StockDriftsStockDriftsTop 50 Financial Life Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 13.2% | 337.7K | $46.4M | -6.46%(-23.33K) | $55.07(+157.17%) | 2026-06-30 | |
| IVE | ISHARES TR | 10.52% | 163.0K | $37.0M | -2.39%(-3.99K) | $130.56(+81.62%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 10.35% | 1.57M | $36.4M | +4.84%(+72.67K) | $23.05(-1.20%) | 2026-06-30 | |
| SPMB | SPDR SERIES TRUST | 8.25% | 1.30M | $29.0M | +24.93%(+259.62K) | $22.07(-0.02%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.92% | 306.4K | $20.8M | -7.33%(-24.22K) | $47.77(+46.89%) | 2026-06-30 | |
| EFV | ISHARES TR | 4.99% | 229.1K | $17.5M | -2.39%(-5.62K) | $45.84(+78.42%) | 2026-06-30 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 4.86% | 309.8K | $17.1M | +5.78%(+16.93K) | $56.62(-6.88%) | 2026-06-30 | |
| IUSB | ISHARES TR | 4.85% | 369.8K | $17.1M | +43.77%(+112.58K) | $45.65(-0.42%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.44% | 261.9K | $15.6M | +17.21%(+38.45K) | $52.20(+15.69%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.01% | 163.8K | $14.1M | -0.02%(-29) | $31.78(+180.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.22% | +37.57% | +4.36% | +23.77% |
| Top 20 Holdings Unweighted | +10.75% | +35.83% | +3.73% | +20.10% |
Financial Life Advisors reports $351.74M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are IVW (13.2%), IVE (10.5%) and SCHZ (10.3%). The top 20 holdings account for 90.18% of reported assets. Its disclosed equity book has returned +37.57% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Life Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730813). View Financial Life Advisors’s 13F filings on SEC