Finhabits Advisors LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Finhabits Advisors LLC held in its portfolio 15 assets valued at $106,552,458 (i.e. $106.55M).

The most valuable assets in the portfolio included: ISHARES CORE S&P TTL STK ($19.68M), VANGUARD SHRT TRM CORP BD ($10.93M), and ISHARES IBOXX INV CP ($10.85M).

The chart below shows the top 10 valuable assets, and the table below shows the top 15 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Finhabits Advisors LLC Portfolio

ISHARES CORE S&P TTL STK

VANGUARD SHRT TRM CORP BD

ISHARES IBOXX INV CP

VANGUARD INTL EQUITY INDEX F

VANGUARD STRM INFPROIDX

BLACKROCK ISHARES US EQUIT

VANGUARD FTSE DEV MKT

GOLDMAN SACHS ACCES TREASURY

ISHARES JPMORGAN USD EMG

VANGUARD MTG-BKD SECS

Finhabits Advisors LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ISHARES CORE S&P TTL STK	132321	19674875	ETF
VANGUARD SHRT TRM CORP BD	137124	10932864	ETF
ISHARES IBOXX INV CP	98476	10851051	ETF
VANGUARD INTL EQUITY INDEX F	175872	9454892	ETF
VANGUARD STRM INFPROIDX	177786	8793282	ETF
BLACKROCK ISHARES US EQUIT	135245	8224274	ETF
VANGUARD FTSE DEV MKT	128566	8031521	ETF
GOLDMAN SACHS ACCES TREASURY	68829	6878751	ETF
ISHARES JPMORGAN USD EMG	59167	5696570	ETF
VANGUARD MTG-BKD SECS	109451	5152948	ETF
VANGUARD MUN BD TAX EXEMPT	90914	4572061	ETF
VANGUARD REAL ESTATE	38493	3406284	ETF
BLACKROCK ISHARES FLEXIBLE	50068	2642092	ETF
ISHARES SHORT DURATION B	33540	1713877	ETF
ETFS PHYSCL GOLD	12831	527116	ETF