Finhabits Advisors LLC
13F Reported Value
ⓘ$108.4M
Holdings
15
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Finhabits Advisors LLC disclosed 15 positions worth $108.4M in its Form 13F-HR for Q1 2026. The portfolio is most concentrated in Other (92.8% of disclosed assets). All figures are sourced directly from Finhabits Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2106949.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES CORE S&P TTL STK
—Quality
$19.8M139,046 shVANGUARD SHRT TRM CORP BD
—Quality
$11.0M139,163 shISHARES IBOXX INV CP
—Quality
$11.0M100,809 shVANGUARD INTL EQUITY INDEX F
—Quality
$9.8M180,983 shVANGUARD STRM INFPROIDX
—Quality
$8.9M177,961 shBLACKROCK ISHARES US EQUIT
—Quality
$8.4M143,835 shVANGUARD FTSE DEV MKT
—Quality
$8.2M127,308 sh- —
Quality
$7.2M72,308 sh ISHARES JPMORGAN USD EMG
—Quality
$5.7M60,688 shVANGUARD MTG-BKD SECS
—Quality
$5.2M109,741 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE S&P TTL STK | — | $19.8M | 139,046 |
| VANGUARD SHRT TRM CORP BD | — | $11.0M | 139,163 |
| ISHARES IBOXX INV CP | — | $11.0M | 100,809 |
| VANGUARD INTL EQUITY INDEX F | — | $9.8M | 180,983 |
| VANGUARD STRM INFPROIDX | — | $8.9M | 177,961 |
| BLACKROCK ISHARES US EQUIT | — | $8.4M | 143,835 |
| VANGUARD FTSE DEV MKT | — | $8.2M | 127,308 |
 GOLDMAN SACHS GROUP INC$GS | — | $7.2M | 72,308 |
| ISHARES JPMORGAN USD EMG | — | $5.7M | 60,688 |
| VANGUARD MTG-BKD SECS | — | $5.2M | 109,741 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Finhabits Advisors LLC's 15 positions.
Showing top 10 of 15 holdings.
Sector Allocation
Other
$100.6M
Financials
$7.8M
Full Holdings — Finhabits Advisors LLC (Q1 2026)
All 15 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES CORE S&P TTL STK | $19.8M | 18.3% | +5% | — |
| 2 | — | VANGUARD SHRT TRM CORP BD | $11.0M | 10.2% | +1% | — |
| 3 | — | ISHARES IBOXX INV CP | $11.0M | 10.1% | +2% | — |
| 4 | — | VANGUARD INTL EQUITY INDEX F | $9.8M | 9.0% | +3% | — |
| 5 | — | VANGUARD STRM INFPROIDX | $8.9M | 8.2% | +0% | — |
| 6 | — | BLACKROCK ISHARES US EQUIT | $8.4M | 7.7% | +6% | — |
| 7 | — | VANGUARD FTSE DEV MKT | $8.2M | 7.5% | -1% | — |
| 8 | $GS | GOLDMAN SACHS GROUP INC | $7.2M | 6.7% | +5% | — |
| 9 | — | ISHARES JPMORGAN USD EMG | $5.7M | 5.3% | +3% | — |
| 10 | — | VANGUARD MTG-BKD SECS | $5.2M | 4.8% | +0% | — |
| 11 | — | VANGUARD MUN BD TAX EXEMPT | $4.6M | 4.2% | +0% | — |
| 12 | — | VANGUARD REAL ESTATE | $3.5M | 3.2% | +3% | — |
| 13 | — | BLACKROCK ISHARES FLEXIBLE | $2.8M | 2.6% | +9% | — |
| 14 | — | ISHARES SHORT DURATION B | $1.8M | 1.7% | +6% | — |
| 15 |  $SGOL | abrdn Gold ETF Trust | $562,941 | 0.5% | -2% | — |
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