FINANCIAL LIFE PLANNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 77K | $14.46M |
 | HOOD | 41K | $5.83M |
 | PLTR | 29K | $5.28M |
 | AAPL | 25K | $6.32M |
 | BAC | 12K | $623.48K |
 | FSK | 10K | $147.03K |
 | MSFT | 9K | $4.61M |
 | AMZN | 8K | $1.85M |
 | BRK-B | 8K | $3.87M |
 | AXON | 5K | $3.79M |
 | AGNC | 3K | $33.85K |
 | RTX | 3K | $566.91K |
 | PKST | 3K | $44.05K |
 | RXRX | 3K | $14.57K |
 | SRCE | 3K | $173.47K |
 | COST | 3K | $2.60M |
 | NRG | 3K | $434.72K |
 | CARR | 3K | $159.69K |
 | HWM | 3K | $514.78K |
 | CPRX | 2K | $41.84K |
NVIDIA Corporation
NVDA
Shares Held
77K
Value
$14.46M
Robinhood Markets, Inc.
HOOD
Shares Held
41K
Value
$5.83M
Palantir Technologies Inc.
PLTR
Shares Held
29K
Value
$5.28M
Apple Inc.
AAPL
Shares Held
25K
Value
$6.32M
Bank of America Corporation
BAC
Shares Held
12K
Value
$623.48K
FS KKR Capital Corp.
FSK
Shares Held
10K
Value
$147.03K
Microsoft Corporation
MSFT
Shares Held
9K
Value
$4.61M
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.85M
Berkshire Hathaway Inc.
BRK-B
Shares Held
8K
Value
$3.87M
Axon Enterprise, Inc.
AXON
Shares Held
5K
Value
$3.79M
AGNC Investment Corp.
AGNC
Shares Held
3K
Value
$33.85K
RTX Corporation
RTX
Shares Held
3K
Value
$566.91K
Peakstone Realty Trust
PKST
Shares Held
3K
Value
$44.05K
Recursion Pharmaceuticals, Inc.
RXRX
Shares Held
3K
Value
$14.57K
1st Source Corporation
SRCE
Shares Held
3K
Value
$173.47K
Costco Wholesale Corporation
COST
Shares Held
3K
Value
$2.60M
NRG Energy, Inc.
NRG
Shares Held
3K
Value
$434.72K
Carrier Global Corporation
CARR
Shares Held
3K
Value
$159.69K
Howmet Aerospace Inc.
HWM
Shares Held
3K
Value
$514.78K
Catalyst Pharmaceuticals, Inc.
CPRX
Shares Held
2K
Value
$41.84K