Financial Life Planners, an investment adviser based in Tempe, Arizona, has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity portfolio as of September 30, 2026. The filing lists the firm’s Chief Compliance Officer, Janet Messer, as the authorized signatory. The report details the firm's holdings in over 300 individual securities and exchange-traded funds.
The portfolio is diversified across various sectors, with significant positions held in large-cap technology and consumer companies. Among the largest individual stock holdings listed in the filing are Microsoft Corporation, with 7,578 shares; NVIDIA Corporation, with 74,969 shares; and Amazon.com Inc., with 8,609 shares. Other notable positions include Apple Inc., with 23,216 shares; Berkshire Hathaway Inc. Class B, with 6,979 shares; and Costco Wholesale Corporation, with 2,566 shares.
The filing also indicates substantial exposure to exchange-traded funds. The Invesco QQQ Trust Unit Series 1 is listed as the largest ETF holding, with 52,030 shares. Other major ETF positions include the iShares Core S&P 500 ETF, with 42,617 shares; the Invesco Exchange Traded Fund T S&P500 EQL WGT, with 810 shares; and the Schwab Strategic Trust Fundamental Intl, with 7,600 shares.
