StockDriftsStockDriftsTop 50 Financial Life Planners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 25.23% | 53.3K | $39.3M | +2.62%(+1.36K) | $508.87(+41.65%) | 2026-06-30 | |
| IVV | ISHARES TR | 21.12% | 43.9K | $32.9M | +4.24%(+1.79K) | $592.22(+31.26%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 9.94% | 77.3K | $15.5M | +0.96%(+735) | $128.40(+71.70%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.48% | 24.1K | $7.0M | -1.99%(-488) | $232.41(+31.95%) | 2026-06-30 | |
| HOOD | ROBINHOOD MKTS INC | 2.45% | 38.0K | $3.8M | -7.60%(-3.13K) | $67.46(+38.48%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.31% | 7.2K | $3.6M | -2.74%(-202) | $463.13(+13.00%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2% | 8.3K | $3.1M | -2.98%(-256) | $425.90(+18.05%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 1.93% | 25.7K | $3.0M | -11.04%(-3.19K) | $116.09(+52.19%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 1.83% | 32.3K | $2.8M | -0.81%(-265) | $64.63(+39.90%) | 2026-06-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 1.7% | 3.8K | $2.6M | -1.39%(-53) | $569.62(+24.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.14% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.15% |
Financial Life Planners reports $155.63M in US-listed equity holdings across 339 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (25.2%), IVV (21.1%) and NVDA (9.9%). The top 20 holdings account for 82.59% of reported assets. Its disclosed equity book has returned +22.14% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Life Planners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053368). View Financial Life Planners’s 13F filings on SEC