Financial Life Planners ETF holdings
Tempe, AZ
Reported $97.6M in 131 ETFs in its Form 13F for June 30, 2026.
ETF value
$97.6M
ETFs held
131
Change from prior quarter
+23.3%
With price moves
ETFs as a share of its 13F
62.7%
of $155.6M
Top 10 of 131 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $39.3M | 53,324 | +1,362 shares |
| IVV | iShares Core S&P 500 ETF | $32.9M | 43,893 | +1,786 shares |
| MGK | Vanguard Morningstar Mega Cap Growth ETF | $2.8M | 32,345 | +25,823 shares |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $2.6M | 3,755 | −53 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $2.2M | 2,931 | −15 shares |
| IWM | iShares Russell 2000 ETF | $1.6M | 5,363 | +3,349 shares |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $1.4M | 2,700 | −3 shares |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | $974K | 47,815 | −4,556 shares |
| BTCW | WisdomTree Bitcoin Fund | $969K | 15,628 | +31 shares |
| XBI | State Street SPDR S&P Biotech ETF | $830K | 5,246 | +5,038 shares |
121 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002053368. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Financial Life Planners own?
Financial Life Planners reported 131 ETF positions worth $97.6M in its Form 13F for June 30, 2026. The largest was QQQ, at $39.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.