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Net flow Fri 30 Oct:−$815.8MCumulative:+$73.7BNAV:$116.6BCEFI:25 · FearBTC holders vs entry Fri 30 Oct:−3.2%Funds:58Assets:16
data for Fri 30 Oct · published Sat 31 Oct 05:48 UTC · T+1
Net flow Fri 30 Oct−$815.8MCumulative+$73.7BCEFI25Fear
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Financial Life Planners

Other managers our classification, preliminary

Generated from SEC records

Investment manager in Tempe, filing as Financial Life Planners. Its 13F lists 340 positions; crypto ETFs make up 0.6% of the reported value.

Legal name (SEC)
Financial Life Planners
SEC filer ID (CIK)
2053368

Sources: SEC EDGAR (company record and the Q2 2026 13F). No Wikidata entry.

Crypto ETF holdings

Only US spot crypto ETFs from this 13F, not the whole portfolio.

13F filings for the quarter ended Jun 30, 2026 · next update after Nov 14, 2026 · What is a 13F?

Crypto ETF value$1.0MJun 30, 2026
Funds held7BTC · ETH · XRP
Change in shares, q/q0unchanged
Holding sinceQ4 247 quarters in a row

Value across crypto ETFs by quarter

US$, at each quarter-end price; it moves with the coin, shares tell the buying.

Q1 24: $0Q1 24Q2 24: $0Q2 24Q3 24: $0Q3 24Q4 24: $500KQ4 24Q1 25: $400KQ1 25Q2 25: $1.2MQ2 25Q3 25: $1.8M$1.8MQ3 25Q4 25: $1.5MQ4 25Q1 26: $1.2MQ1 26Q2 26: $1.0M$1.0MQ2 26
Q1 24: $0Q1 24Q2 24: $0Q3 24: $0Q4 24: $500KQ4 24Q1 25: $400KQ2 25: $1.2MQ3 25: $1.8M$1.8MQ3 25Q4 25: $1.5MQ1 26: $1.2MQ2 26: $1.0M$1.0MQ2 26

Positions on Jun 30, 2026

7 funds · “largest holder” = biggest position among all 13F filers in that fund

FundAssetValueOf its crypto ETFsOf the fund's 13F valueChange in shares, q/q
BTCWBitcoin$1.0M100.0%1.7%unchanged
BTCBitcoin$00.0%0.0%unchanged
ETHAEthereum$00.0%0.0%unchanged
ETHEEthereum$00.0%0.0%unchanged
GBTCBitcoin$00.0%0.0%unchanged
IBITBitcoin$00.0%0.0%unchanged
XRPCXRP$00.0%0.0%unchanged

Timeline

  1. Q4 24First crypto ETF position on record: $500K, GBTC, BTCW, BTC.
  2. Q1 25Exited GBTC, BTC.
  3. Q3 25Entered GBTC, IBIT, BTC, ETHA. Peak value: $1.8M across crypto ETFs.
  4. Q4 25Exited GBTC, IBIT, BTC, ETHA.
  5. Q1 26Entered GBTC, IBIT, BTC, ETHE, ETHA, XRPC.
  6. Q2 26Holds 7 funds worth $1.0M.

This page shows only crypto ETFs from this manager's 13F, not its whole portfolio. Open this 13F filing on sec.gov