Finhabits Advisors
Latest statistics and disclosures from Finhabits Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, VCSH, LQD, VWO, DYNF, and represent 55.49% of Finhabits Advisors's stock portfolio.
- Added to shares of these 10 stocks: GBIL, VCSH, LQD, VTIP, VMBS, EMB, NEAR, VTEB, BINC, VNQ.
- Reduced shares in these 5 stocks: ITOT, DYNF, VEA, SGOL, VWO.
- Finhabits Advisors was a net buyer of stock by $3.7M.
- Finhabits Advisors has $119M in assets under management (AUM), dropping by 9.75%.
- Central Index Key (CIK): 0002106949
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Portfolio Holdings for Finhabits Advisors
Finhabits Advisors holds 15 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 Etf (ITOT) | 18.4 | $22M | -4% | 133k | 164.27 |
|
| Vanguard Scottsdale Fds Etf (VCSH) | 10.0 | $12M | +8% | 151k | 79.03 |
|
| Ishares Tr Etf (LQD) | 10.0 | $12M | +8% | 109k | 109.07 |
|
| Vanguard Intl Equity Index F Etf (VWO) | 9.1 | $11M | 181k | 59.69 |
|
|
| Blackrock Etf Trust Etf (DYNF) | 8.0 | $9.5M | -2% | 140k | 68.01 |
|
| Vanguard Malvern Fds Etf (VTIP) | 8.0 | $9.5M | +5% | 188k | 50.23 |
|
| Vanguard Tax-managed Fds Etf (VEA) | 7.5 | $9.0M | 126k | 71.25 |
|
|
| Goldman Sachs Etf Tr Etf (GBIL) | 7.1 | $8.4M | +16% | 84k | 100.16 |
|
| Ishares Tr Etf (EMB) | 5.2 | $6.2M | +5% | 64k | 96.44 |
|
| Vanguard Scottsdale Fds Etf (VMBS) | 4.6 | $5.5M | +7% | 118k | 46.81 |
|
| Vanguard Mun Bd Fds Etf (VTEB) | 4.1 | $4.9M | +5% | 97k | 50.58 |
|
| Vanguard Index Fds Etf (VNQ) | 3.3 | $3.9M | +2% | 41k | 96.43 |
|
| Blackrock Etf Trust Ii Etf (BINC) | 2.6 | $3.1M | +7% | 58k | 52.34 |
|
| Ishares U S Etf Tr Etf (NEAR) | 1.8 | $2.1M | +16% | 41k | 50.66 |
|
| Etfs Gold Tr Etf (SGOL) | 0.4 | $435k | -9% | 11k | 38.23 |
|
Past Filings by Finhabits Advisors
SEC 13F filings are viewable for Finhabits Advisors going back to 2025
- Finhabits Advisors 2026 Q2 filed Aug. 14, 2026
- Finhabits Advisors 2026 Q1 filed May 6, 2026
- Finhabits Advisors 2025 Q4 filed Jan. 29, 2026