IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Financial Life Planners

Q1 2026 Holdings

Filed 2026-04-24 | 367 holdings | $130.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
AT&T Inc COM(T)COM00206R102$900.0%
Ishares TR Self Drivng EV(IDRV)ETF46435U366$1600.0%
Alto Ingredients Inc COM(ALTO)COM021513106$2040.0%
Virgin Galactic Holdings Inc COM New(SPCE)COM92766K403$25100.0%
MFA Finl Inc COM(MFA)COM55272X607$2930.0%
Bristol-Myers Squibb Co COM(BMY)COM110122108$3410.0%
Ishares TR US Industrials(IYJ)ETF464287754$3800.0%
Amphenol Corp CL A(APH)COM032095101$5100.0%
Ishares TR ESG AWR US Agrgt(EAGG)ETF46435U549$5110.0%
Ebay Inc. COM(EBAY)COM278642103$5210.0%
Select Sector Spdr TR State Street MAT(XLB)ETF81369Y100$5410.0%
Trump Media & Technology GRO COM(DJT)COM25400Q105$5660.0%
Newmont Corp COM(NEM)COM651639106$7210.0%
Select Sector Spdr TR State Street IND(XLI)ETF81369Y704$7600.0%
Solstice Advanced Matls Inc COM SHS(SOLS)COM83443Q103$7710.0%
Merck & Co Inc COM(MRK)COM58933Y105$7810.0%
Welltower Inc COM(WELL)COM95040Q104$8500.0%
Materion Corp COM(MTRN)COM576690101$9010.0%
Ishares TR ESG AW Msci Eafe(ESGD)ETF46435G516$10110.0%
Canopy Growth Corporation COM New(CGC)COM138035704$1091140.0%
ARK ETF TR Innovation ETF(ARKK)ETF00214Q104$13920.0%
Avery Dennison Corp COM(AVY)COM053611109$14310.0%
Ishares TR ESG Aware Msci(ESML)ETF46435U663$14530.0%
Pfizer Inc COM(PFE)COM717081103$19870.0%
Lumen Technologies Inc COM(LUMN)COM550241103$202290.0%
Vanguard Malvern FDS Strm Infproidx(VTIP)Mutual fund922020805$21240.0%
Spdr Series Trust State Street SPD(SHE)COM78468R747$26120.0%
Gopro Inc CL A(GPRO)COM38268T103$3084000.0%
TCW ETF Trust Transfrm 500 ETF(VOTE)ETF29287L106$31240.0%
Astrazeneca PLC ORD(AZN)ORDG0593M107$31520.0%
ARK ETF TR Autnmus Technlgy(ARKQ)ETF00214Q203$34430.0%
Tidal Trust III Naacp Mino ETF(NACP)ETF45259A209$35170.0%
J P Morgan Exchange Traded F Sustainable Muni(JMSI)ETF46654Q815$36870.0%
Novavax Inc COM New(NVAX)COM670002401$399490.0%
Ishares TR 0-5 YR Tips ETF(STIP)ETF46429B747$43440.0%
Mosaic Co COM(MOS)COM61945C103$466180.0%
Invesco Exch Traded FD TR II Nasdaq 100 ETF(QQQM)ETF46138G649$47720.0%
Ishares TR Core Intl Aggr(IAGG)ETF46435G672$486100.0%
Amplify ETF TR Altrntv Harv ETF(MJ)ETF032108474$493210.0%
Gamco Global Gold NAT RES & COM SH BEN INT(GGN)COM36465A109$5501030.0%
Vanguard Charlotte FDS Total INT BD ETF(BNDX)ETF92203J407$621130.0%
Invesco Exch Traded FD TR II Nasdaqnxtgen100(QQQJ)ETF46138G631$655180.0%
Ralliant Corp COM(RAL)COM750940108$710170.0%
Vontier Corporation COM(VNT)COM928881101$722200.0%
Ishares TR ESG Awre USD ETF(SUSC)ETF46435G193$742320.0%
Palo Alto Networks Inc COM(PANW)COM697435105$96260.0%
Ishares TR ESG AWR Msci USA(ESGU)ETF46435G425$1.0K70.0%
Vanguard World FD ESG US STK ETF(ESGV)ETF921910733$1.1K100.0%
Nano X Imaging LTD ORD SHS(NNOX)COMM70700105$1.2K5340.0%
Ishares TR JPMorgan USD EMG(EMB)ETF464288281$1.2K130.0%
Page 1 of 8Next