FINANCIAL LIFE PLANNERS
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 77K | $14.42M |
 | HOOD | 41K | $4.68M |
 | PLTR | 30K | $5.25M |
 | AAPL | 25K | $6.76M |
 | BAC | 12K | $659.85K |
 | MSFT | 9K | $4.26M |
 | AMZN | 9K | $2.01M |
 | NFLX | 8K | $794.02K |
 | BRK-B | 7K | $3.75M |
 | AXON | 5K | $2.66M |
 | RTX | 3K | $623.78K |
 | NRG | 3K | $470.39K |
 | COST | 3K | $2.38M |
 | HWM | 3K | $558.24K |
 | VST | 2K | $320.44K |
 | XOM | 2K | $234.65K |
 | NOW | 2K | $278.81K |
 | AVGO | 2K | $605.26K |
 | CRM | 2K | $454.97K |
 | TSLA | 2K | $687.88K |
NVIDIA Corporation
NVDA
Shares Held
77K
Value
$14.42M
Robinhood Markets, Inc.
HOOD
Shares Held
41K
Value
$4.68M
Palantir Technologies Inc.
PLTR
Shares Held
30K
Value
$5.25M
Apple Inc.
AAPL
Shares Held
25K
Value
$6.76M
Bank of America Corporation
BAC
Shares Held
12K
Value
$659.85K
Microsoft Corporation
MSFT
Shares Held
9K
Value
$4.26M
Amazon.com, Inc.
AMZN
Shares Held
9K
Value
$2.01M
Netflix, Inc.
NFLX
Shares Held
8K
Value
$794.02K
Berkshire Hathaway Inc.
BRK-B
Shares Held
7K
Value
$3.75M
Axon Enterprise, Inc.
AXON
Shares Held
5K
Value
$2.66M
RTX Corporation
RTX
Shares Held
3K
Value
$623.78K
NRG Energy, Inc.
NRG
Shares Held
3K
Value
$470.39K
Costco Wholesale Corporation
COST
Shares Held
3K
Value
$2.38M
Howmet Aerospace Inc.
HWM
Shares Held
3K
Value
$558.24K
Vistra Corp.
VST
Shares Held
2K
Value
$320.44K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$234.65K
ServiceNow, Inc.
NOW
Shares Held
2K
Value
$278.81K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$605.26K
Salesforce, Inc.
CRM
Shares Held
2K
Value
$454.97K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$687.88K