Financial Life Planners

Q1 2026 13F-HR Holdings

Location
Tempe, AZ
Holdings as of
3/31/2026
Value ($000)
$130,443,971
Num holdings
367
Date filed
4/24/2026
Form type
13F-HR
Prev filing
Next filing
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type