Financial Life Advisors 13F Holdings · Q2 2026
Financial Life Advisors reported 60 securities worth $351.74M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVW (13.20%), IVE (10.52%), SCHZ (10.35%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $46.4M | 13.20% | 337,681 | Trimmed |
| 2 | IVE | ISHARES TR | $37.0M | 10.52% | 162,970 | Trimmed |
| 3 | SCHZ | SCHWAB STRATEGIC TR | $36.4M | 10.35% | 1.6M | Added |
| 4 | SPMB | SPDR SERIES TRUST | $29.0M | 8.25% | 1.3M | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $20.8M | 5.92% | 306,406 | Trimmed |
| 6 | EFV | ISHARES TR | $17.5M | 4.99% | 229,096 | Trimmed |
| 7 | VGLT | VANGUARD SCOTTSDALE FDS | $17.1M | 4.86% | 309,813 | Added |
| 8 | IUSB | ISHARES TR | $17.1M | 4.85% | 369,768 | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $15.6M | 4.44% | 261,862 | Added |
| 10 | VUG | VANGUARD INDEX FDS | $14.1M | 4.01% | 163,801 | Added |
| 11 | EFG | ISHARES TR | $12.4M | 3.53% | 99,828 | Added |
| 12 | QUAL | ISHARES TR | $10.6M | 3.01% | 48,200 | Trimmed |
| 13 | BAI | BLACKROCK ETF TRUST | $7.4M | 2.10% | 140,257 | Added |
| 14 | VTV | VANGUARD INDEX FDS | $7.0M | 1.99% | 32,079 | Trimmed |
| 15 | IYW | ISHARES TR | $6.1M | 1.73% | 24,153 | Trimmed |
| 16 | MUB | ISHARES TR | $5.2M | 1.47% | 48,143 | Added |
| 17 | ITA | ISHARES TR | $5.0M | 1.41% | 20,433 | Added |
| 18 | BLCR | BLACKROCK ETF TRUST | $4.4M | 1.26% | 88,069 | Added |
| 19 | BINC | BLACKROCK ETF TRUST II | $4.0M | 1.15% | 77,002 | Added |
| 20 | VTEB | VANGUARD MUN BD FDS | $4.0M | 1.14% | 78,989 | Trimmed |
| 21 | OEF | ISHARES TR | $3.8M | 1.09% | 10,448 | Trimmed |
| 22 | GLDM | WORLD GOLD TR | $3.4M | 0.98% | 43,332 | Trimmed |
| 23 | VTIP | VANGUARD MALVERN FDS | $3.2M | 0.90% | 63,091 | Added |
| 24 | PZA | INVESCO EXCH TRADED FD TR II | $2.4M | 0.69% | 103,740 | Added |
| 25 | XCEM | COLUMBIA ETF TR II | $1.5M | 0.43% | 28,896 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR