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Financial Life Planners Historic Quarter Change: USA Stocks, Sold Out

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Financial Life Planners historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Financial Life Planners opened 423 positions, added to 138, reduced 76 and sold out of 474.

  • Q2 2026: Stock PLTR; Country of operation United States; Class COM; Shares before 28,866.
  • Q2 2026: Stock BRKB; Country of operation —; Class COM; Shares before 7,384.
  • Q2 2026: Stock HOOD; Country of operation United States; Class COM; Shares before 41,121.
  • Q2 2026: Stock BTCW; Country of operation United States; Class ETF; Shares before 15,597.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2053368), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026PLTR
PALANTIR TECHNOLOGIES INC CL A		United StatesCOM28,8660-28,866$4,222,495$0-$4,222,4952026-07-21
Q2 2026BRKB
BERKSHIRE HATHAWAY INC DEL CL B NEW		COM7,3840-7,384$3,538,489$0-$3,538,4892026-07-21
Q2 2026HOOD
ROBINHOOD MKTS INC COM CL A		United StatesCOM41,1210-41,121$2,849,691$0-$2,849,6912026-07-21
Q2 2026BTCW
WISDOMTREE BITCOIN FD SHS BEN INT		United StatesETF15,5970-15,597$1,118,426$0-$1,118,4262026-07-21
Q2 2026META
META PLATFORMS INC CL A		United StatesCOM1,1870-1,187$678,921$0-$678,9212026-07-21
Q2 2026NRG
NRG ENERGY INC COM NEW		United StatesCOM2,5930-2,593$378,894$0-$378,8942026-07-21
Q2 2026SLV
ISHARES SILVER TR ISHARES		United StatesETF5,1600-5,160$351,612$0-$351,6122026-07-21
Q2 2026GOOG
ALPHABET INC CAP STK CL C		United StatesCOM1,1620-1,162$333,210$0-$333,2102026-07-21
Q2 2026GE
GE AEROSPACE COM NEW		United StatesCOM8800-880$249,588$0-$249,5882026-07-21
Q2 2026GOOGL
ALPHABET INC CAP STK CL A		United StatesCOM8640-864$248,408$0-$248,4082026-07-21
Q2 2026GLD
SPDR GOLD TR GOLD SHS		United StatesCOM4870-487$209,611$0-$209,6112026-07-21
Q2 2026MS
MORGAN STANLEY COM NEW		United StatesCOM9100-910$149,768$0-$149,7682026-07-21
Q2 2026NET
CLOUDFLARE INC CL A COM		United StatesCOM6700-670$138,248$0-$138,2482026-07-21
Q2 2026APP
APPLOVIN CORP COM CL A		United StatesCOM3220-322$128,156$0-$128,1562026-07-21
Q2 2026ISRG
INTUITIVE SURGICAL INC COM NEW		United StatesCOM1970-197$90,816$0-$90,8162026-07-21
Q2 2026ACN
ACCENTURE PLC IRELAND SHS CLASS A		COM3810-381$75,621$0-$75,6212026-07-21
Q2 2026PKST
PEAKSTONE REALTY TRUST COMMON SHARES		United StatesCOM3,3750-3,375$70,497$0-$70,4972026-07-21
Q2 2026IAU
ISHARES GOLD TR ISHARES NEW		United StatesETF6750-675$59,508$0-$59,5082026-07-21
Q2 2026V
VISA INC COM CL A		United StatesCOM1840-184$55,700$0-$55,7002026-07-21
Q2 2026ETN
EATON CORP PLC SHS		COM1450-145$51,801$0-$51,8012026-07-21
Q2 2026VRT
VERTIV HOLDINGS CO COM CL A		United StatesCOM1880-188$47,160$0-$47,1602026-07-21
Q2 2026FLNG
FLEX LNG LTD SHS		BermudaCOM1,4510-1,451$43,112$0-$43,1122026-07-21
Q2 2026ET
ENERGY TRANSFER L P COM UT LTD PTN		United StatesCOM2,0740-2,074$40,036$0-$40,0362026-07-21
