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Financial Life Planners | Tormere

Financial Life Planners

Est. AUM

$130.3M

13F long equity, this entity only

Positions

366

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO QQQ TR UNIT SER 1	ETF	$30.0M	51962	23.01%	SOLE
2	ISHARES TR CORE S&P500 ETF	ETF	$27.5M	42107	21.10%	SOLE
3	NVIDIA CORPORATION COM	COM	$13.3M	76546	10.24%	SOLE
4	APPLE INC COM	COM	$6.2M	24556	4.78%	SOLE
5	PALANTIR TECHNOLOGIES INC CL A	COM	$4.2M	28866	3.24%	SOLE
6	BERKSHIRE HATHAWAY INC DEL CL B NEW	COM	$3.5M	7384	2.71%	SOLE
7	MICROSOFT CORP COM	COM	$3.2M	8600	2.44%	SOLE
8	ROBINHOOD MKTS INC COM CL A	COM	$2.9M	41121	2.19%	SOLE
9	COSTCO WHOLESALE CORPORATION COM	COM	$2.7M	2705	2.07%	SOLE
10	VANGUARD WORLD FD MEGA GRWTH IND	Mutual fund	$2.4M	6522	1.84%	SOLE
11	STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP	COM	$2.3M	3808	1.80%	SOLE
12	STATE STR SPDR S&P 500 ETF T TR UNIT	COM	$1.9M	2946	1.47%	SOLE
13	AMAZON COM INC COM	COM	$1.8M	8578	1.37%	SOLE
14	STATE STR SPDR DOW JONES IND UT SER 1	COM	$1.3M	2703	0.96%	SOLE
15	WISDOMTREE BITCOIN FD SHS BEN INT	ETF	$1.1M	15597	0.86%	SOLE
16	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28	ETF	$1.1M	52371	0.82%	SOLE
17	META PLATFORMS INC CL A	COM	$679K	1187	0.52%	SOLE
18	GOLDMAN SACHS GROUP INC COM	COM	$662K	783	0.51%	SOLE
19	RTX CORPORATION COM	COM	$658K	3412	0.50%	SOLE
20	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB	ETF	$646K	33061	0.50%	SOLE
21	VANGUARD SPECIALIZED FUNDS DIV APP ETF	ETF	$645K	2998	0.49%	SOLE
22	HOWMET AEROSPACE INC COM	COM	$643K	2790	0.49%	SOLE
23	ISHARES TR RUS 1000 GRW ETF	ETF	$593K	1391	0.45%	SOLE
24	BANK AMERICA CORP COM	COM	$588K	12062	0.45%	SOLE
25	SELECT SECTOR SPDR TR STATE STREET FIN	ETF	$566K	11470	0.43%	SOLE
26	TESLA INC COM	COM	$564K	1518	0.43%	SOLE
27	BROADCOM INC COM	COM	$538K	1737	0.41%	SOLE
28	ISHARES TR RUSSELL 2000 ETF	ETF	$500K	2014	0.38%	SOLE
29	SPDR SERIES TRUST STATE STREET SPD	COM	$450K	5879	0.35%	SOLE
30	VANGUARD INDEX FDS S&P 500 ETF SHS	ETF	$419K	701	0.32%	SOLE
31	VANGUARD INDEX FDS GROWTH ETF	ETF	$416K	952	0.32%	SOLE
32	ISHARES TR CORE S&P MCP ETF	ETF	$411K	6089	0.32%	SOLE
33	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL	Mutual fund	$409K	4359	0.31%	SOLE
34	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT	ETF	$393K	8249	0.30%	SOLE
35	NRG ENERGY INC COM NEW	COM	$379K	2593	0.29%	SOLE
36	VANGUARD INDEX FDS REAL ESTATE ETF	ETF	$376K	4233	0.29%	SOLE
37	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB	ETF	$364K	18563	0.28%	SOLE
38	ISHARES SILVER TR ISHARES	ETF	$352K	5160	0.27%	SOLE
39	ISHARES TR RUS 1000 VAL ETF	ETF	$350K	1638	0.27%	SOLE
40	ALPHABET INC CAP STK CL C	COM	$333K	1162	0.26%	SOLE
41	EXXON MOBIL CORP COM	COM	$333K	1963	0.26%	SOLE
42	TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS	SPONSORED ADS	$266K	786	0.20%	SOLE
43	JPMORGAN CHASE & CO COM	COM	$251K	855	0.19%	SOLE
44	GE AEROSPACE COM NEW	COM	$250K	880	0.19%	SOLE
45	ALPHABET INC CAP STK CL A	COM	$248K	864	0.19%	SOLE
46	ISHARES TR U.S. ENERGY ETF	ETF	$240K	3710	0.18%	SOLE
47	THE CIGNA GROUP COM	COM	$239K	896	0.18%	SOLE
48	ISHARES TR S&P MC 400GR ETF	ETF	$237K	2356	0.18%	SOLE
49	ISHARES TR S&P SML 600 GWT	ETF	$216K	1492	0.17%	SOLE
50	ORACLE CORP COM	COM	$213K	1446	0.16%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.