Finhabits Advisors
Latest statistics and disclosures from Finhabits Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002106949
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Positions held by Finhabits Advisors consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Finhabits Advisors
Finhabits Advisors holds 15 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 Core S&p Ttl Stk Etf (ITOT) | 18.5 | $20M | 132k | 148.69 |
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| Vanguard Shrt Trm Corp Bd Etf (VCSH) | 10.3 | $11M | 137k | 79.73 |
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| Ishares Iboxx Inv Cp Etf (LQD) | 10.2 | $11M | 99k | 110.19 |
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| Vanguard Intl Equity Index F Etf (VWO) | 8.9 | $9.5M | 176k | 53.76 |
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| Vanguard Strm Infproidx Etf (VTIP) | 8.3 | $8.8M | 178k | 49.46 |
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| Blackrock Ishares Us Equit Etf (DYNF) | 7.7 | $8.2M | 135k | 60.81 |
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| Vanguard Ftse Dev Mkt Etf (VEA) | 7.5 | $8.0M | 129k | 62.47 |
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| Goldman Sachs Acces Treasury Etf (GBIL) | 6.5 | $6.9M | 69k | 99.94 |
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| Ishares Jpmorgan Usd Emg Etf (EMB) | 5.3 | $5.7M | 59k | 96.28 |
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| Vanguard Mtg-bkd Secs Etf (VMBS) | 4.8 | $5.2M | 110k | 47.08 |
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| Vanguard Mun Bd Tax Exempt Etf (VTEB) | 4.3 | $4.6M | 91k | 50.29 |
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| Vanguard Real Estate Etf (VNQ) | 3.2 | $3.4M | 39k | 88.49 |
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| Blackrock Ishares Flexible Etf (BINC) | 2.5 | $2.6M | 50k | 52.77 |
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| Ishares Short Duration B Etf (NEAR) | 1.6 | $1.7M | 34k | 51.10 |
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| Etfs Physcl Gold Etf (SGOL) | 0.5 | $527k | 13k | 41.08 |
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Past Filings by Finhabits Advisors
SEC 13F filings are viewable for Finhabits Advisors going back to 2025
- Finhabits Advisors 2025 Q4 filed Jan. 29, 2026