Financial Life Planners

Q2 2026 13F-HR Holdings

Location
Tempe, AZ
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
339
Total value ($000)
$155,625
Net value change ($000)
+25,181 (19.3%)
New positions
8
Sold out positions
36
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 9,277 30.9%
IVV 5,366 19.5%
NVDA 2,113 15.8%
IWM 1,111 222.2%
HOOD 960 33.7%
XBI 803 2974.1%
AAPL 732 11.7%
CAT 661 489.6%
AVGO 466 86.6%
MGK 446 18.6%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -1,226 -29.0%
COST -155 -5.8%
BTCW -149 -13.3%
SPYM -136 -30.2%
XLF -107 -18.9%
BSCS -96 -9.0%
SLV -76 -21.6%
BSCR -76 -20.9%
MSFT -71 -2.2%
PKST -70 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type