Financial Life Planners

Q3 2025 13F-HR Holdings

Location
Tempe, AZ
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
362
Total value ($000)
$148,842
Net value change ($000)
+25,922 (21.1%)
New positions
308
Sold out positions
0
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 1/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQ 3,386 12.5%
IVV 2,948 12.0%
HOOD 2,267 63.7%
NVDA 2,036 16.4%
PLTR 1,636 44.9%
AAPL 973 18.2%
ARKF 907 47.5%
BTCW 540 46.6%
MGK 268 10.0%
SLV 249 NEW
Top Reduces (Value $000, Stocks/ETFs)
LLY -803 -85.7%
AXON -354 -8.5%
COST -167 -6.0%
XLF -127 -16.8%
NFLX -116 -9.0%
NOW -75 -18.3%
CRM -72 -14.2%
FSK -53 -26.5%
BSCP -42 -5.2%
IWD -41 -10.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type