Financial Life Advisors Top Holdings and 13F Report (2026) About Financial Life AdvisorsInvestment ActivityFinancial Life Advisors has $320.99 million in total holdings as of March 31, 2026.Financial Life Advisors owns shares of 52 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 3.84% of the portfolio was purchased this quarter.About 2.56% of the portfolio was sold this quarter.This quarter, Financial Life Advisors has purchased 53 new stocks and bought additional shares in 19 stocks.Financial Life Advisors sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $40,833,745iShares S&P 500 Value ETF $35,254,101Schwab U.S. Aggregate Bond ETF $34,843,329SPDR Portfolio Mortgage Backed Bond ETF $23,316,491iShares U.S. Equity Factor Rotation Active ETF $19,235,911 Largest New Holdings this Quarter 09290C780 - BLACKROCK ETF TRUST $1,421,529 Holding09290C855 - BLACKROCK ETF TRUST $1,385,611 Holding46138E537 - Invesco National AMT-Free Municipal Bond ETF $400,404 Holding Largest Purchases this Quarter SPDR Portfolio Mortgage Backed Bond ETF 88,218 shares (about $1.98M)BLACKROCK ETF TRUST 43,142 shares (about $1.42M)BLACKROCK ETF TRUST 33,746 shares (about $1.39M)iShares Core Total USD Bond Market ETF 24,575 shares (about $1.14M)Vanguard FTSE Emerging Markets ETF 18,908 shares (about $1.02M) Largest Sales this Quarter SPDR Portfolio High Yield Bond ETF 93,811 shares (about $2.19M)iShares S&P 100 ETF 3,820 shares (about $1.22M)iShares U.S. Technology ETF 6,007 shares (about $1.09M)SPDR Gold MiniShares Trust 10,797 shares (about $1.00M)Columbia EM Core ex-China ETF 7,919 shares (about $323.17K) 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$40,833,745$605,478 ▲1.5%361,00912.7%ETFIVEiShares S&P 500 Value ETF$35,254,101$162,797 ▲0.5%166,96211.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$34,843,329$529,904 ▲1.5%1,500,57410.9%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$23,316,491$1,975,200 ▲9.3%1,041,3807.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$19,235,911$918,952 ▲5.0%330,6286.0%ETFEFViShares MSCI EAFE Value ETF$17,450,759$219,407 ▼-1.2%234,7115.4%ETFVGLTVanguard Long-Term Treasury ETF$16,212,317$758,917 ▲4.9%292,8795.1%ETFVWOVanguard FTSE Emerging Markets ETF$12,075,365$1,021,977 ▲9.2%223,4113.8%ETFVUGVanguard Growth ETF$11,926,551$780,107 ▲7.0%27,3053.7%ETFIUSBiShares Core Total USD Bond Market ETF$11,879,585$1,135,117 ▲10.6%257,1903.7%ManufacturingQUALiShares MSCI USA Quality Factor ETF$9,476,463$182,221 ▲2.0%49,4053.0%ETFEFGiShares MSCI EAFE Growth ETF$9,151,956$183,984 ▲2.1%82,1762.9%ETFIYWiShares U.S. Technology ETF$8,823,186$1,089,791 ▼-11.0%48,6342.7%ManufacturingSPHYSPDR Portfolio High Yield Bond ETF$8,428,851$2,187,673 ▼-20.6%361,4432.6%ETFOEFiShares S&P 100 ETF$7,353,142$1,215,027 ▼-14.2%23,1182.3%ETFVTVVanguard Value ETF$6,565,441$48,265 ▲0.7%33,4632.0%ETFGLDMSPDR Gold MiniShares Trust$6,104,563$1,000,774 ▼-14.1%65,8601.9%FinanceMUBiShares National Muni Bond ETF$4,945,635$140,543 ▲2.9%46,5911.5%ETFITAiShares U.S. Aerospace & Defense ETF$4,319,438$257,688 ▲6.3%19,7461.3%ETFVTEBVanguard Tax-Exempt Bond ETF$4,091,828$112,951 ▲2.8%82,0171.3%ETFBINCiShares Flexible Income Active ETF$3,863,021$42,738 ▼-1.1%74,3891.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,071,575$20,280 ▲0.7%61,4931.0%ManufacturingTLHiShares 10-20 Year Treasury Bond ETF$2,568,461$65,770 ▲2.6%25,5010.8%ETFXCEMColumbia EM Core ex-China ETF$1,812,046$323,174 ▼-15.1%44,4020.6%ETFBLACKROCK ETF TRUST$1,421,529$1,421,529 ▲New Holding43,1420.4%ISHARES A I INNOBLACKROCK ETF TRUST$1,385,611$1,385,611 ▲New Holding33,7460.4%ISHARES LARGE CASPLVInvesco S&P 500 Low Volatility ETF$1,351,188$60,267 ▲4.7%18,4740.4%ETFVEAVanguard FTSE Developed Markets ETF$1,298,773$121,816 ▼-8.6%20,2680.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,053,887$269,017 ▼-20.3%13,3980.3%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$981,7390.0%33,7020.3%ETFEHCEncompass Health$847,0590.0%8,7570.3%MedicalTFISPDR Nuveen ICE Municipal Bond ETF$811,8130.0%17,9050.3%FinanceAMZNAmazon.com$741,233$37,697 ▼-4.8%3,5590.2%Retail/WholesaleVGTVanguard Information Technology ETF$617,482$4,884 ▼-0.8%8850.2%ETFHYDVanEck High Yield Muni ETF$551,891$238,767 ▼-30.2%11,0070.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$519,871$184,959 ▼-26.2%9,8910.2%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$519,529$2,782 ▼-0.5%5,6020.2%ETFSPYSPDR S&P 500 ETF Trust$518,321$18,210 ▼-3.4%7970.2%FinanceIVViShares Core S&P 500 ETF$467,698$12,411 ▼-2.6%7160.1%ETFAAPLApple$445,909$42,383 ▼-8.7%1,7570.1%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$439,913$147,940 ▲50.7%6,3070.1%ETFPZAInvesco National AMT-Free Municipal Bond ETF$400,404$400,404 ▲New Holding17,4240.1%ETFSCHXSchwab US Large-Cap ETF$384,6000.0%15,0000.1%ETFMTUMiShares MSCI USA Momentum Factor ETF$377,984$18,719 ▼-4.7%1,5750.1%ETFXOMExxonMobil$374,100$8,653 ▼-2.3%2,2050.1%EnergyHEFAiShares Currency Hedged MSCI EAFE ETF$367,964$222,589 ▼-37.7%8,6590.1%ETFNULGNuveen ESG Large-Cap Growth ETF$293,8270.0%3,2310.1%ETFEFAiShares MSCI EAFE ETF$263,708$18,358 ▼-6.5%2,7150.1%FinanceGOOGAlphabet$258,4130.0%9010.1%Computer and TechnologyVONVVanguard Russell 1000 Value ETF$237,8180.0%2,5370.1%ETFVTIVanguard Total Stock Market ETF$233,5500.0%7280.1%ETFVOVanguard Mid-Cap ETF$223,4260.0%7780.1%ETFIEFAiShares Core MSCI EAFE ETF$0$270,885 ▼-100.0%00.0%ETFMSFTMicrosoft$0$258,572 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$211,491 ▼-100.0%00.0%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$0$203,900 ▼-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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