Financial Life Planners - Portfolio overview

Financial Life Planners has 397 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR UNIT SER 1, 22.65%
2. IVV - ISHARES TR CORE S&P500 ETF, 20.77%
3. NVDA - NVIDIA CORPORATION COM, 10.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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