Fund HoldingsFinancial Life Planners

Total Portfolio Value
$155.63M
Total Bought
$117.33M
Total Sold
$93.98M
Net Transaction
+$23.36M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO QQQ TR053,324+53,324039,26825.23%+39,268
ISHARES TR043,893+43,893032,87121.12%+32,871
ROBINHOOD MKTS INC(HOOD)037,995+37,99503,8102.45%+3,810
BERKSHIRE HATHAWAY INC DEL07,182+7,18203,5942.31%+3,594
PALANTIR TECHNOLOGIES INC(PLTR)025,680+25,68002,9961.93%+2,996
VANGUARD WORLD FD032,345+32,34502,8431.83%+2,843
STATE STR SPDR S&P MIDCAP 40(MDY)03,755+3,75502,6411.70%+2,641
STATE STR SPDR S&P 500 ETF T(SPY)02,931+2,93102,1891.41%+2,189
NVIDIA CORPORATION(NVDA)077,281+77,281015,4639.94%+15,463
ISHARES TR05,363+5,36301,6111.04%+1,611
STATE STR SPDR DOW JONES IND(DIA)02,700+2,70001,4100.91%+1,410
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
047,815+47,81509740.63%+974
WISDOMTREE BITCOIN FD(BTCW)015,628+15,62809690.62%+969
SPDR SERIES TRUST
ST STR SP BIOT
05,246+5,24608300.53%+830
ISHARES TR05,970+5,97007410.48%+741
APPLE INC(AAPL)024,068+24,06806,9644.48%+6,964
VANGUARD SPECIALIZED FUNDS03,010+3,01007120.46%+712
CATERPILLAR INC(CAT)191747+5561357960.51%+661
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
033,393+33,39306520.42%+652
META PLATFORMS INC(META)01,126+1,12606340.41%+634
ALPHABET INC(GOOG)01,621+1,62105730.37%+573
VANGUARD INDEX FDS0799+79905490.35%+549
VANGUARD INDEX FDS05,622+5,62204840.31%+484
BROADCOM INC(AVGO)02,657+2,65701,0040.64%+1,004
SELECT SECTOR SPDR TR
ST STR FINL ETF
08,559+8,55904590.29%+459
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
04,292+4,29204560.29%+456
ISHARES TR05,893+5,89304540.29%+454
GOLDMAN SACHS GROUP INC(GS)01,084+1,08401,0970.70%+1,097
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,249+8,24904310.28%+431
ALPHABET INC(GOOG)01,184+1,18404230.27%+423
HOWMET AEROSPACE INC(HWM)2,7903,949+1,1596431,0620.68%+419
VANGUARD INDEX FDS04,235+4,23504080.26%+408
ISHARES TR01,643+1,64303980.26%+398
SCHWAB STRATEGIC TR07,422+7,42203920.25%+392
GE AEROSPACE(GE)0881+88103290.21%+329
GE VERNOVA INC(GEV)235443+2082055200.33%+315
SPDR SERIES TRUST
ST STR P500ETF
03,570+3,57003140.20%+314
NRG ENERGY INC(NRG)02,138+2,13803120.20%+312
ADVANCED MICRO DEVICES INC(AMD)82082001674760.31%+310
PROSHARES TR
PSHS ULTRA QQQ
03,096+3,09603000.19%+300
AMAZON COM INC(AMZN)08,752+8,75202,0861.34%+2,086
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
014,676+14,67602880.18%+288
ISHARES TR01,583+1,58302830.18%+283
ISHARES SILVER TR(SLV)05,160+5,16002760.18%+276
ISHARES TR02,260+2,26002660.17%+266
ISHARES TR0576+57602270.15%+227
ARM HOLDINGS PLC99199101503510.23%+201
MORGAN STANLEY(MS)0915+91501910.12%+191
PROSHARES TR
PSHS ULT S&P 500
02,786+2,78601880.12%+188
SPDR GOLD TR(GLD)0500+50001840.12%+184
SELECT SECTOR SPDR TR
ST STR ENERG ETF
03,305+3,30501760.11%+176
ISHARES TR01,677+1,67701740.11%+174
ISHARES TR03,074+3,07401740.11%+174
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0815+81501730.11%+173
ISHARES TR01,254+1,25401710.11%+171
APPLOVIN CORP(APP)0322+32201660.11%+166
CLOUDFLARE INC(NET)0670+67001640.11%+164
ISHARES TR0385+38501580.10%+158
TAIWAN SEMICONDUCTOR MANUFAC(TSM)786859+732664100.26%+145
ISHARES TR0894+89401400.09%+140
ISHARES TR
FUTU EXPO TE ETF
01,567+1,56701300.08%+130
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0666+66601270.08%+127
ISHARES TR0557+55701260.08%+126
BANK OF AMER CORP012,115+12,11506900.44%+690
SCHWAB STRATEGIC TR03,082+3,0820980.06%+98
ISHARES TR0632+6320930.06%+93
ISHARES TR0511+5110930.06%+93
MICRON TECHNOLOGY INC(MU)1061060361220.08%+87
VANGUARD INDEX FDS0350+3500850.05%+85
APPLIED MATLS INC2142140731550.10%+82
EATON CORP PLC(ETN)0181+1810770.05%+77
ISHARES TR0548+5480750.05%+75
INTUITIVE SURGICAL INC0188+1880750.05%+75
SPDR SERIES TRUST
ST STR SP400GRW
0643+6430720.05%+72
TESLA INC(TSLA)01,509+1,50906350.41%+635
INTEL CORP(INTC)0659+6590920.06%+92
SPDR INDEX SHS FDS
ST STR SP N AM
0870+8700660.04%+66
VERTIV HOLDINGS CO(VRT)0188+1880630.04%+63
SPDR SERIES TRUST
ST STR SP DIV
0405+4050620.04%+62
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
0939+9390600.04%+60
ISHARES TR
CORE MSCI TOTAL
0586+5860560.04%+56
VANGUARD ADMIRAL FDS INC0400+4000520.03%+52
SELECT SECTOR SPDR TR
ST STR CARE ETF
0327+3270520.03%+52
ISHARES GOLD TR(IAU)0675+6750510.03%+51
SPDR SERIES TRUST
ST STR SP HOME
0438+4380510.03%+51
ELI LILLY & CO(LLY)17617601622110.14%+50
CARRIER GLOBAL CORPORATION(CARR)2,6962,706+101521990.13%+47
VISA INC(V)0134+1340460.03%+46
VANGUARD WORLD FD0277+2770450.03%+45
ISHARES TR0301+3010430.03%+43
ACCENTURE PLC IRELAND
SHS CLASS A
0344+3440430.03%+43
FLEX LNG LTD(FLNG)01,486+1,4860420.03%+42
ENERGY TRANSFER L P(ET)02,109+2,1090400.03%+40
VANGUARD INDEX FDS0104+1040380.02%+38
FREEPORT MCMORAN INC(FCX)0582+5820370.02%+37
D R HORTON INC(DHI)01,404+1,40402290.15%+229
ISHARES TR0206+2060340.02%+34
UNITEDHEALTH GROUP INC(UNH)227229+261950.06%+33
BANNER CORP(BANR)0500+5000330.02%+33
FIDELITY COVINGTON TRUST0114+1140330.02%+33
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