2026 Q2 Portfolio Activity
In 2026 Q2, Finhabits Advisors LLC maintained a portfolio of 15 distinct positions. They heavily accumulated shares in GOLDMAN SACHS ETF TR, increasing the position by 16.5%.
Position History
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Finhabits Advisors LLC
AUM $119M
Total Positions
15
Quarter
2026 Q2
Top Holding
ITOT (18.4%)
Top 10 Concentration
87.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-15 of 15
Finhabits Advisors LLC Full Holdings List — 2026 Q2
| 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 | 18.36% | 18.27% |
#1
Prev: #1
|
6.5 |
—
|
-6,087 | -4.4% |
P
S
|
132,959 | $21,841,192 |
$147.69
+12.9%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 10.05% | 10.18% |
#2
Prev: #2
|
7.5 |
—
|
12,085 | 8.7% |
P
S
|
151,248 | $11,953,095 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LQD
ISHARES TR
|
ETF | 9.99% | 10.14% |
#3
Prev: #3
|
7.0 |
—
|
8,134 | 8.1% |
P
S
|
108,943 | $11,882,381 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 9.06% | 9.03% |
#4
Prev: #4
|
4.6 |
—
|
-447 | -0.2% |
P
S
|
180,536 | $10,776,170 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 8.03% | 7.72% |
#5
1
Prev: #6
|
4.2 |
—
|
-3,437 | -2.4% |
P
S
|
140,398 | $9,548,475 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 7.96% | 8.20% |
#6
1
Prev: #5
|
5.2 |
—
|
10,465 | 5.9% |
P
S
|
188,426 | $9,464,656 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 7.54% | 7.53% |
#7
Prev: #7
|
3.5 |
—
|
-1,459 | -1.1% |
P
S
|
125,849 | $8,966,720 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GBIL
GOLDMAN SACHS E...
|
ETF | 7.09% | 6.68% |
#8
Prev: #8
|
4.8 |
—
|
11,919 | 16.5% |
P
S
|
84,227 | $8,436,195 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EMB
ISHARES TR
|
ETF | 5.18% | 5.26% |
#9
Prev: #9
|
4.1 |
—
|
3,181 | 5.2% |
P
S
|
63,869 | $6,159,501 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 4.63% | 4.75% |
#10
Prev: #10
|
3.9 |
—
|
8,000 | 7.3% |
P
S
|
117,741 | $5,511,470 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 4.11% | 4.20% |
#11
Prev: #11
|
3.6 |
—
|
5,323 | 5.8% |
P
S
|
96,556 | $4,883,787 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 3.31% | 3.24% |
#12
Prev: #12
|
1.8 |
—
|
1,161 | 2.9% |
P
S
|
40,782 | $3,932,616 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 2.57% | 2.61% |
#13
Prev: #13
|
3.0 |
—
|
3,875 | 7.1% |
P
S
|
58,350 | $3,054,037 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NEAR
ISHARES U S ETF...
|
ETF | 1.76% | 1.66% |
#14
Prev: #14
|
2.7 |
—
|
5,968 | 16.8% |
P
S
|
41,416 | $2,098,153 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SGOL
ETFS GOLD TR
|
ETF | 0.37% | 0.52% |
#15
Prev: #15
|
0.6 |
—
|
-1,238 | -9.8% |
P
S
|
11,378 | $434,977 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-15 of 15 holdings