Q2 2026FCX
FREEPORT MCMORAN INC CL B		United StatesCOM5810-581$34,124$0-$34,1242026-07-21
Q2 2026BANR
BANNER CORP COM NEW		United StatesCOM4960-496$30,122$0-$30,1222026-07-21
Q2 2026USB
US BANCORP COM NEW		United StatesCOM5200-520$27,058$0-$27,0582026-07-21
Q2 2026PAA
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN		United StatesCOM1,2030-1,203$26,864$0-$26,8642026-07-21
Q2 2026LNG
CHENIERE ENERGY INC COM NEW		United StatesCOM910-91$25,725$0-$25,7252026-07-21
Q2 2026BMNR
BITMINE IMMERSION TECNOLOGIE COM NEW		United StatesCOM1,0520-1,052$20,812$0-$20,8122026-07-21
Q2 2026MAR
MARRIOTT INTL INC NEW CL A		United StatesCOM610-61$19,901$0-$19,9012026-07-21
Q2 2026Q
QNITY ELECTRONICS INC COMMON STOCK		United StatesCOM1700-170$19,644$0-$19,6442026-07-21
Q2 2026ASTS
AST SPACEMOBILE INC COM CL A		United StatesCOM2000-200$16,574$0-$16,5742026-07-21
Q2 2026LIN
LINDE PLC SHS		United KingdomCOM300-30$14,972$0-$14,9722026-07-21
Q2 2026B
BARRICK MNG CORP COM SHS		COM3630-363$14,799$0-$14,7992026-07-21
Q2 2026COIN
COINBASE GLOBAL INC COM CL A		United StatesCOM750-75$13,096$0-$13,0962026-07-21
Q2 2026MDLZ
MONDELEZ INTL INC CL A		United StatesCOM2140-214$12,312$0-$12,3122026-07-21
Q2 2026VLTO
VERALTO CORP COM SHS		United StatesCOM1150-115$10,177$0-$10,1772026-07-21
Q2 2026RXRX
RECURSION PHARMACEUTICALS IN CL A		United StatesCOM2,9860-2,986$9,168$0-$9,1682026-07-21
Q2 2026MA
MASTERCARD INCORPORATED CL A		United StatesCOM110-11$5,521$0-$5,5212026-07-21
Q2 2026CGNT
COGNYTE SOFTWARE LTD ORD SHS		COM6660-666$5,395$0-$5,3952026-07-21
Q2 2026RR
RICHTECH ROBOTICS INC CL B		United StatesCOM2,0000-2,000$4,180$0-$4,1802026-07-21
Q2 2026GDDY
GODADDY INC CL A		United StatesCOM480-48$3,969$0-$3,9692026-07-21
Q2 2026CRWV
COREWEAVE INC COM CL A		United StatesCOM400-40$3,099$0-$3,0992026-07-21
Q2 2026BSX
BOSTON SCIENTIFIC CORP COM		United StatesCOM360-36$2,259$0-$2,2592026-07-21
Q2 2026WDAY
WORKDAY INC CL A		United StatesCOM170-17$2,209$0-$2,2092026-07-21
Q2 2026MICC
MAGNUM ICE CREAM CO NV ORD SHS		NetherlandsCOM990-99$1,481$0-$1,4812026-07-21
Q2 2026CHWY
CHEWY INC CL A		United StatesCOM500-50$1,350$0-$1,3502026-07-21
Q2 2026HONZZZZ
HONEYWELL INTL INC COM		COM50-5$1,233$0-$1,2332026-07-21
Q2 2026NNOX
NANO X IMAGING LTD ORD SHS		COM5340-534$1,213$0-$1,2132026-07-21
Q2 2026GGN
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT		United StatesCOM1030-103$550$0-$5502026-07-21
Q2 2026NVAX
NOVAVAX INC COM NEW		United StatesCOM490-49$399$0-$3992026-07-21
Q2 2026GPRO
GOPRO INC CL A		United StatesCOM4000-400$308$0-$3082026-07-21
Q2 2026CGC
CANOPY GROWTH CORPORATION COM NEW		COM1140-114$109$0-$1092026-07-21
Q2 2026SOLS
SOLSTICE ADVANCED MATLS INC COM SHS		United StatesCOM10-1$77$0-$772026-07-21
Q2 2026APH
AMPHENOL CORP CL A		United StatesCOM000$51$0-$512026-07-21
Q2 2026SPCE
VIRGIN GALACTIC HOLDINGS INC COM NEW		United StatesCOM100-10$25$0-$252026-07-21

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