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CIK: 0001730813
Total reported value
$352.3M
$352.3M
53 檔
43.8%
During the Q4 2025 filing period, Financial Life Advisors (CIK: 0001730813) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $352.3M across 53 reported positions.
In Q4 2025, Financial Life Advisors displayed an active expansion posture, initiating 6 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 13.52% | +0.47% | -4.11% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.87% | +0.24% | -3.96% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 10.65% | -0.05% | +7.90% | |
| 4 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 6.59% | -0.48% | +8.48% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.90% | +0.07% | -0.64% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.23% | +0.24% | -0.61% | |
| 7 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 4.80% | -0.69% | +17.22% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.84% | +0.19% | +0.31% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.39% | +0.12% | +87.02% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.36% | -0.13% | +1.34% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.34% | +0.57% | -22.59% | |
| 12 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 3.32% | -0.06% | EXIT | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.97% | +0.01% | +3.78% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.85% | -0.15% | +1.77% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.83% | +0.02% | -4.54% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.02% | -0.01% | +0.48% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.96% | -0.07% | -5.40% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.50% | -0.18% | -2.31% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.24% | -0.13% | +0.44% | |
| 20 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.23% | -0.18% | +317.63% | |
| 21 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.22% | +0.01% | +6.93% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.93% | +0.02% | +6.07% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.78% | -0.13% | EXIT | |
| 24 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.62% | -0.03% | -49.30% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | — | — | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.39% | -0.04% | +5.86% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.38% | -0.01% | -38.55% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.34% | +0.02% | -0.42% | |
| 29 | EHC | Encompass Health CORP | Stock-Healthcare | 0.29% | +0.02% | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | +0.01% | +5.12% | |
| 31 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.25% | -0.23% | EXIT | |
| 32 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.25% | — | +7.11% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.22% | — | -39.49% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.21% | +0.01% | — | |
| 35 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.18% | -0.07% | EXIT | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | +0.01% | -4.51% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.16% | -0.01% | -4.27% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.16% | +0.02% | +5.89% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | +19.51% | |
| 40 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.13% | -0.01% | — | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | +0.01% | — | |
| 42 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.10% | -0.01% | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | — | — | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.09% | -0.01% | — | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.09% | — | +2.11% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.09% | EXIT | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.08% | — | — | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.08% | — | — | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | — | — | |
| 50 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.07% | — | — |
According to official SEC Form 13F filings, Financial Life Advisors reported a total U.S. public equity portfolio value of $352.3M across 53 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, SCHZ) accounted for 43.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
GOOG
市值: $282.7K
Top Position Liquidated / Trimmed
IVW
前期市值: $44.8M
During Q4 2025, Financial Life Advisors's top holdings by market value included IVW (13.5%)、IVE (10.9%)、SCHZ (10.7%). The largest single position, IVW, represented 13.5% of total portfolio value.
In Q4 2025, Financial Life Advisors made 43 total portfolio adjustments, initiating 6 new buys, adding to 22 positions, trimming 15 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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