Financial Life Advisors Top Holdings and 13F Report (2026) About Financial Life AdvisorsInvestment ActivityFinancial Life Advisors has $352.25 million in total holdings as of September 30, 2026.Financial Life Advisors owns shares of 60 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.38% of the portfolio was purchased this quarter.About 1.96% of the portfolio was sold this quarter.This quarter, Financial Life Advisors has purchased 60 new stocks and bought additional shares in 19 stocks.Financial Life Advisors sold shares of 17 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $48,141,918iShares S&P 500 Value ETF $37,902,139Schwab U.S. Aggregate Bond ETF $36,272,066SPDR Portfolio Mortgage Backed Bond ETF $27,353,524iShares U.S. Equity Factor Rotation Active ETF $21,103,759 Largest New Holdings this Quarter 46641Q647 - J P MORGAN EXCHANGE TRADED F $470,509 Holding921937835 - Vanguard Total Bond Market ETF $394,399 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $365,602 Holding808524649 - Schwab Municipal Bond ETF $308,666 Holding922907688 - VANGUARD MUN BD FDS $285,209 Holding Largest Purchases this Quarter iShares Core Total USD Bond Market ETF 63,348 shares (about $2.79M)Schwab U.S. Aggregate Bond ETF 68,027 shares (about $1.50M)NVIDIA 5,009 shares (about $1.14M)iShares S&P 500 Value ETF 3,064 shares (about $699.45K)BLACKROCK ETF TRUST 13,090 shares (about $617.72K) Largest Sales this Quarter Vanguard Long-Term Treasury ETF 17,142 shares (about $859.50K)iShares U.S. Technology ETF 2,917 shares (about $772.73K)iShares S&P 100 ETF 1,797 shares (about $686.60K)iShares National Muni Bond ETF 3,054 shares (about $308.76K)Vanguard Tax-Exempt Bond ETF 3,517 shares (about $166.57K) 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$48,141,918$103,423 ▲0.2%338,40813.7%ETFIVEiShares S&P 500 Value ETF$37,902,139$699,448 ▲1.9%166,03410.8%ETFSCHZSchwab U.S. Aggregate Bond ETF$36,272,066$1,503,397 ▲4.3%1,641,27010.3%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$27,353,524$149,587 ▼-0.5%1,293,9237.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$21,103,759$117,950 ▼-0.6%304,7036.0%ETFIUSBiShares Core Total USD Bond Market ETF$19,096,067$2,793,011 ▲17.1%433,1165.4%ETFEFViShares MSCI EAFE Value ETF$18,438,921$308,251 ▲1.7%232,9915.2%ETFVWOVanguard FTSE Emerging Markets ETF$16,073,132$542,094 ▲3.5%271,0024.6%ETFVUGVanguard Growth ETF$14,784,898$24,780 ▲0.2%164,0764.2%ETFVGLTVanguard Long-Term Treasury ETF$14,674,524$859,500 ▼-5.5%292,6714.2%ETFEFGiShares MSCI EAFE Growth ETF$12,502,592$540,194 ▲4.5%104,3363.5%ETFQUALiShares MSCI USA Quality Factor ETF$10,644,599$67,339 ▼-0.6%47,8973.0%ETFBLACKROCK ETF TRUST$7,236,432$617,716 ▲9.3%153,3472.1%ISHA I IN TE ETFVTVVanguard Value ETF$6,770,743$160,982 ▼-2.3%31,3341.9%ETFIYWiShares U.S. Technology ETF$5,625,545$772,731 ▼-12.1%21,2361.6%ETFBLACKROCK ETF TRUST$4,703,418$391,580 ▲9.1%96,0671.3%ISHA LA CORE ETFMUBiShares National Muni Bond ETF$4,558,498$308,759 ▼-6.3%45,0891.3%ETFITAiShares U.S. Aerospace & Defense ETF$4,318,814$85,564 ▲2.0%20,8461.2%ETFBINCiShares Flexible Income Active ETF$4,073,317$162,376 ▲4.2%80,1991.2%ETFVTEBVanguard Tax-Exempt Bond ETF$3,574,354$166,565 ▼-4.5%75,4721.0%ETFGLDMSPDR Gold MiniShares Trust$3,401,953$159,102 ▼-4.5%41,3961.0%ETFOEFiShares S&P 100 ETF$3,305,374$686,598 ▼-17.2%8,6510.