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Finhabits Advisors LLC 13F Holdings · Q2 2026

Finhabits Advisors LLC reported 15 securities worth $118.94M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ITOT (18.36%), VCSH (10.05%), LQD (9.99%). Among its top 25 positions this quarter: 10 added, 5 trimmed.

RankTickerCompanyValue% PortfolioSharesAction
1ITOTISHARES TR$21.8M18.36%132,959Trimmed
2VCSHVANGUARD SCOTTSDALE FDS$12.0M10.05%151,248Added
3LQDISHARES TR$11.9M9.99%108,943Added
4VWOVANGUARD INTL EQUITY INDEX F$10.8M9.06%180,536Trimmed
5DYNFBLACKROCK ETF TRUST$9.5M8.03%140,398Trimmed
6VTIPVANGUARD MALVERN FDS$9.5M7.96%188,426Added
7VEAVANGUARD TAX-MANAGED FDS$9.0M7.54%125,849Trimmed
8GBILGOLDMAN SACHS ETF TR$8.4M7.09%84,227Added
9EMBISHARES TR$6.2M5.18%63,869Added
10VMBSVANGUARD SCOTTSDALE FDS$5.5M4.63%117,741Added
11VTEBVANGUARD MUN BD FDS$4.9M4.11%96,556Added
12VNQVANGUARD INDEX FDS$3.9M3.31%40,782Added
13BINCBLACKROCK ETF TRUST II$3.1M2.57%58,350Added
14NEARISHARES U S ETF TR$2.1M1.76%41,416Added
15SGOLETFS GOLD TR$434,9770.37%11,378Trimmed

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