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CIK: 0001730813
Total reported value
$352.3M
$352.3M
60 檔
48.2%
The Q2 2026 SEC filing reveals that Financial Life Advisors held a total portfolio value of $352.3M, covering 60 public equity positions.
In Q2 2026, Financial Life Advisors displayed an active expansion posture, initiating 10 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 | 13.20% | +0.47% | -6.46% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.52% | +0.24% | -2.39% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 10.35% | -0.05% | +4.84% | |
| 4 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 8.25% | -0.48% | +24.93% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.92% | +0.07% | -7.33% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.99% | +0.24% | -2.39% | |
| 7 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 4.86% | -0.69% | +5.78% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.85% | +0.57% | +43.77% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.44% | +0.12% | +17.21% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 4.01% | +0.19% | +499.89% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.53% | +0.02% | +21.48% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.01% | +0.01% | -2.44% | |
| 13 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.10% | -0.05% | +225.11% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.99% | -0.07% | -4.14% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.73% | -0.13% | -50.34% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.47% | -0.18% | +3.33% | |
| 17 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.41% | -0.18% | +3.48% | |
| 18 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 1.26% | +0.08% | +160.98% | |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.15% | +0.01% | +3.51% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.14% | -0.13% | -3.69% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.09% | -0.15% | -54.81% | |
| 22 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.98% | -0.01% | -34.21% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.90% | +0.02% | +2.60% | |
| 24 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.69% | -0.11% | +495.39% | |
| 25 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.43% | -0.03% | -34.92% | |
| 26 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.42% | -0.01% | — | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.41% | -0.04% | +3.02% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.40% | — | -2.59% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.36% | -0.01% | -7.44% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.32% | +0.02% | — | |
| 31 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.32% | -0.02% | — | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.26% | +0.01% | +769.72% | |
| 33 | EHC | Encompass Health CORP | Stock-Healthcare | 0.25% | +0.02% | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.01% | +0.67% | |
| 35 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.23% | -0.23% | EXIT | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | +0.01% | +36.26% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.01% | — | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.15% | -0.01% | -3.05% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.14% | +0.02% | -0.17% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.14% | -0.01% | -8.05% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | +0.01% | +4.72% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.13% | -0.01% | -14.55% | |
| 43 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.13% | -0.13% | EXIT | |
| 44 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.11% | +0.05% | — | |
| 45 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.11% | -0.01% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | — | +0.67% | |
| 47 | PB | Prosperity Bancshares Inc | Stock-Financials | 0.09% | -0.01% | — | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.09% | -0.03% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.09% | EXIT | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Financial Life Advisors reported a total U.S. public equity portfolio value of $352.3M across 60 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 48.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
SYSB
市值: $1.5M
Top Position Liquidated / Trimmed
HYD
前期市值: $551.9K
During Q2 2026, Financial Life Advisors's top holdings by market value included IVW (13.2%)、IVE (10.5%)、SCHZ (10.3%). The largest single position, IVW, represented 13.2% of total portfolio value.
In Q2 2026, Financial Life Advisors made 54 total portfolio adjustments, initiating 10 new buys, adding to 22 positions, trimming 20 holdings, and fully liquidating 2 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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