Funds › Financial Life Planners
Financial Life Planners
13F for Q3 2026, filed Nov 10, 2026. 304 positions worth $150.8M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 10, 2026
Reported value
$150.8M
−$4.8M (3.1%) vs Q2 2026
Positions
304
332 in Q2 2026
Top 10 share
76.0%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 52,030 | $38.5M | 25.5% | -2.4% | 13F ↗ |
| 2 | iShares Tr Core S&P500 Etf | 42,617 | $32.6M | 21.6% | -2.9% | 13F ↗ |
| 3 | NVDA NVIDIA Corporation | 74,969 | $17.1M | 11.4% | -3.0% | 13F ↗ |
| 4 | AAPL Apple Inc. | 23,216 | $7.7M | 5.1% | -3.5% | 13F ↗ |
| 5 | HOOD Robinhood Markets, Inc. | 36,089 | $4.1M | 2.7% | -5.0% | 13F ↗ |
| 6 | MSFT Microsoft Corporation | 7,578 | $3.9M | 2.6% | -9.2% | 13F ↗ |
| 7 | BRK-B Berkshire Hathaway Inc. Class B | 6,979 | $3.5M | 2.3% | -2.8% | 13F ↗ |
| 8 | Vanguard World Fd Mrngstr Mega Cap | 27,524 | $2.6M | 1.7% | -14.9% | 13F ↗ |
| 9 | MDY State Street SPDR S&P MIDCAP 400 ETF Trust · UTSER1 S&PDCRP | 3,624 | $2.4M | 1.6% | -3.5% | 13F ↗ |
| 10 | COST Costco Wholesale Corporation | 2,566 | $2.3M | 1.5% | -5.5% | 13F ↗ |
| 11 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 2,985 | $2.3M | 1.5% | +1.8% | 13F ↗ |
| 12 | AMZN Amazon.com, Inc. | 8,609 | $2.1M | 1.4% | -1.6% | 13F ↗ |
| 13 | iShares Tr Etf | 6,181 | $1.7M | 1.1% | +15.3% | 13F ↗ |
| 14 | BTCW WisdomTree Bitcoin Fund · Shs Ben Int | 15,141 | $1.3M | 0.9% | -3.1% | 13F ↗ |
| 15 | DIA State Street SPDR Dow Jones Industrial Average ETF Trust | 2,448 | $1.2M | 0.8% | -9.3% | 13F ↗ |
| 16 | Spdr Series Trust St Str Sp Biot | 6,378 | $1.0M | 0.7% | +21.6% | 13F ↗ |
| 17 | GS Goldman Sachs Group, Inc. | 1,078 | $970.5K | 0.6% | -0.6% | 13F ↗ |
| 18 | Invesco Exch Trd Slf Idx Fd Invsco Blsh 28 | 48,107 | $968.2K | 0.6% | +0.6% | 13F ↗ |
| 19 | AVGO Broadcom Inc. | 2,546 | $894.1K | 0.6% | -4.2% | 13F ↗ |
| 20 | HWM Howmet Aerospace Inc. | 3,642 | $823.8K | 0.5% | -7.8% | 13F ↗ |
| 21 | iShares Tr Rus 1000 Grw Etf | 5,975 | $748.5K | 0.5% | +0.1% | 13F ↗ |
| 22 | META Meta Platforms, Inc. | 1,008 | $730.7K | 0.5% | -10.5% | 13F ↗ |
| 23 | RTX RTX Corporation | 3,439 | $638.4K | 0.4% | +0.4% | 13F ↗ |
| 24 | BAC Bank of America Corporation | 11,285 | $614.2K | 0.4% | -6.9% | 13F ↗ |
| 25 | Invesco Exch Trd Slf Idx Fd Bulshs 2026 Cb | 30,313 | $591.7K | 0.4% | -9.2% | 13F ↗ |
| 26 | CAT Caterpillar, Inc. | 729 | $590.8K | 0.4% | -2.4% | 13F ↗ |
| 27 | GOOG Alphabet Inc. Class C | 1,606 | $547.3K | 0.4% | -0.9% | 13F ↗ |
| 28 | Vanguard Index Fds S&P 500 Etf Shs | 751 | $526.4K | 0.3% | -6.0% | 13F ↗ |
| 29 | AMD Advanced Micro Devices, Inc. | 828 | $506.5K | 0.3% | +1.0% | 13F ↗ |
| 30 | Vanguard Index Fds Mrngstr Grwt Etf | 5,618 | $506.2K | 0.3% | -0.1% | 13F ↗ |
| 31 | TSLA Tesla, Inc. | 1,383 | $490.8K | 0.3% | -8.3% | 13F ↗ |
| 32 | Vanguard Scottsdale Fds Vng RUS1000VAL | 4,255 | $462.6K | 0.3% | -0.9% | 13F ↗ |
| 33 | First Tr Exchng Traded Fd Vi Ft Vest Us Eqt | 8,249 | $446.1K | 0.3% | Unchanged | 13F ↗ |
| 34 | GOOGL Alphabet Inc. Class A | 1,231 | $423.6K | 0.3% | +4.0% | 13F ↗ |
| 35 | iShares Tr Rus 1000 Val Etf | 1,649 | $408.9K | 0.3% | +0.4% | 13F ↗ |
| 36 | Schwab Strategic Tr Fundamental Intl | 7,600 | $408.5K | 0.3% | +2.4% | 13F ↗ |
| 37 | GEV GE Vernova Inc. | 426 | $404.7K | 0.3% | -3.8% | 13F ↗ |
| 38 | Vanguard Index Fds Real Estate Etf | 4,272 | $382.9K | 0.3% | +0.9% | 13F ↗ |
| 39 | Select Sector Spdr Tr St Str Finl Etf | 6,767 | $361.4K | 0.2% | -20.9% | 13F ↗ |
