StockDriftsStockDriftsTop 15 Finhabits Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 18.36% | 133.0K | $21.8M | -4.38%(-6.09K) | $147.09(+15.87%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 10.05% | 151.2K | $12.0M | +8.68%(+12.09K) | $79.76(-1.41%) | 2026-06-30 | |
| LQD | ISHARES TR | 9.99% | 108.9K | $11.9M | +8.07%(+8.13K) | $110.64(-4.09%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 9.06% | 180.5K | $10.8M | -0.25%(-447) | $53.97(+11.38%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 8.03% | 140.4K | $9.5M | -2.39%(-3.44K) | $59.97(+17.10%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 7.96% | 188.4K | $9.5M | +5.88%(+10.46K) | $50.05(-0.67%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.54% | 125.8K | $9.0M | -1.15%(-1.46K) | $61.19(+20.24%) | 2026-06-30 | |
| GBIL | GOLDMAN SACHS ETF TR | 7.09% | 84.2K | $8.4M | +16.48%(+11.92K) | $100.10(-0.05%) | 2026-06-30 | |
| EMB | ISHARES TR | 5.18% | 63.9K | $6.2M | +5.24%(+3.18K) | $95.67(-0.65%) | 2026-06-30 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.63% | 117.7K | $5.5M | +7.29%(+8.00K) | $47.01(-1.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.34% |
Finhabits Advisors LLC reports $118.94M in US-listed equity holdings across 15 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (18.4%), VCSH (10.1%) and LQD (10.0%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +5.13% cumulatively over 2 quarters. 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.
Sign up free to track Finhabits Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Finhabits Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2106949). View Finhabits Advisors LLC’s 13F filings on SEC