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CIK: 0001730813
Total reported value
$351.7M
$351.7M
52 檔
43.6%
At the close of Q1 2026, Financial Life Advisors disclosed equity holdings valued at approximately $351.7M, spread across 52 reported holdings.
Financial Life Advisors executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 4 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.72% | +0.48% | +1.51% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.98% | -0.46% | +0.46% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 10.85% | -0.50% | +1.54% | |
| 4 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 7.26% | +0.99% | +9.26% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.99% | -0.07% | +5.02% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.44% | -0.45% | -1.24% | |
| 7 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 5.05% | -0.19% | +4.91% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.76% | +0.68% | +9.25% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.72% | +0.29% | +7.00% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.70% | +1.15% | +10.56% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.95% | +0.06% | +1.96% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.85% | +0.68% | +2.05% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.75% | -1.02% | -10.99% | |
| 14 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.63% | -2.57% | -20.61% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.29% | -1.20% | -14.18% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 2.05% | -0.06% | +0.74% | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.90% | -0.92% | -14.08% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.54% | -0.07% | +2.92% | |
| 19 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.35% | +0.06% | +6.34% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.27% | -0.13% | +2.84% | |
| 21 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.20% | -0.05% | -1.09% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.96% | -0.06% | +0.66% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.80% | -0.67% | +2.63% | |
| 24 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.56% | -0.13% | -15.14% | |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.44% | +1.66% | — | |
| 26 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.43% | +0.83% | — | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.42% | -0.01% | +4.67% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.40% | — | -8.57% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.33% | +0.03% | -20.34% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.31% | +0.01% | — | |
| 31 | EHC | Encompass Health CORP | Stock-Healthcare | 0.26% | -0.01% | — | |
| 32 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.25% | -0.02% | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.01% | -4.84% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.19% | +0.07% | -0.78% | |
| 35 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.17% | -0.17% | EXIT | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.16% | -0.16% | EXIT | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.16% | -0.03% | -0.53% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | +0.07% | -3.39% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | — | -2.58% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.14% | — | -8.68% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.14% | — | +50.67% | |
| 42 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.12% | +0.57% | — | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | +0.01% | — | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.12% | +0.03% | -4.72% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.03% | -2.26% | |
| 46 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.11% | -0.04% | -37.69% | |
| 47 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.09% | +0.02% | — | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.08% | — | -6.51% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.08% | +0.01% | — | |
| 50 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.07% | +0.01% | — |
According to official SEC Form 13F filings, Financial Life Advisors reported a total U.S. public equity portfolio value of $351.7M across 52 disclosed positions in Q1 2026.
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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 43.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
BAI
市值: $1.4M
Top Position Liquidated / Trimmed
IEFA
前期市值: $270.9K
During Q1 2026, Financial Life Advisors's top holdings by market value included IVW (12.7%)、IVE (11.0%)、SCHZ (10.8%). The largest single position, IVW, represented 12.7% of total portfolio value.
In Q1 2026, Financial Life Advisors made 47 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 21 holdings, and fully liquidating 4 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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