| 40 | iShares Tr Core S&P Mcp Etf | 4,958 | $356.7K | 0.2% | -15.9% | 13F ↗ |
| 41 | Spdr Series Trust St Str P500ETF | 3,579 | $321.3K | 0.2% | +0.3% | 13F ↗ |
| 42 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 669 | $305.1K | 0.2% | -22.1% | 13F ↗ |
| 43 | Invesco Exch Trd Slf Idx Fd Bulshs 2027 Cb | 14,822 | $289.7K | 0.2% | +1.0% | 13F ↗ |
| 44 | ARM Arm Holdings plc | 991 | $286.9K | 0.2% | Unchanged | 13F ↗ |
| 45 | SLV iShares Silver Trust · Ishares | 5,181 | $282.4K | 0.2% | +0.4% | 13F ↗ |
| 46 | iShares Tr S&P Sml 600 Gwt | 1,585 | $254.2K | 0.2% | +0.1% | 13F ↗ |
| 47 | CI The Cigna Group | 906 | $246.3K | 0.2% | +0.6% | 13F ↗ |
| 48 | Vanguard Specialized Funds Div App Etf | 1,047 | $244.2K | 0.2% | -65.2% | 13F ↗ |
| 49 | NET Cloudflare, Inc. | 670 | $232.7K | 0.2% | Unchanged | 13F ↗ |
| 50 | iShares Tr S&P Mc 400GR Etf | 2,070 | $226.8K | 0.2% | -8.4% | 13F ↗ |
Showing the top 50 of 304 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
6 new, 93 added to, 73 trimmed, 34 exited, 139 unchanged. By estimated dollars.
New positions (6)
Added to (93)
| iShares Tr Etf | 6,181 | +15.3% | $227.3K |
| Spdr Series Trust St Str Sp Biot | 6,378 | +21.6% | $178.5K |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 2,985 | +1.8% | $41.2K |
| BMNR BitMine Immersion Technologies, Inc. | 2,072 | +54.6% | $19.3K |
| GOOGL Alphabet Inc. Class A | 1,231 | +4.0% | $16.2K |
| Volatility Shs Tr 2X Bitcoin Etf | 1,698 | +59.7% | $12.4K |
| iShares Tr Ishares Semicdtr | 53 | +47.2% | $9,758 |
| Schwab Strategic Tr Fundamental Intl | 7,600 | +2.4% | $9,567 |
| SPCX Space Exploration Technologies Corp. | 235 | +30.6% | $8,298 |
| INTC Intel Corporation | 710 | +7.7% | $6,129 |
Trimmed (73)
| PLTR Palantir Technologies Inc. | 297 | -98.8% | -$4.7M |
| iShares Tr Core S&P500 Etf | 42,617 | -2.9% | -$977.2K |
| Invesco Qqq Tr | 52,030 | -2.4% | -$957.3K |
| NVDA NVIDIA Corporation | 74,969 | -3.0% | -$528.0K |
| Vanguard Specialized Funds Div App Etf | 1,047 | -65.2% | -$457.8K |
| Vanguard World Fd Mrngstr Mega Cap | 27,524 | -14.9% | -$446.7K |
| MSFT Microsoft Corporation | 7,578 | -9.2% | -$392.9K |
| AAPL Apple Inc. | 23,216 | -3.5% | -$283.7K |
| HOOD Robinhood Markets, Inc. | 36,089 | -5.0% | -$214.4K |
| NRG NRG Energy, Inc. | 451 | -78.9% | -$161.4K |
Exited (34)
| Exxon Mobil Corp | 1,997 | Exited | -$273.0K |
| Catalyst Pharmaceuticals Inc | 2,124 | Exited | -$66.7K |
| Select Sector Spdr Tr St Str Care Etf | 327 | Exited | -$51.9K |
| ADC Agree Realty Corporation | 667 | Exited | -$50.5K |
| WMB Williams Companies, Inc. | 578 | Exited | -$43.0K |
| iShares Tr Msci Usa Qlt Fct | 145 | Exited | -$31.7K |
| BP BP p.l.c. · ADR | 845 | Exited | -$31.2K |
| Graniteshares ETF Tr 2X Long Nvda Dai | 1,035 | Exited | -$30.9K |
| Q Qnity Electronics, Inc. | 170 | Exited | -$27.8K |
| Vanguard International Equity Index F Ftse Europe Etf | 312 | Exited | -$27.7K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 10, 2026 | 13F-HR | 304 | $150.8M | Current | SEC ↗ |
| Q2 2026 | Jul 21, 2026 | 13F-HR | 339 | $155.6M | Current | SEC ↗ |
| Q1 2026 | Apr 24, 2026 | 13F-HR | 367 | $130.4M | Current | SEC ↗ |
| Q4 2025 | Jan 29, 2026 | 13F-HR | 61 | $139.3M | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 362 | $148.8M | Current | SEC ↗ |
| Q2 2025 | Aug 8, 2025 | 13F-HR | 54 | $122.9M | Current | SEC ↗ |
| Q1 2025 | Apr 23, 2025 | 13F-HR | 83 | $102.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer