | 7 of 7 | |
| 4 |  AAPL Apple Inc | $7M | 4.5% | 24K | −488 (−2%) | 7 of 7 | |
| 5 |  HOOD Robinhood Mkts Inc | $3.8M | 2.5% | 38K | −3,126 (−8%) | 6 of 7 | |
| 6 |  BRK.B Berkshire Hathaway Inc Del | $3.6M | 2.3% | 7,182 | −202 (−3%) | 7 of 7 | |
| 7 |  MSFT Microsoft Corp | $3.1M | 2.0% | 8,344 | −256 (−3%) | 7 of 7 | |
| 8 |  PLTR Palantir Technologies Inc | $3M | 1.9% | 26K | −3,186 (−11%) | 5 of 7 | |
| 9 |  MGK Vanguard Mega Cap Growth | $2.8M | 1.8% | 32K | +26K (+396%) | 7 of 7 | |
| 10 |  MDY Spdr S&P Midcap 400 ETF TR | $2.6M | 1.7% | 3,755 | −53 (−1%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PKST Peakstone Realty Trust | $70K | 3,375 |
 UFEB Innovator Etfs Trust | $35K | 966 |
 DD Dupont DE Nemours Inc | $16K | 344 |
 XSW State Street Spdr S&P Software & Services ETF | $16K | 109 |
 CGUS Capital Group Core Equity ET | $13K | 342 |
🔒 Free account: see all 30.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 21, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Financial Life Planners 13F FAQ
What does Financial Life Planners own?
Financial Life Planners reported 339 stocks worth $156M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are QQQ (25.2%), IVV (21.1%) and NVDA (9.9%). The table above lists every position in the filing (the top 10 without an account).
What did Financial Life Planners buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 145 added to, 36 trimmed and 37 sold out. It sold all of PKST, UFEB and DD.
When will Financial Life Planners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Financial Life Planners's portfolio worth?
The Q2 2026 filing reports $156M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.