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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 48.55% of Financial Life Advisors's stock portfolio.
Added to shares of these 10 stocks: VWO, VGLT, SCHZ, SPHY, SPMB, ITA, IVE, EFV, GLDM, VTIP.
Started 1 new stock position in ITA.
Reduced shares in these 10 stocks: IVW, XCEM, IGSB, EMXC, DYNF, HEFA, IUSB, OEF, IYW, VUG.
Sold out of its positions in SHY, SUB.
Financial Life Advisors was a net buyer of stock by $2.8M.
Financial Life Advisors has $311M in assets under management (AUM), dropping by 6.51%.
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 47 positions in its portfolio as reported in the September 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)	14.4	$45M	-4%	371k	120.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	11.5	$36M	+2%	173k	206.51	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	10.3	$32M	+5%	1.4M	23.47	View chart
Spdr Series Trust Port Mtg Bk Etf (SPMB)	6.3	$20M	+6%	879k	22.44	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.0	$19M	-3%	317k	59.20	View chart
Ishares Tr Eafe Value Etf (EFV)	5.2	$16M	+3%	239k	67.83	View chart
Ishares Tr Core Total Usd (IUSB)	4.5	$14M	-3%	301k	46.71	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	4.4	$14M	+15%	238k	56.86	View chart
Vanguard Index Fds Growth Etf (VUG)	3.9	$12M	-2%	25k	479.61	View chart
Ishares Tr U.s. Tech Etf (IYW)	3.4	$11M	-2%	54k	195.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.1	$9.6M		84k	113.88	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.9	$9.1M		47k	194.50	View chart
Ishares Tr S&p 100 Etf (OEF)	2.8	$8.8M	-4%	27k	332.84	View chart
Spdr Series Trust Portfli High Yld (SPHY)	2.5	$7.9M	+23%	329k	23.94	View chart
Vanguard Index Fds Value Etf (VTV)	2.1	$6.5M		35k	186.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$5.9M	+77%	109k	54.18	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.9	$5.8M	+4%	76k	76.45	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$4.9M	-5%	46k	106.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$4.0M	+2%	79k	50.07	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	1.2	$3.7M	-19%	103k	36.33	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.2	$3.7M	+4%	70k	53.24	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$2.9M	+6%	58k	50.63	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.8	$2.4M	-19%	60k	39.61	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.7	$2.1M	-3%	20k	102.99	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$1.8M	-27%	27k	67.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.3M	-14%	22k	59.92	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$1.2M	+3%	17k	73.48	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$1.2M	-38%	22k	53.03	View chart
Encompass Health Corp (EHC)	0.4	$1.1M		8.8k	127.02	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.1M		34k	31.91	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$930k	NEW	4.4k	209.26	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.3	$816k		18k	45.57	View chart
Amazon (AMZN)	0.3	$781k	-4%	3.6k	219.57	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$749k	-4%	15k	50.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$666k		892.00	746.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$576k		864.00	666.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$560k	-6%	5.9k	95.14	View chart
Apple (AAPL)	0.1	$463k	-4%	1.8k	254.63	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$424k	-18%	1.7k	256.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$412k	+2%	615.00	669.30	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$395k		15k	26.34	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$321k	-11%	3.2k	99.45	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$276k		4.2k	65.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$266k		2.8k	93.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$264k	-22%	3.0k	87.31	View chart
Exxon Mobil Corporation (XOM)	0.1	$250k		2.2k	112.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$239k		728.00	328.17	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 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
Financial Life Advisors 2021 Q4 filed Jan. 31, 2022

View all past filings

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