Financial Life Planners: 13F holdings
CIK 20533682026Q2
| Positions | 339 |
|---|
| Reported value | $155.6m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 339 (-28 vs prior quarter) |
|---|
| Reported value | $155.6m (+19.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 53,324 | $39.3m | 25.2% |
| IVV ISHARES TR | 43,893 | $32.9m | 21.1% |
| NVDA NVIDIA CORPORATION | 77,281 | $15.5m | 9.9% |
| AAPL APPLE INC | 24,068 | $7.0m | 4.5% |
| HOOD ROBINHOOD MKTS INC | 37,995 | $3.8m | 2.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 7,182 | $3.6m | 2.3% |
| MSFT MICROSOFT CORP | 8,344 | $3.1m | 2.0% |
| PLTR PALANTIR TECHNOLOGIES INC | 25,680 | $3.0m | 1.9% |
| MGK VANGUARD WORLD FD | 32,345 | $2.8m | 1.8% |
| MDY STATE STR SPDR S&P MIDCAP 40 | 3,755 | $2.6m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053368")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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