Financial Life Planners
Q4 2025 13F Holdings
Location
Tempe, AZ
Holdings as of
12/31/2025
Value ($000)
$139,306
Num holdings
61
Date filed
1/29/2026
Form type
13F-HR
Prev filing
11/13/2025
Next filing
SEC
View on sec.gov
Compare Q4 2025 to
2025 Q3
2025 Q2
2025 Q1
2024 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type