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Financial Life Advisors

Latest statistics and disclosures from Financial Life Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVW, IVE, SCHZ, SPMB, DYNF, and represent 47.53% of Financial Life Advisors's stock portfolio.
Added to shares of these 10 stocks: VWO (+$5.1M), ITA, SPHY, SCHZ, VGLT, SPMB, TLH, QUAL, GOOG, MSFT.
Started 6 new stock positions in NVDA, VONV, GOOG, IWR, MSFT, VO.
Reduced shares in these 10 stocks: IUSB, XCEM, HEFA, IVW, IVE, EMXC, IGSB, EFG, VTV, DYNF.
Financial Life Advisors was a net buyer of stock by $8.2M.
Financial Life Advisors has $324M in assets under management (AUM), dropping by 4.18%.
Central Index Key (CIK): 0001730813

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Positions held by Financial Life Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 53 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	13.5	$44M	-4%	356k	123.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	10.9	$35M	-3%	166k	212.07	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	10.6	$35M	+7%	1.5M	23.37	View chart
Spdr Series Trust State Street Spd (SPMB)	6.6	$21M	+8%	953k	22.41	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.9	$19M		315k	60.81	View chart
Ishares Tr Eafe Value Etf (EFV)	5.2	$17M		238k	71.41	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	4.8	$16M	+17%	279k	55.80	View chart
Vanguard Index Fds Growth Etf (VUG)	3.8	$12M		26k	487.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.4	$11M	+87%	205k	53.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	3.4	$11M		55k	199.68	View chart
Ishares Tr Core Univrsl Usd (IUSB)	3.3	$11M	-22%	233k	46.54	View chart
Spdr Series Trust State Street Spd (SPHY)	3.3	$11M	+38%	455k	23.67	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.0	$9.6M	+3%	49k	198.62	View chart
Ishares Tr S&p 100 Etf (OEF)	2.8	$9.2M		27k	342.97	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.8	$9.2M	-4%	81k	113.92	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.0	$6.5M		77k	85.37	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$6.3M	-5%	33k	190.99	View chart
Ishares Tr National Mun Etf (MUB)	1.5	$4.8M	-2%	45k	107.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$4.0M		80k	50.29	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.2	$4.0M	+317%	19k	214.69	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.2	$4.0M	+6%	75k	52.77	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$3.0M	+6%	61k	49.46	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.8	$2.5M	+24%	25k	101.67	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.6	$2.0M	-49%	52k	38.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.4M		22k	62.47	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$1.3M	+5%	18k	71.42	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$1.2M	-38%	17k	72.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.1M		34k	32.62	View chart
Encompass Health Corp (EHC)	0.3	$930k		8.8k	106.14	View chart
Amazon (AMZN)	0.3	$863k	+5%	3.7k	230.82	View chart
Spdr Series Trust State Street Spd (TFI)	0.3	$818k		18k	45.71	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$806k	+7%	16k	51.12	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$709k	-39%	13k	52.88	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$672k		892.00	753.78	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$575k	-76%	14k	41.36	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$563k	-4%	825.00	681.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$530k	-4%	5.6k	94.16	View chart
Apple (AAPL)	0.2	$523k	+5%	1.9k	271.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$503k	+19%	735.00	684.94	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$414k		1.7k	250.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$404k		15k	26.91	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$316k		3.2k	97.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$283k	NEW	901.00	313.74	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$281k		4.2k	67.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$279k	+2%	2.9k	96.03	View chart
Exxon Mobil Corporation (XOM)	0.1	$272k		2.3k	120.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$271k		3.0k	89.46	View chart
Microsoft Corporation (MSFT)	0.1	$259k	NEW	535.00	483.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$244k		728.00	335.27	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$234k	NEW	2.5k	92.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$226k	NEW	778.00	290.22	View chart
NVIDIA Corporation (NVDA)	0.1	$212k	NEW	1.1k	186.50	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$204k	NEW	2.1k	96.27	View chart

Past Filings by Financial Life Advisors

SEC 13F filings are viewable for Financial Life Advisors going back to 2017

Financial Life Advisors 2025 Q4 filed Jan. 30, 2026
Financial Life Advisors 2025 Q3 filed Nov. 3, 2025
Financial Life Advisors 2025 Q2 filed July 23, 2025
Financial Life Advisors 2025 Q1 filed April 24, 2025
Financial Life Advisors 2024 Q4 filed Jan. 28, 2025
Financial Life Advisors 2024 Q3 filed Oct. 21, 2024
Financial Life Advisors 2024 Q2 filed Aug. 9, 2024
Financial Life Advisors 2024 Q1 filed April 18, 2024
Financial Life Advisors 2023 Q4 filed March 19, 2024
Financial Life Advisors 2023 Q3 filed Nov. 1, 2023
Financial Life Advisors 2023 Q2 filed July 18, 2023
Financial Life Advisors 2023 Q1 filed April 26, 2023
Financial Life Advisors 2022 Q4 filed Feb. 7, 2023
Financial Life Advisors 2022 Q3 filed Oct. 28, 2022
Financial Life Advisors 2022 Q2 filed July 22, 2022
Financial Life Advisors 2022 Q1 filed April 20, 2022

View all past filings

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