Finhabits Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$108.4M
Q ending 2026-03-31
Prior quarter
$106.6M
Q ending 2025-12-31
Change
+1.7% QoQ
Positions
15
reported holdings
Largest positions
All 15 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Core S&P Ttl Stk | ITOT | Shares | $19.8M | 139K |
| Vanguard Shrt Trm Corp Bd | VCSH | Shares | $11.0M | 139K |
| Ishares Iboxx Inv Cp | LQD | Shares | $11.0M | 101K |
| Vanguard Intl Equity Index F | VWO | Shares | $9.8M | 181K |
| Vanguard Strm Infproidx | VTIP | Shares | $8.9M | 178K |
| Blackrock Ishares Us Equit | DYNF | Shares | $8.4M | 144K |
| Vanguard Ftse Dev Mkt | VEA | Shares | $8.2M | 127K |
| Goldman Sachs Acces Treasury | GBIL | Shares | $7.2M | 72K |
| Ishares Jpmorgan Usd Emg | EMB | Shares | $5.7M | 61K |
| Vanguard Mtg-Bkd Secs | VMBS | Shares | $5.2M | 110K |
| Vanguard Mun Bd Tax Exempt | VTEB | Shares | $4.6M | 91K |
| Vanguard Real Estate | VNQ | Shares | $3.5M | 40K |
| Blackrock Ishares Flexible | BINC | Shares | $2.8M | 54K |
| Ishares Short Duration B | NEAR | Shares | $1.8M | 35K |
| Etfs Physcl Gold | SGOL | Shares | $563K | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.