Financial Life Planners GOOGL β€” ALPHABET INC

Ownership history in Financial Life Planners  Β·  5 quarters on record

AI Ownership Summary

Financial Life Planners reported ALPHABET INC (GOOGL) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.48% in 2024 Q4. The latest visible filing shows GOOGL at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GOOGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Life Planners's position in ALPHABET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GOOGL was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GOOGL stock page Financial Life Planners fund profile Financial Life Planners full holdings
How Financial Life Planners held GOOGL β€” position size vs. price
% of Fund (quarterly)    GOOGL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 864 +1 +0.1% 0.19% $248K 2026-04-24 $344.40
2025 Q4 REDUCED β€” β€” β€” 863 -1 -0.1% 0.19% $270K 2026-01-29 $338.01
2025 Q3 REDUCED 25.1% +29.1% ❌ 864 -289 -25.1% 0.14% $210K 2025-11-13 $278.19
2025 Q1 REDUCED 61.6% +14.1% ❌ 1,153 -1,852 -61.6% 0.17% $178K 2025-04-23 $154.81
2024 Q4 INITIATED β€” β€” β€” 3,005 β€” β€” 0.48% $571K 2025-01-24 $199.29

🏒 Other funds also holding GOOGL

As of 2026 Q1 β€” sorted by position size

Hingham Institution for Savings 30.35% Draper Asset Management, LLC 3Y 16.38% Luma Capital S.A. - SPF 16.29% Lindsell Train Ltd 3Y 7Y 15.63% ASO GROUP Ltd 15.47% Neumann Advisory Hong Kong Ltd 3Y 7Y 14.56% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 13.51% Manitou Investment Management Ltd. 3Y 7Y 13.44% NNS Holding 3Y 13.31% AMS Capital Ltda 3Y 7Y 12.69%

FAQ About Financial Life Planners and GOOGL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Life Planners reported owning GOOGL?

Financial Life Planners reported GOOGL across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GOOGL position in Financial Life Planners's portfolio?

The largest reported portfolio weight for GOOGL was 0.48% in 2024 Q4.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2026 Q1, when Financial Life Planners reported 864 shares, equal to 0.19% of portfolio, with an estimated market value of $248K.

What does the chart on this GOOGL ownership page compare?

The chart compares Financial Life Planners's quarterly GOOGL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Life Planners time their GOOGL position?

Based on 13F filing dates vs. subsequent GOOGL price moves, Financial Life Planners correctly timed 0 out of 4 reported position changes (0%).

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