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Finhabits Advisors LLC Top Holdings and 13F Report (2026)

About Finhabits Advisors LLC

Investment Activity

  • Finhabits Advisors LLC has $118.94 million in total holdings as of June 30, 2026.
  • Finhabits Advisors LLC owns shares of 15 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 4.31% of the portfolio was purchased this quarter.
  • About 1.19% of the portfolio was sold this quarter.
  • This quarter, Finhabits Advisors LLC has purchased 15 new stocks and bought additional shares in 10 stocks.
  • Finhabits Advisors LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

Goldman Sachs Access Treasury 0-1 Year ETF
11,919 shares (about $1.19M)
Vanguard Short-Term Corporate Bond ETF
12,085 shares (about $955.07K)
Vanguard Mortgage-Backed Securities ETF
8,000 shares (about $374.48K)

Largest Sales this Quarter

iShares Core S&P Total U.S. Stock Market ETF
6,087 shares (about $999.91K)
Vanguard FTSE Developed Markets ETF
1,459 shares (about $103.95K)
abrdn Physical Gold Shares ETF
1,238 shares (about $47.33K)
Vanguard FTSE Emerging Markets ETF
447 shares (about $26.68K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinhabits Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$21,841,192$999,912 â–¼-4.4%132,95918.4%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$11,953,095$955,075 â–²8.7%151,24810.0%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$11,882,381$887,173 â–²8.1%108,94310.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$10,776,170$26,681 â–¼-0.2%180,5369.1%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$9,548,475$233,751 â–¼-2.4%140,3988.0%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$9,464,656$525,658 â–²5.9%188,4268.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$8,966,720$103,954 â–¼-1.1%125,8497.5%ETF
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$8,436,195$1,193,810 â–²16.5%84,2277.1%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$6,159,501$306,774 â–²5.2%63,8695.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$5,511,470$374,481 â–²7.3%117,7414.6%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$4,883,787$269,236 â–²5.8%96,5564.1%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$3,932,616$111,955 â–²2.9%40,7823.3%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$3,054,037$202,817 â–²7.1%58,3502.6%ETF
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$2,098,153$302,342 â–²16.8%41,4161.8%ETF
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$434,977$47,328 â–¼-9.8%11,3780.4%ETF

Showing largest 100 holdings. View all holdings.
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