Financial Life Planners
All 13F Filings
- Location
- Tempe, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 155,625
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 339 | 155,625 | 13F-HR | Financial Life Planners |
| Q1 2026 | 4/24/2026 | 367 | 130,444 | 13F-HR | Financial Life Planners |
| Q4 2025 | 1/29/2026 | 61 | 139,306 | 13F-HR | Financial Life Planners |
| Q3 2025 | 11/13/2025 | 362 | 148,842 | 13F-HR | Financial Life Planners |
| Q2 2025 | 8/8/2025 | 54 | 122,920 | 13F-HR | Financial Life Planners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 59.45 K | 38.2% | 8.155 K | 0 | 8.155 K |
| ETFs | 96.17 K | 61.8% | 17.03 K | 0 | 17.03 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
155,625
Holdings
339
QoQ value change ($000)
25,181
(19.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.