Financial Life Planners
SEC Form 13F institutional filer · CIK 0002053368
13F-HR · 170 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
80.1%
Financial Life Planners — $121M AUM allocation strategy
Financial Life Planners files SEC Form 13F and reports $121M of long US equity value across 170 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.3%, followed by Financials 10.7% and Consumer Staples 2.3%.
The top 10 holdings account for 80% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Financial Life Planners — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$121M
total across 170 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
80% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +1.37K sh · −$1.07M+$IWM +1.24K sh · +$332K+$SPGI +1.16K sh · +$241K
Biggest trims (shares)
−$NFLX −8.28K sh · −$776K−$AXON −4.39K sh · −$2.53M−$VST −1.89K sh · −$305K
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors11.0%—
- Technology Hardware, Storage & Peripherals5.1%—
- Application Software3.5%—
- Multi-Sector Holdings2.9%—
- Investment Banking & Brokerage2.9%—
- Systems Software2.6%—
- Financial Exchanges & Data2.5%—
- Consumer Staples Merchandise Retail2.3%—
- Other holdings67.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 76.5K | $13.3M | -791 | 11.0% |
| $AAPL | Apple Inc | 24.6K | $6.23M | -320 | 5.1% |
| $PLTR | Palantir Technologies Inc | 28.9K | $4.22M | -647 | 3.5% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 7.38K | $3.54M | -70 | 2.9% |
| $MSFT | Microsoft Corporation | 8.6K | $3.18M | -212 | 2.6% |
| $SPGI | S&P Global Inc | 8.88K | $3.02M | +1.16K | 2.5% |
| $HOOD | Robinhood Markets Inc | 41.1K | $2.85M | -274 | 2.4% |
| $COST | Costco Wholesale Corporation | 2.71K | $2.69M | -56 | 2.2% |
…and 162 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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