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,244,083$138,751 ▲4.5%65,9100.9%ETFPZAInvesco National AMT-Free Municipal Bond ETF$2,056,841$162,158 ▼-7.3%96,1590.6%ETFFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$1,442,535$53,433 ▲3.8%17,1160.4%ETFXCEMColumbia EM Core ex-China ETF$1,412,659$72,900 ▼-4.9%27,4780.4%ETFNVDANVIDIA$1,397,460$1,143,958 ▲451.3%6,1190.4%TechnologyVEAVanguard FTSE Developed Markets ETF$1,394,0530.0%19,7430.4%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,293,898$47,946 ▼-3.6%18,3510.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,228,6910.0%12,4010.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,210,9130.0%33,7020.3%ETFICVTiShares Convertible Bond ETF$1,063,420$33,542 ▲3.3%9,4160.3%ETFVGTVanguard Information Technology ETF$967,2820.0%7,6970.3%ETFEHCEncompass Health$966,689$97,191 ▼-9.1%7,9570.3%HealthcareAMZNAmazon.com$892,7040.0%3,5830.3%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$828,979$763 ▲0.1%1,0870.2%ETFAAPLApple$579,788$4,329 ▼-0.7%1,7410.2%TechnologyIVViShares Core S&P 500 ETF$548,3490.0%7160.2%ETFSPTLSPDR Portfolio Long Term Treasury ETF$546,504$195,047 ▲55.5%22,9140.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$484,5780.0%1,5270.1%ETFSCHXSchwab US Large-Cap ETF$484,399$13,170 ▲2.8%16,1470.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$470,6470.0%5,7990.1%ETFJ P MORGAN EXCHANGE TRADED F$470,509$470,509 ▲New Holding9,8890.1%MUNICIPAL ETFUSMViShares MSCI USA Min Vol Factor ETF$411,087$55,344 ▼-11.9%4,2190.1%ETFBNDVanguard Total Bond Market ETF$394,399$394,399 ▲New Holding5,6220.1%ETFNULGNuveen ESG Large-Cap Growth ETF$367,3320.0%3,2310.1%ETFEXXONMOBIL HOLDINGS CORP$365,602$365,602 ▲New Holding2,2460.1%COM SHSGOOGAlphabet$308,9940.0%9070.1%Communication ServicesSCMBSchwab Municipal Bond ETF$308,666$308,666 ▲New Holding12,7760.1%ETFVANGUARD MUN BD FDS$285,209$285,209 ▲New Holding2,9680.1%LONG TERM TAX EXPBProsperity Bancshares$282,7170.0%4,2700.1%FinanceEFAiShares MSCI EAFE ETF$282,0610.0%2,7150.1%ETFVONVVanguard Russell 1000 Value ETF$275,7720.0%2,5370.1%ETFVTIVanguard Total Stock Market ETF$272,4470.0%7280.1%ETFHPEHewlett Packard Enterprise$265,910$265,910 ▲New Holding4,1620.1%TechnologyBLACKROCK ETF TRUST$215,068$215,068 ▲New Holding5,9170.1%ISHA IN CTRY ETFAGGiShares Core U.S. Aggregate Bond ETF$206,934$89,618 ▼-30.2%2,1890.1%ETFRSPInvesco S&P 500 Equal Weight ETF$206,5630.0%9930.1%ETFIWBiShares Russell 1000 ETF$201,407$201,407 ▲New Holding4840.1%ETFUSIOUsio$62,607$62,607 ▲New Holding23,2740.0%FinanceTFISPDR Nuveen ICE Municipal Bond ETF$0$820,049 ▼-100.0%00.0%ETFTLHiShares 10-20 Year Treasury Bond ETF$0$441,038 ▼-100.0%00.0%ETFXOMExxonMobil$0$302,972 ▼-100.0%00.0%EnergyVMBSVanguard Mortgage-Backed Securities ETF$0$260,357 ▼-100.0%00.0%ETFVOVanguard Mid-Cap ETF$0$241,307 ▼-100.0%00.0%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$0$230,073 ▼-100.0%00.0%ETFIJRiShares Core S&P Small-Cap ETF$0$211,935 ▼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$205,344 ▼-100.0%00.0%ETFSPHYSPDR Portfolio High Yield Bond ETF$0$204,561 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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