Institutions / Financial Life Planners
Financial Life Planners
CIK 2053368 · Institution · as of Dec 31, 2025
Portfolio value
$139.31M
Positions
61
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 61 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Trunit Ser 1 | $32.01M | 23.0% |
| iShares Trcore S&P500 ETF | $28.72M | 20.6% |
| NVIDIA Corp | $14.42M | 10.4% |
| Apple Inc. | $6.76M | 4.9% |
| Palantir Technologies Inc | $5.25M | 3.8% |
| Robinhood Markets, Inc. | $4.68M | 3.4% |
| Microsoft Corp | $4.26M | 3.1% |
| Warren E. Buffett | $3.75M | 2.7% |
| Vanguard World Fdmega Grwth Ind | $2.98M | 2.1% |
| Ark ETF Trblockchain & Fin | $2.67M | 1.9% |
| Axon Enterprise Inc | $2.66M | 1.9% |
| Costco Wholesale Corp /New | $2.38M | 1.7% |
| SPDR S&P Midcap 400 ETF Trutser1 S&PDCRP | $2.34M | 1.7% |
| SPDR S&P 500 ETF Trtr Unit | $2.02M | 1.5% |
| Amazon.com Inc | $2.01M | 1.4% |
| WisdomTree Bitcoin Fund | $1.46M | 1.0% |
| SPDR Dow Jones Indl Averageut Ser 1 | $1.39M | 1.0% |
| Invesco Exch Trd Slf Idx Fdinvsco Blsh 28 | $1.11M | 0.8% |
| Meta Platforms Inc | $802.6K | 0.6% |
| Netflix Inc | $794.0K | 0.6% |
| Vanguard Specialized Fundsdiv App ETF | $782.8K | 0.6% |
| Tesla Inc | $687.9K | 0.5% |
| The Goldman Sachs Group, Inc. | $672.8K | 0.5% |
| Bank of America Corp /De | $659.8K | 0.5% |
| iShares Trrus 1000 Grw ETF | $657.7K | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.