account_balance
Investment manager · 13F filer · SEC CIK 2053368
Financial Life Planners
Reported value$151Mas of Sep 30, 2026
Positions304 5 new, 40 sold out
Top 10 weight76.0%QQQ alone is 26%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
25.5%Trimmed −2%
IVViShares Tr
21.6%Trimmed −3%
NVDANVIDIA Corp
11.4%Trimmed −3%
AAPLApple Inc.
5.1%Trimmed −4%
HOODRobinhood Markets, Inc.
2.7%Trimmed −5%
MSFTMicrosoft Corp
2.6%−9%
BRK-BBerkshire Hathaway Inc
2.3%
MGKVanguard World Fd
1.7%
MDYSPDR S&P Midcap 400 ETF Trust
1.6%
COST1.5%SPY1.5%AMZN1.4%QQQInvesco QQQ Tr
25.5%Trimmed −2%
IVViShares Tr
21.6%Trimmed −3%
NVDANVIDIA Corp
11.4%−3%
AAPLApple Inc.
5.1%
HOOD2.7%MSFT2.6%BRK-BMGK
MDYAMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 25.5% Trimmed −2%
IVV iShares Tr 21.6% Trimmed −3%
NVDA NVIDIA Corp 11.4% Trimmed −3%AAPL Apple Inc. 5.1% Trimmed −4%HOOD Robinhood Markets, Inc. 2.7% Trimmed −5%MSFT Microsoft Corp 2.6% Trimmed −9%BRK-B Berkshire Hathaway Inc 2.3% Trimmed −3%MGK Vanguard World Fd 1.7% Trimmed −15%
MDY SPDR S&P Midcap 400 ETF Trust 1.6% Trimmed −3%COST Costco Wholesale Corp 1.5% Trimmed −5%SPY SPDR S&P 500 ETF Trust 1.5% HeldAMZN Amazon.com Inc 1.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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