Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Finhabits Advisors LLC (CIK 2106949) reported $118.9M across 15 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ITOT ($21.8M, 18.36%), VCSH ($12.0M, 10.05%), LQD ($11.9M, 9.99%), VWO ($10.8M, 9.06%), DYNF ($9.5M, 8.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $21.8M | 18.36% | 132,959 | Trimmed |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $12.0M | 10.05% | 151,248 | Added |
| 3 | LQD | ISHARES TR | $11.9M | 9.99% | 108,943 | Added |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $10.8M | 9.06% | 180,536 | Trimmed |
| 5 | DYNF | BLACKROCK ETF TRUST | $9.5M | 8.03% | 140,398 | Trimmed |
| 6 | VTIP | VANGUARD MALVERN FDS | $9.5M | 7.96% | 188,426 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $9.0M | 7.54% | 125,849 | Trimmed |
| 8 | GBIL | GOLDMAN SACHS ETF TR | $8.4M | 7.09% | 84,227 | Added |
| 9 | EMB | ISHARES TR | $6.2M | 5.18% | 63,869 | Added |
| 10 | VMBS | VANGUARD SCOTTSDALE FDS | $5.5M | 4.63% | 117,741 | Added |
| 11 | VTEB | VANGUARD MUN BD FDS | $4.9M | 4.11% | 96,556 | Added |
| 12 | VNQ | VANGUARD INDEX FDS | $3.9M | 3.31% | 40,782 | Added |
| 13 | BINC | BLACKROCK ETF TRUST II | $3.1M | 2.57% | 58,350 | Added |
| 14 | NEAR | ISHARES U S ETF TR | $2.1M | 1.76% | 41,416 | Added |
| 15 | SGOL | ETFS GOLD TR | $434,977 | 0.37% | 11,378 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30