Financial Life Advisors Top Holdings and 13F Report (2025) About Financial Life AdvisorsInvestment ActivityFinancial Life Advisors has $292.26 million in total holdings as of June 30, 2025.Financial Life Advisors owns shares of 48 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 5.47% of the portfolio was purchased this quarter.About 3.79% of the portfolio was sold this quarter.This quarter, Financial Life Advisors has purchased 51 new stocks and bought additional shares in 23 stocks.Financial Life Advisors sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $42,911,072iShares S&P 500 Value ETF $32,977,216Schwab U.S. Aggregate Bond ETF $30,077,383SPDR Portfolio Mortgage Backed Bond ETF $18,247,371iShares U.S. Equity Factor Rotation Active ETF $17,890,600 Largest Purchases this Quarter Vanguard Long-Term Treasury ETF 47,818 shares (about $2.68M)Vanguard FTSE Emerging Markets ETF 50,240 shares (about $2.48M)SPDR Portfolio High Yield Bond ETF 76,849 shares (about $1.83M)iShares U.S. Equity Factor Rotation Active ETF 28,291 shares (about $1.54M)iShares S&P 500 Value ETF 7,140 shares (about $1.40M) Largest Sales this Quarter iShares MSCI Emerging Markets ex China ETF 52,704 shares (about $3.33M)iShares 10-20 Year Treasury Bond ETF 20,052 shares (about $2.04M)iShares 1-5 Year Investment Grade Corporate Bond ETF 23,011 shares (about $1.21M)iShares Core Total USD Bond Market ETF 21,217 shares (about $980.86K)iShares MSCI USA Min Vol Factor ETF 5,443 shares (about $510.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Life Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVWiShares S&P 500 Growth ETF$42,911,072$399,994 ▼-0.9%389,74614.7%ETFIVEiShares S&P 500 Value ETF$32,977,216$1,395,303 ▲4.4%168,75011.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$30,077,383$1,002,387 ▲3.4%1,294,20810.3%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$18,247,371$930,896 ▲5.4%825,6736.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$17,890,600$1,540,728 ▲9.4%328,5096.1%ETFEFViShares MSCI EAFE Value ETF$14,646,518$296,452 ▲2.1%230,7265.0%ETFIUSBiShares Core Total USD Bond Market ETF$14,419,817$980,861 ▼-6.4%311,9154.9%ManufacturingVGLTVanguard Long-Term Treasury ETF$11,611,958$2,683,546 ▲30.1%206,9134.0%ETFVUGVanguard Growth ETF$11,401,030$75,405 ▼-0.7%26,0063.9%ETFEFGiShares MSCI EAFE Growth ETF$9,637,167$403,537 ▼-4.0%86,0463.3%ETFIYWiShares U.S. Technology ETF$9,606,752$380,673 ▲4.1%55,4443.3%ManufacturingQUALiShares MSCI USA Quality Factor ETF$8,640,439$242,054 ▲2.9%47,2623.0%ETFOEFiShares S&P 100 ETF$8,402,190$330,524 ▲4.1%27,6072.9%ETFSPHYSPDR Portfolio High Yield Bond ETF$6,366,095$1,829,006 ▲40.3%267,4832.2%ETFVTVVanguard Value ETF$6,320,399$141,569 ▼-2.2%35,7612.2%ETFMUBiShares National Muni Bond ETF$5,104,161$100,092 ▲2.0%48,8531.7%ETFGLDMSPDR Gold MiniShares Trust$4,768,611$1,080,883 ▲29.3%72,7811.6%FinanceXCEMColumbia EM Core ex-China ETF$4,358,189$117,682 ▲2.8%127,5071.5%ETFVTEBVanguard Tax-Exempt Bond ETF$3,783,645$162,044 ▲4.5%77,1701.3%ETFBINCiShares Flexible Income Active ETF$3,553,279$201,003 ▲6.0%67,2461.2%ETFVWOVanguard FTSE Emerging Markets ETF$3,044,857$2,484,871 ▲443.7%61,5621.0%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$2,839,712$416,877 ▲17.2%74,8081.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,712,016$361,592 ▲15.4%53,9490.9%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$2,396,650$3,327,705 ▼-58.1%37,9580.8%ManufacturingTLHiShares 10-20 Year Treasury Bond ETF$2,103,628$2,037,283 ▼-49.2%20,7050.7%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,888,558$1,214,069 ▼-39.1%35,7950.6%ManufacturingVEAVanguard FTSE Developed Markets ETF$1,478,212$114,134 ▼-7.2%25,9290.5%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,172,620$371,091 ▲46.3%16,1030.4%ETFEHCEncompass Health$1,072,322$1,717 ▲0.2%8,7440.4%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$988,554$292 ▼0.0%33,8430.3%ETFAMZNAmazon.com$817,447$36,858 ▲4.7%3,7260.3%Retail/WholesaleTFISPDR Nuveen ICE Municipal Bond ETF$799,816$115,472 ▼-12.6%17,9050.3%FinanceHYDVanEck High Yield Muni ETF$770,723$31,482 ▲4.3%15,3500.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$593,071$510,935 ▼-46.3%6,3180.2%ETFVGTVanguard Information Technology ETF$591,6460.0%8920.2%ETFSPYSPDR S&P 500 ETF Trust$542,472$3,089 ▼-0.6%8780.2%FinanceMTUMiShares MSCI USA Momentum Factor ETF$484,725$14,419 ▼-2.9%2,0170.2%ETFAAPLApple$388,797$19,901 ▼-4.9%1,8950.1%Computer and TechnologyIVViShares Core S&P 500 ETF$373,7820.0%6020.1%ETFSCHXSchwab US Large-Cap ETF$366,6000.0%15,0000.1%ETFNULGNuveen ESG Large-Cap Growth ETF$341,9780.0%3,6400.1%ETFIEFAiShares Core MSCI EAFE ETF$325,489$60,690 ▼-15.7%3,8990.1%ETFSUBiShares Short-Term National Muni Bond ETF$257,875$20,949 ▼-7.5%2,4250.1%ETFEFAiShares MSCI EAFE ETF$254,225$2,682 ▼-1.0%2,8440.1%FinanceIEMGiShares Core MSCI Emerging Markets ETF$251,286$1,801 ▼-0.7%4,1860.1%ETFXOMExxon Mobil$238,777$31,154 ▼-11.5%2,2150.1%EnergyVTIVanguard Total Stock Market ETF$221,2610.0%7280.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$219,579$1,326 ▲0.6%2,6500.1%ManufacturingIXCiShares Global Energy ETF$0$1,041,453 ▼-100.0%00.0%ETFBIVVanguard Intermediate-Term Bond ETF$0$303,141 ▼-100.0%00.0%ETFVMBSVanguard Mortgage-Backed Securities ETF$0$252,714 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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