13F Filings History of Financial Life Planners

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$139,306,098
Signature - Title
Janet Messer - Chief Compliance Officer
Location
Tempe, AZ
Summary
This page shows a list of all the recent 13F filings made by Financial Life Planners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Life Planners reported 61 stock holdings with total value $139,306,098 as of Q4 2025. Top holdings included QQQ, IVV, NVDA, AAPL, and PLTR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 61 $139,306,098 +$4,278,080 -$11,303,277 -$7,025,197 QQQ, IVV, NVDA, AAPL, PLTR 13F-HR 29 Jan 2026, 11:45
Q3 2025 357 $148,841,493 +$16,036,152 -$2,171,733 +$13,864,419 QQQ, IVV, NVDA, AAPL, HOOD 13F-HR 13 Nov 2025, 11:55
Q2 2025 54 $122,920,048 +$19,497,681 -$13,311,596 +$6,186,085 QQQ, IVV, NVDA, AAPL, MSFT 13F-HR 08 Aug 2025, 13:35
Q1 2025 83 $102,738,971 +$2,573,246 -$11,541,010 -$8,967,764 QQQ, IVV, NVDA, AAPL, MSFT 13F-HR 23 Apr 2025, 16:08
Q4 2024 399 $119,314,057 $0 $0 $0 QQQ, IVV, NVDA, AAPL, MSFT 13F-HR 24 Jan 2025, 16:11