Fund Holdings — Financial Life Planners

Total Portfolio Value
$148.84M
Total Bought
$25.22M
Total Sold
$4.74M
Net Transaction
+$20.48M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
INVESCO QQQ TR49,28750,928+1,64127,18930,57520.54%+3,387
ISHARES TR39,44040,992+1,55224,48827,43618.43%+2,947
ROBINHOOD MKTS INC(HOOD)38,00940,687+2,6783,5595,8263.91%+2,267
NVIDIA CORPORATION(NVDA)78,62277,489-1,13312,42214,4589.71%+2,036
PALANTIR TECHNOLOGIES INC(PLTR)26,70528,921+2,2163,6405,2763.54%+1,635
APPLE INC(AAPL)26,07124,828-1,2435,3496,3224.25%+973
ARK ETF TR
BLOC FIN INN ETF
38,03049,612+11,5821,9112,8181.89%+907
WISDOMTREE BITCOIN FD(BTCW)10,14114,005+3,8641,1581,6981.14%+540
VANGUARD WORLD FD7,2977,305+82,6722,9401.98%+268
ISHARES SILVER TR(SLV)05,876+5,87602490.17%+249
D R HORTON INC(DHI)01,400+1,40002370.16%+237
GE AEROSPACE(GE)0762+76202290.15%+229
ISHARES TR01,487+1,48702100.14%+210
ALPHABET INC(GOOG)0864+86402100.14%+210
APPLOVIN CORP(APP)0290+29002080.14%+208
ISHARES TR0603+60301930.13%+193
VISTRA CORP(VST)0939+93901840.12%+184
TESLA INC(TSLA)1,5791,538-415026840.46%+182
ISHARES TR03,682+3,68201750.12%+175
1ST SOURCE CORP(SRCE)02,818+2,81801730.12%+173
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0609+60901700.11%+170
SPDR S&P 500 ETF TR(SPY)2,7582,812+541,7041,8731.26%+169
SPDR GOLD TR(GLD)0450+45001600.11%+160
CARRIER GLOBAL CORPORATION(CARR)02,675+2,67501600.11%+160
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0820+82001560.10%+156
ISHARES TR01,622+1,62201510.10%+151
GOLDMAN SACHS GROUP INC(GS)474608+1343364840.33%+148
CLOUDFLARE INC(NET)0670+67001440.10%+144
MORGAN STANLEY(MS)0899+89901430.10%+143
BROADCOM INC(AVGO)0433+43301430.10%+143
ARM HOLDINGS PLC0991+99101400.09%+140
ISHARES TR0383+38301400.09%+140
PROSHARES TR
PSHS ULTRA QQQ
01,016+1,01601390.09%+139
ISHARES TR01,241+1,24101370.09%+137
HOWMET AEROSPACE INC(HWM)2,0302,623+5933785150.35%+137
WALMART INC(WMT)01,320+1,32001360.09%+136
ADVANCED MICRO DEVICES INC(AMD)0820+82001330.09%+133
SELECT SECTOR SPDR TR
ST STR ENERG ETF
01,463+1,46301310.09%+131
SPDR SERIES TRUST
ST STR BLO 1 ETF
01,387+1,38701270.09%+127
OTIS WORLDWIDE CORP(OTIS)01,355+1,35501240.08%+124
ISHARES TR0870+87001240.08%+124
ISHARES TR0550+55001140.08%+114
PHILIP MORRIS INTL INC(PM)0697+69701130.08%+113
TRANSDIGM GROUP INC(TDG)086+8601130.08%+113
TJX COS INC NEW(TJX)0778+77801130.08%+113
CATERPILLAR INC(CAT)0230+23001100.07%+110
WELLS FARGO CO NEW(WFC)01,246+1,24601040.07%+104
ISHARES TR
FUTU EXPO TE ETF
01,449+1,44901040.07%+104
HOME DEPOT INC(HD)0256+25601040.07%+104
MICROSOFT CORP(MSFT)9,0608,900-1604,5074,6103.10%+103
TRAVELERS COMPANIES INC(TRV)0357+35701000.07%+100
ACCENTURE PLC IRELAND
SHS CLASS A
0380+3800940.06%+94
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0332+3320940.06%+94
EDWARDS LIFESCIENCES CORP01,200+1,2000930.06%+93
THEMES ETF TR0800+8000930.06%+93
VANGUARD INDEX FDS0440+4400920.06%+92
ORACLE CORP(ORCL)1,4361,439+33144050.27%+91
INTUITIVE SURGICAL INC0197+1970880.06%+88
ISHARES TR01,019+1,0190850.06%+85
PROSHARES TR
PSHS ULT S&P 500
0736+7360820.06%+82
SCHWAB STRATEGIC TR03,002+3,0020820.06%+82
ISHARES TR0625+6250810.05%+81
ISHARES TR0664+6640800.05%+80
ISHARES TR0491+4910800.05%+80
VANGUARD SPECIALIZED FUNDS3,3383,533+1956837620.51%+79
BOEING CO(BA)0367+3670790.05%+79
RTX CORPORATION(RTX)3,3643,388+244915670.38%+76
CAPITAL ONE FINL CORP(COF)0356+3560760.05%+76
COCA COLA CO(KO)01,116+1,1160740.05%+74
ALPHABET INC(GOOG)1,2771,221-562272970.20%+71
CORTEVA INC(CTVA)0978+9780660.04%+66
PARKER-HANNIFIN CORP(PH)087+870660.04%+66
HARTFORD INSURANCE GROUP INC(HIG)0493+4930660.04%+66
ISHARES TR1,6351,727+923534180.28%+65
GE VERNOVA INC(GEV)0103+1030630.04%+63
ISHARES TR1,3871,388+15896500.44%+61
PROCTER AND GAMBLE CO(PG)0395+3950610.04%+61
COINBASE GLOBAL INC(COIN)0176+1760590.04%+59
SCHWAB CHARLES CORP(SCHW)0621+6210590.04%+59
SPDR SERIES TRUST
ST STR SP DIV
0420+4200590.04%+59
SPDR SERIES TRUST
ST STR SP400GRW
0639+6390590.04%+59
REPUBLIC SVCS INC(RSG)0254+2540580.04%+58
PUBLIC SVC ENTERPRISE GRP IN(PEG)0672+6720560.04%+56
SPDR INDEX SHS FDS
ST STR SP N AM
0854+8540550.04%+55
GRANITESHARES ETF TR
2X LONG PLTR
01,680+1,6800550.04%+55
BANK AMERICA CORP12,02512,085+605696230.42%+54
ISHARES TR0666+6660540.04%+54
EATON CORP PLC(ETN)0144+1440540.04%+54
BLACKROCK INC(BLK)044+440510.03%+51
PROGRESSIVE CORP(PGR)0202+2020500.03%+50
CVS HEALTH CORP(CVS)0656+6560490.03%+49
GRAND CANYON ED INC(LOPE)0225+2250490.03%+49
ISHARES GOLD TR(IAU)0675+6750490.03%+49
MCDONALDS CORP(MCD)0162+1620490.03%+49
SPDR SERIES TRUST
ST STR SP HOME
0435+4350480.03%+48
ISHARES TR
CORE MSCI TOTAL
0568+5680470.03%+47
AGREE RLTY CORP0646+6460460.03%+46
SPDR S&P MIDCAP 400 ETF TR(MDY)4,0383,914-1242,2882,3331.57%+45
SELECT SECTOR SPDR TR
ST STR CARE ETF
0323+3230450.03%+45
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
0938+9380450.03%+45
Page 1 of 4
Financial Life Planners — 13F Holdings — Q3 2025 | TickerTrail