2026 Q3 Portfolio Activity
In 2026 Q3, Finhabits Advisors LLC maintained a portfolio of 15 distinct positions. They heavily accumulated shares in ETFS GOLD TR, increasing the position by 9.7%.
Position History
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Finhabits Advisors LLC
AUM $120M
Total Positions
15
Quarter
2026 Q3
Top Holding
ITOT (18.3%)
Top 10 Concentration
87.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-15 of 15
Finhabits Advisors LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ITOT
ISHARES TR
|
ETF | 18.29% | 18.36% |
#1
Prev: #1
|
6.5 |
—
|
-1,095 | -0.8% |
P
S
|
131,864 | $21,926,405 |
$147.29
+11.7%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | ||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 10.07% | 10.05% |
#2
Prev: #2
|
6.0 |
—
|
4,922 | 3.3% |
P
S
|
156,170 | $12,064,113 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
LQD
ISHARES TR
|
ETF | 9.91% | 9.99% |
#3
Prev: #3
|
7.0 |
—
|
7,350 | 6.7% |
P
S
|
116,293 | $11,882,818 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 9.12% | 9.06% |
#4
Prev: #4
|
4.6 |
—
|
3,759 | 2.1% |
P
S
|
184,295 | $10,930,564 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 8.05% | 8.03% |
#5
Prev: #5
|
4.2 |
—
|
-1,069 | -0.8% |
P
S
|
139,329 | $9,649,893 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 7.97% | 7.96% |
#6
Prev: #6
|
3.7 |
—
|
5,690 | 3.0% |
P
S
|
194,116 | $9,554,390 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 7.48% | 7.54% |
#7
Prev: #7
|
3.5 |
—
|
1,096 | 0.9% |
P
S
|
126,945 | $8,963,555 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
GBIL
GOLDMAN SACHS E...
|
ETF | 7.31% | 7.09% |
#8
Prev: #8
|
3.4 |
—
|
3,245 | 3.9% |
P
S
|
87,472 | $8,756,832 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
EMB
ISHARES TR
|
ETF | 5.09% | 5.18% |
#9
Prev: #9
|
4.0 |
—
|
3,231 | 5.1% |
P
S
|
67,100 | $6,095,367 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 4.57% | 4.63% |
#10
Prev: #10
|
2.3 |
—
|
5,497 | 4.7% |
P
S
|
123,238 | $5,473,020 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 4.05% | 4.11% |
#11
Prev: #11
|
3.6 |
—
|
5,914 | 6.1% |
P
S
|
102,470 | $4,852,959 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 3.27% | 3.31% |
#12
Prev: #12
|
3.3 |
—
|
2,947 | 7.2% |
P
S
|
43,729 | $3,919,440 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 2.61% | 2.57% |
#13
Prev: #13
|
3.0 |
—
|
3,264 | 5.6% |
P
S
|
61,614 | $3,129,370 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
NEAR
ISHARES U S ETF...
|
ETF | 1.81% | 1.76% |
#14
Prev: #14
|
1.2 |
—
|
2,060 | 5.0% |
P
S
|
43,476 | $2,167,712 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 | |||
|
SGOL
ETFS GOLD TR
|
ETF | 0.41% | 0.37% |
#15
Prev: #15
|
2.2 |
—
|
1,108 | 9.7% |
P
S
|
12,486 | $493,959 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-10 |
Showing 1-15 of 15 holdings