FINANCIAL LIFE PLANNERS
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 77K | $13.35M |
 | HOOD | 41K | $2.85M |
 | PLTR | 29K | $4.22M |
 | AAPL | 25K | $6.23M |
 | BAC | 12K | $588.00K |
 | MSFT | 9K | $3.18M |
 | AMZN | 9K | $1.79M |
 | FSK | 8K | $81.53K |
 | BRK-B | 7K | $3.54M |
 | AGNC | 4K | $37.08K |
 | RTX | 3K | $658.26K |
 | RXRX | 3K | $9.17K |
 | SRCE | 3K | $197.43K |
 | HWM | 3K | $642.99K |
 | COST | 3K | $2.69M |
 | CARR | 3K | $151.82K |
 | NRG | 3K | $378.89K |
 | CPRX | 2K | $52.58K |
 | ET | 2K | $40.04K |
 | RR | 2K | $4.18K |
NVIDIA Corporation
NVDA
Shares Held
77K
Value
$13.35M
Robinhood Markets, Inc.
HOOD
Shares Held
41K
Value
$2.85M
Palantir Technologies Inc.
PLTR
Shares Held
29K
Value
$4.22M
Apple Inc.
AAPL
Shares Held
25K
Value
$6.23M
Bank of America Corporation
BAC
Shares Held
12K
Value
$588.00K
Microsoft Corporation
MSFT
Shares Held
9K
Value
$3.18M
Amazon.com, Inc.
AMZN
Shares Held
9K
Value
$1.79M
FS KKR Capital Corp.
FSK
Shares Held
8K
Value
$81.53K
Berkshire Hathaway Inc.
BRK-B
Shares Held
7K
Value
$3.54M
AGNC Investment Corp.
AGNC
Shares Held
4K
Value
$37.08K
RTX Corporation
RTX
Shares Held
3K
Value
$658.26K
Recursion Pharmaceuticals, Inc.
RXRX
Shares Held
3K
Value
$9.17K
1st Source Corporation
SRCE
Shares Held
3K
Value
$197.43K
Howmet Aerospace Inc.
HWM
Shares Held
3K
Value
$642.99K
Costco Wholesale Corporation
COST
Shares Held
3K
Value
$2.69M
Carrier Global Corporation
CARR
Shares Held
3K
Value
$151.82K
NRG Energy, Inc.
NRG
Shares Held
3K
Value
$378.89K
Catalyst Pharmaceuticals, Inc.
CPRX
Shares Held
2K
Value
$52.58K
Energy Transfer LP
ET
Shares Held
2K
Value
$40.04K
Richtech Robotics Inc. Class B Common Stock
RR
Shares Held
2K
Value
$4.18K