Finhabits Advisors
Latest statistics and disclosures from Finhabits Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, VCSH, LQD, VWO, VTIP, and represent 55.82% of Finhabits Advisors's stock portfolio.
- Added to shares of these 10 stocks: ITOT, DYNF, GBIL, VWO, LQD, BINC, VCSH, EMB, VNQ, NEAR.
- Reduced shares in these 2 stocks: VEA, SGOL.
- Finhabits Advisors was a net buyer of stock by $3.0M.
- Finhabits Advisors has $108M in assets under management (AUM), dropping by 1.71%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Core S&p Ttl Stk Etf (ITOT) | 18.3 | $20M | +5% | 139k | 142.43 |
|
| Vanguard Shrt Trm Corp Bd Etf (VCSH) | 10.2 | $11M | 139k | 79.27 |
|
|
| Ishares Iboxx Inv Cp Etf (LQD) | 10.1 | $11M | +2% | 101k | 108.99 |
|
| Vanguard Intl Equity Index F Etf (VWO) | 9.0 | $9.8M | +2% | 181k | 54.05 |
|
| Vanguard Strm Infproidx Etf (VTIP) | 8.2 | $8.9M | 178k | 49.95 |
|
|
| Blackrock Ishares Us Equit Etf (DYNF) | 7.7 | $8.4M | +6% | 144k | 58.18 |
|
| Vanguard Ftse Dev Mkt Etf (VEA) | 7.5 | $8.2M | 127k | 64.08 |
|
|
| Goldman Sachs Acces Treasury Etf (GBIL) | 6.7 | $7.2M | +5% | 72k | 100.19 |
|
| Ishares Jpmorgan Usd Emg Etf (EMB) | 5.3 | $5.7M | +2% | 61k | 93.93 |
|
| Vanguard Mtg-bkd Secs Etf (VMBS) | 4.8 | $5.2M | 110k | 46.95 |
|
|
| Vanguard Mun Bd Tax Exempt Etf (VTEB) | 4.2 | $4.6M | 91k | 49.89 |
|
|
| Vanguard Real Estate Etf (VNQ) | 3.2 | $3.5M | +2% | 40k | 88.70 |
|
| Blackrock Ishares Flexible Etf (BINC) | 2.6 | $2.8M | +8% | 55k | 51.93 |
|
| Ishares Short Duration B Etf (NEAR) | 1.7 | $1.8M | +5% | 35k | 50.83 |
|
| Etfs Physcl Gold Etf (SGOL) | 0.5 | $563k | 13k | 44.62 |
|
Past Filings by Finhabits Advisors
SEC 13F filings are viewable for Finhabits Advisors going back to 2025
- Finhabits Advisors 2026 Q1 filed May 6, 2026
- Finhabits Advisors 2025 Q4 filed Jan. 29, 2026