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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 48.48% of Financial Life Advisors's stock portfolio.
Added to shares of these 10 stocks: IUSB, SCHZ, NVDA, IVE, BAI, VWO, EFG, JMUB, BND, BLCR.
Started 9 new stock positions in VTEL, SCMB, BND, IWB, Exxon Mobil Corp, USIO, CORO, JMUB, HPE.
Reduced shares in these 10 stocks: VGLT, TFI, IYW, OEF, TLH, MUB, , , VO, HEFA.
Sold out of its positions in XOM, IJH, IJR, TLH, HEFA, SPHY, TFI, VMBS, VO.
Financial Life Advisors was a net buyer of stock by $5.0M.
Financial Life Advisors has $352M in assets under management (AUM), dropping by 0.15%.
Central Index Key (CIK): 0001730813

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Portfolio Holdings for Financial Life Advisors

Financial Life Advisors holds 60 positions in its portfolio as reported in the September 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)	13.7	$48M		338k	142.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	10.8	$38M		166k	228.28	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	10.3	$36M	+4%	1.6M	22.10	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	7.8	$27M		1.3M	21.14	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.0	$21M		305k	69.26	View chart
Ishares Tr Core Univrsl Usd (IUSB)	5.4	$19M	+17%	433k	44.09	View chart
Ishares Tr Eafe Value Etf (EFV)	5.2	$18M		233k	79.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.6	$16M	+3%	271k	59.31	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	4.2	$15M		164k	90.11	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	4.2	$15M	-5%	293k	50.14	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.5	$13M	+4%	104k	119.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.0	$11M		48k	222.24	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	2.1	$7.2M	+9%	153k	47.19	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.9	$6.8M	-2%	31k	216.08	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.6	$5.6M	-12%	21k	264.91	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	1.3	$4.7M	+9%	96k	48.96	View chart
Ishares Tr National Mun Etf (MUB)	1.3	$4.6M	-6%	45k	101.10	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.2	$4.3M	+2%	21k	207.18	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.2	$4.1M	+4%	80k	50.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$3.6M	-4%	76k	47.36	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.0	$3.4M	-4%	41k	82.18	View chart
Ishares Tr S&p 100 Etf (OEF)	0.9	$3.3M	-17%	8.7k	382.08	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$3.2M	+4%	66k	49.22	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.6	$2.1M	-7%	96k	21.39	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.4	$1.4M	+3%	17k	84.28	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.4	$1.4M	-4%	28k	51.41	View chart
NVIDIA Corporation (NVDA)	0.4	$1.4M	+451%	6.1k	228.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.4M		20k	70.61	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$1.3M	-3%	18k	70.51	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$1.2M		12k	99.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.2M		34k	35.93	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$1.1M	+3%	9.4k	112.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$967k		7.7k	125.67	View chart
Encompass Health Corp (EHC)	0.3	$967k	-9%	8.0k	121.49	View chart
Amazon (AMZN)	0.3	$893k		3.6k	249.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$829k		1.1k	762.63	View chart
Apple (AAPL)	0.2	$580k		1.7k	333.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$548k		716.00	765.85	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.2	$547k	+55%	23k	23.85	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$485k		1.5k	317.34	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$484k	+2%	16k	30.00	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$471k		5.8k	81.16	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$471k	NEW	9.9k	47.58	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$411k	-11%	4.2k	97.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$394k	NEW	5.6k	70.15	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$367k		3.2k	113.69	View chart
Exxonmobil Holdings Corp Com Shs	0.1	$366k	NEW	2.2k	162.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$309k		907.00	340.68	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$309k	NEW	13k	24.16	View chart
Vanguard Mun Bd Fds Long Term Tax Ex (VTEL)	0.1	$285k	NEW	3.0k	96.09	View chart
Prosperity Bancshares (PB)	0.1	$283k		4.3k	66.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$282k		2.7k	103.89	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$276k		2.5k	108.70	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$272k		728.00	374.24	View chart
Hewlett Packard Enterprise (HPE)	0.1	$266k	NEW	4.2k	63.89	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$215k	NEW	5.9k	36.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$207k	-30%	2.2k	94.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$207k		993.00	208.02	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$201k	NEW	484.00	416.13	View chart
Usio (USIO)	0.0	$63k	NEW	23k	2.69	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 Q3 filed Oct. 14, 2026
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

View all past filings

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