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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 48.24% of Financial Life Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$12M), SPMB (+$5.8M), IUSB (+$5.2M), BAI (+$5.1M), BLCR, VWO, EFG, PZA, SCHZ, SYSB.
Started 10 new stock positions in SPTL, VMBS, ICVT, RSP, IJH, AGG, PB, IJR, SYSB, NVDA.
Reduced shares in these 10 stocks: SPHY (-$8.3M), IYW (-$6.2M), OEF, IVW, TLH, GLDM, DYNF, IVE, XCEM, HYD.
Sold out of its positions in IGSB, HYD.
Financial Life Advisors was a net buyer of stock by $14M.
Financial Life Advisors has $352M in assets under management (AUM), dropping by 9.58%.
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 60 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	13.2	$46M	-6%	338k	137.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	10.5	$37M	-2%	163k	227.06	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	10.3	$36M	+4%	1.6M	23.13	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	8.3	$29M	+24%	1.3M	22.31	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.9	$21M	-7%	306k	68.01	View chart
Ishares Tr Eafe Value Etf (EFV)	5.0	$18M	-2%	229k	76.55	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	4.9	$17M	+5%	310k	55.18	View chart
Ishares Tr Core Univrsl Usd (IUSB)	4.9	$17M	+43%	370k	46.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.4	$16M	+17%	262k	59.69	View chart
Vanguard Index Fds Growth Etf (VUG)	4.0	$14M	+499%	164k	86.14	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.5	$12M	+21%	100k	124.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.0	$11M	-2%	48k	219.43	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	2.1	$7.4M	+225%	140k	52.72	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$7.0M	-4%	32k	217.93	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.7	$6.1M	-50%	24k	252.23	View chart
Ishares Tr National Mun Etf (MUB)	1.5	$5.2M	+3%	48k	107.62	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.4	$5.0M	+3%	20k	242.42	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	1.3	$4.4M	+160%	88k	50.37	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.1	$4.0M	+3%	77k	52.34	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$4.0M	-3%	79k	50.58	View chart
Ishares Tr S&p 100 Etf (OEF)	1.1	$3.8M	-54%	10k	365.87	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.0	$3.4M	-34%	43k	79.42	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$3.2M	+2%	63k	50.23	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.7	$2.4M	+495%	104k	23.52	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.4	$1.5M	-34%	29k	52.88	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.4	$1.5M	NEW	17k	88.72	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$1.4M	+3%	19k	74.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.4M	-2%	20k	71.25	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$1.3M	-7%	12k	102.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.1M		34k	33.84	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$1.1M	NEW	9.1k	121.74	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$920k	+769%	7.7k	119.52	View chart
Encompass Health Corp (EHC)	0.3	$885k		8.8k	101.08	View chart
Amazon (AMZN)	0.2	$854k		3.6k	238.34	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.2	$820k		18k	45.80	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$811k	+36%	1.1k	746.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$536k		716.00	748.89	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$524k	-3%	1.5k	342.83	View chart
Apple (AAPL)	0.1	$508k		1.8k	289.36	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$480k	-8%	5.8k	82.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$462k	+4%	16k	29.43	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$462k	-14%	4.8k	96.46	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$441k	-82%	4.4k	100.35	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$387k	NEW	15k	26.23	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$378k		3.2k	117.06	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$320k		907.00	353.26	View chart
Prosperity Bancshares (PB)	0.1	$312k	NEW	4.3k	73.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$311k	NEW	3.1k	98.98	View chart
Exxon Mobil Corporation (XOM)	0.1	$303k		2.2k	136.72	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$282k		2.7k	103.88	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$270k		2.5k	106.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$269k		728.00	370.04	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$260k	NEW	5.6k	46.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$241k	+284%	3.0k	80.57	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$230k	-43%	4.9k	46.92	View chart
NVIDIA Corporation (NVDA)	0.1	$222k	NEW	1.1k	200.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$212k	NEW	1.4k	148.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$211k	NEW	993.00	212.77	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$205k	NEW	2.7k	77.11	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$205k	-97%	8.7k	23.44	View chart

Past Filings by Financial Life Advisors

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

Financial Life Advisors 2026 Q2 filed July 28, 2026
Financial Life Advisors 2026 Q1 filed April 29, 2026
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

View all past filings

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