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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 47.82% of Financial Life Advisors's stock portfolio.
Added to shares of these 10 stocks: SPMB, BAI, BLCR, IUSB, VWO, DYNF, VUG, VGLT, IVW, SCHZ.
Started 3 new stock positions in BAI, PZA, BLCR.
Reduced shares in these 10 stocks: SPHY, OEF, IYW, GLDM, XCEM, , EMXC, MSFT, HYD, HEFA.
Sold out of its positions in IWR, IEFA, MSFT, NVDA.
Financial Life Advisors was a net buyer of stock by $4.1M.
Financial Life Advisors has $321M in assets under management (AUM), dropping by -1.01%.
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 52 positions in its portfolio as reported in the March 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)	12.7	$41M		361k	113.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	11.0	$35M		167k	211.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	10.9	$35M		1.5M	23.22	View chart
Spdr Series Trust State Street Spd (SPMB)	7.3	$23M	+9%	1.0M	22.39	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.0	$19M	+5%	331k	58.18	View chart
Ishares Tr Eafe Value Etf (EFV)	5.4	$18M		235k	74.35	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	5.1	$16M	+4%	293k	55.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.8	$12M	+9%	223k	54.05	View chart
Vanguard Index Fds Growth Etf (VUG)	3.7	$12M	+6%	27k	436.79	View chart
Ishares Tr Core Univrsl Usd (IUSB)	3.7	$12M	+10%	257k	46.19	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.0	$9.5M		49k	191.81	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.9	$9.2M	+2%	82k	111.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.7	$8.8M	-10%	49k	181.42	View chart
Spdr Series Trust State Street Spd (SPHY)	2.6	$8.4M	-20%	361k	23.32	View chart
Ishares Tr S&p 100 Etf (OEF)	2.3	$7.4M	-14%	23k	318.07	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$6.6M		34k	196.20	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.9	$6.1M	-14%	66k	92.69	View chart
Ishares Tr National Mun Etf (MUB)	1.5	$4.9M	+2%	47k	106.15	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.3	$4.3M	+6%	20k	218.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$4.1M	+2%	82k	49.89	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.2	$3.9M		74k	51.93	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.0	$3.1M		62k	49.95	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.8	$2.6M	+2%	26k	100.72	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.6	$1.8M	-15%	44k	40.81	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.4	$1.4M	NEW	43k	32.95	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.4	$1.4M	NEW	34k	41.06	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$1.4M	+4%	19k	73.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.3M	-8%	20k	64.08	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$1.1M	-20%	13k	78.66	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$982k		34k	29.13	View chart
Encompass Health Corp (EHC)	0.3	$847k		8.8k	96.73	View chart
Spdr Series Trust State Street Spd (TFI)	0.3	$812k		18k	45.34	View chart
Amazon (AMZN)	0.2	$741k	-4%	3.6k	208.27	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$618k		885.00	697.72	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$552k	-30%	11k	50.14	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$520k	-26%	9.9k	52.56	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$520k		5.6k	92.74	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$518k	-3%	797.00	650.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$468k	-2%	716.00	653.21	View chart
Apple (AAPL)	0.1	$446k	-8%	1.8k	253.79	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$440k	+50%	6.3k	69.75	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$400k	NEW	17k	22.98	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$385k		15k	25.64	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$378k	-4%	1.6k	239.99	View chart
Exxon Mobil Corporation (XOM)	0.1	$374k	-2%	2.2k	169.66	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$368k	-37%	8.7k	42.49	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$294k		3.2k	90.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$264k	-6%	2.7k	97.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$258k		901.00	286.81	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$238k		2.5k	93.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$234k		728.00	320.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$223k		778.00	287.18	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 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
Financial Life Advisors 2022 Q2 filed July 22, 2022

View all past filings

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