Finhabits Advisors LLC Top Holdings and 13F Report (2026) About Finhabits Advisors LLCInvestment ActivityFinhabits Advisors LLC has $108.38 million in total holdings as of March 31, 2026.Finhabits Advisors LLC owns shares of 15 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.87% of the portfolio was purchased this quarter.About 0.08% of the portfolio was sold this quarter.This quarter, Finhabits Advisors LLC has purchased 15 new stocks and bought additional shares in 13 stocks.Finhabits Advisors LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $19,804,265Vanguard Short-Term Corporate Bond ETF $11,031,432iShares iBoxx $ Investment Grade Corporate Bond ETF $10,987,202Vanguard FTSE Emerging Markets ETF $9,782,113Vanguard Short-Term Inflation-Protected Securities ETF $8,889,150 Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 6,725 shares (about $957.84K)iShares U.S. Equity Factor Rotation Active ETF 8,590 shares (about $499.77K)Goldman Sachs Access Treasury 0-1 Year ETF 3,479 shares (about $348.56K)Vanguard FTSE Emerging Markets ETF 5,111 shares (about $276.25K)iShares iBoxx $ Investment Grade Corporate Bond ETF 2,333 shares (about $254.27K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 1,258 shares (about $80.61K)abrdn Physical Gold Shares ETF 215 shares (about $9.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinhabits Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$19,804,265$957,839 ▲5.1%139,04618.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$11,031,432$161,631 ▲1.5%139,16310.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$10,987,202$254,274 ▲2.4%100,80910.1%FinanceVWOVanguard FTSE Emerging Markets ETF$9,782,113$276,249 ▲2.9%180,9839.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,889,150$8,741 ▲0.1%177,9618.2%ManufacturingDYNFiShares U.S. Equity Factor Rotation Active ETF$8,368,340$499,767 ▲6.4%143,8357.7%ETFVEAVanguard FTSE Developed Markets ETF$8,157,915$80,613 ▼-1.0%127,3087.5%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$7,244,510$348,560 ▲5.1%72,3086.7%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$5,700,431$142,868 ▲2.6%60,6885.3%ETFVMBSVanguard Mortgage-Backed Securities ETF$5,152,328$13,615 ▲0.3%109,7414.8%ETFVTEBVanguard Tax-Exempt Bond ETF$4,551,635$15,915 ▲0.4%91,2334.2%ETFVNQVanguard Real Estate ETF$3,514,370$100,053 ▲2.9%39,6213.2%ETFBINCiShares Flexible Income Active ETF$2,828,892$228,856 ▲8.8%54,4752.6%ETFNEARiShares Short Duration Bond Active ETF$1,801,995$96,993 ▲5.7%35,4481.7%ETFSGOLabrdn Physical Gold Shares ETF$562,941$9,594 ▼-1.7%12,6160.5%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
