Sign In
test

Janet Messer

Financial Life Planners

Assets Managed
$130.444M
Holdings
367
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
-6.36%(2Q avg: -6.38%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Life Planners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 367 positions.

Assets under management

The assets under management (AUM) of Financial Life Planners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 130.444M in assets, with a quarterly growth rate of -6.36% and a 2-quarter average growth rate of -6.38%. The portfolio is managed by Janet Messer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.28%
23%
$29.991M
51,962 shares@ $577.18 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.42%
21.09%
$27.505M
42,107 shares@ $653.22 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.02%
10.24%
$13.35M
76,546 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.28%
4.78%
$6.232M
24,556 shares@ $253.8 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Decreased -2.19%
3.24%
$4.222M
28,866 shares@ $146.28 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.93%
2.72%
$3.538M
7,384 shares@ $479.22 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.4%
2.45%
$3.183M
8,600 shares@ $370.16 avg price
HOOD
Robinhood Markets Inc - A
Recent Activity
Decreased -0.66%
2.19%
$2.85M
41,121 shares@ $69.31 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -2.02%
2.07%
$2.695M
2,705 shares@ $996.29 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Decreased -9.75%
1.84%
$2.397M
6,522 shares@ $367.46 avg price

1-10 of 367