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 55.44% of Finhabits Advisors's stock portfolio.
- Added to shares of these 10 stocks: LQD, VCSH, GBIL, EMB, VTEB, VTIP, VNQ, VMBS, VWO, BINC.
- Reduced shares in these 2 stocks: ITOT, DYNF.
- Finhabits Advisors was a net buyer of stock by $3.2M.
- Finhabits Advisors has $120M in assets under management (AUM), dropping by 0.77%.
- 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 September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Etf (ITOT) | 18.3 | $22M | 132k | 166.28 |
|
|
| Vanguard Scottsdale Fds Etf (VCSH) | 10.1 | $12M | +3% | 156k | 77.25 |
|
| Ishares Tr Etf (LQD) | 9.9 | $12M | +6% | 116k | 102.18 |
|
| Vanguard Intl Equity Index F Etf (VWO) | 9.1 | $11M | +2% | 184k | 59.31 |
|
| Blackrock Etf Trust Etf (DYNF) | 8.1 | $9.6M | 139k | 69.26 |
|
|
| Vanguard Malvern Fds Etf (VTIP) | 8.0 | $9.6M | +3% | 194k | 49.22 |
|
| Vanguard Tax-managed Fds Etf (VEA) | 7.5 | $9.0M | 127k | 70.61 |
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|
| Goldman Sachs Etf Tr Etf (GBIL) | 7.3 | $8.8M | +3% | 88k | 100.11 |
|
| Ishares Tr Etf (EMB) | 5.1 | $6.1M | +5% | 67k | 90.84 |
|
| Vanguard Scottsdale Fds Etf (VMBS) | 4.6 | $5.5M | +4% | 123k | 44.41 |
|
| Vanguard Mun Bd Fds Etf (VTEB) | 4.0 | $4.9M | +6% | 103k | 47.36 |
|
| Vanguard Index Fds Etf (VNQ) | 3.3 | $3.9M | +7% | 44k | 89.63 |
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| Blackrock Etf Trust Ii Etf (BINC) | 2.6 | $3.1M | +5% | 62k | 50.79 |
|
| Ishares U S Etf Tr Etf (NEAR) | 1.8 | $2.2M | +4% | 44k | 49.86 |
|
| Etfs Gold Tr Etf (SGOL) | 0.4 | $494k | +9% | 13k | 39.56 |
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Past Filings by Finhabits Advisors
SEC 13F filings are viewable for Finhabits Advisors going back to 2025
- Finhabits Advisors 2026 Q3 filed Nov. 10, 2026
- Finhabits Advisors 2026 Q2 filed Aug. 14, 2026
- Finhabits Advisors 2026 Q1 filed May 6, 2026
- Finhabits Advisors 2025 Q4 filed Jan. 29, 2026