StockDriftsStockDriftsTop 50 Financial Life Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 13.67% | 338.4K | $48.1M | +0.22%(+727) | $55.25(+153.76%) | 2026-09-30 | |
| IVE | ISHARES TR | 10.76% | 166.0K | $37.9M | +1.88%(+3.06K) | $132.35(+77.68%) | 2026-09-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 10.3% | 1.64M | $36.3M | +4.32%(+68.03K) | $23.03(-3.47%) | 2026-09-30 | |
| SPMB | SPDR SERIES TRUST | 7.77% | 1.29M | $27.4M | -0.54%(-7.08K) | $22.07(-3.51%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.99% | 304.7K | $21.1M | -0.56%(-1.70K) | $47.77(+44.37%) | 2026-09-30 | |
| IUSB | ISHARES TR | 5.42% | 433.1K | $19.1M | +17.13%(+63.35K) | $45.58(-2.73%) | 2026-09-30 | |
| EFV | ISHARES TR | 5.23% | 233.0K | $18.4M | +1.70%(+3.90K) | $46.37(+69.58%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.56% | 271.0K | $16.1M | +3.49%(+9.14K) | $52.44(+10.65%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 4.2% | 164.1K | $14.8M | +0.17%(+275) | $31.87(+178.69%) | 2026-09-30 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 4.17% | 292.7K | $14.7M | -5.53%(-17.14K) | $56.62(-9.82%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.21% | +41.29% | +4.25% | +23.15% |
| Top 20 Holdings Unweighted | +11.37% | +38.15% | +3.46% | +18.57% |
Financial Life Advisors reports $352.25M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are IVW (13.7%), IVE (10.8%) and SCHZ (10.3%). The top 20 holdings account for 90.24% of reported assets. Its disclosed equity book has returned +41.29% on a three-year cumulative basis. Figures reflect the Q3 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