Stock Taper 
FINANCIAL LIFE PLANNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOG | 1.62K | $572.87K |
 1st Source Corporation | SRCE | 1.79K | $146.08K |
 Exxon Mobil Corporation | XOM | 2K | $272.99K |
 FS KKR Capital Corp. | FSK | 2.02K | $21.16K |
 Energy Transfer LP | ET | 2.11K | $40.32K |
| CP CATALYST PHARMACEUTICALS INC | CPRX | 2.12K | $66.75K |
 NRG Energy, Inc. | NRG | 2.14K | $312.25K |
 Broadcom Inc. | AVGO | 2.66K | $1M |
 Carrier Global Corporation | CARR | 2.71K | $198.52K |
 Costco Wholesale Corporation | COST | 2.71K | $2.54M |
 Recursion Pharmaceuticals, Inc. | RXRX | 2.99K | $10.96K |
 Richtech Robotics Inc. Class B Common Stock | RR | 3K | $6.33K |
 RTX Corporation | RTX | 3.43K | $650.07K |
 AGNC Investment Corp. | AGNC | 3.83K | $41.7K |
 Howmet Aerospace Inc. | HWM | 3.95K | $1.06M |
 Berkshire Hathaway Inc. | BRK-B | 7.18K | $3.59M |
 Microsoft Corporation | MSFT | 8.34K | $3.11M |
 Amazon.com, Inc. | AMZN | 8.75K | $2.09M |
 Bank of America Corporation | BAC | 12.12K | $690.32K |
 Apple Inc. | AAPL | 24.07K | $6.96M |