Finhabits Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Finhabits Advisors LLC reported 15 stock positions worth $118.9 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 18.4% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 10.0%) and Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 10.0%). Compared with Q1 2026, it added to 10 and reduced 5. The biggest buy was Goldman Sachs Access Treasur (GBIL, shares +16%) and the biggest sale Abrdn Physical Gold Shares (SGOL, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002106949
- Portfolio Value
- $118.9M (Q2 2026)
- SEC Filing
- 0002106949-26-000004 ↗ filed Aug 14, 2026
Holdings Value
Holdings 15 stocks · $118.9M
| ITOT iShares Core S&P Total U.S. | 18.36% | 132,959 | $21.8M | Reduce -4.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 10.05% | 151,248 | $12.0M | Add +8.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 9.99% | 108,943 | $11.9M | Add +8.1% |
| VWO Vanguard Ftse Emerging Marke | 9.06% | 180,536 | $10.8M | Reduce -0.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 8.03% | 140,398 | $9.5M | Reduce -2.4% |
| VTIP Vanguard Short-Term Tips | 7.96% | 188,426 | $9.5M | Add +5.9% |
| VEA Vanguard Ftse Developed ETF | 7.54% | 125,849 | $9.0M | Reduce -1.1% |
| GBIL Goldman Sachs Access Treasur | 7.09% | 84,227 | $8.4M | Add +16.5% |
| EMB iShares JP Morgan Usd Emergi | 5.18% | 63,869 | $6.2M | Add +5.2% |
| VMBS Vanguard Mortgage-Backed Sec | 4.63% | 117,741 | $5.5M | Add +7.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 4.11% | 96,556 | $4.9M | Add +5.8% |
| VNQ Vanguard Real Estate ETF | 3.31% | 40,782 | $3.9M | Add +2.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 2.57% | 58,350 | $3.1M | Add +7.1% |
| NEAR iShares SH Dba ETF Usd Inc. | 1.76% | 41,416 | $2.1M | Add +16.8% |
| SGOL Abrdn Physical Gold Shares | 0.37% | 11,378 | $435K | Reduce -9.8% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| GBIL Goldman Sachs Access Treasur | Add +16.5% | 7.09% | +0.41 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +16.8% | 1.76% | +0.10 |
| VNQ Vanguard Real Estate ETF | Add +2.9% | 3.31% | +0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +7.1% | 2.57% | −0.04 |
| EMB iShares JP Morgan Usd Emergi | Add +5.2% | 5.18% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +5.8% | 4.11% | −0.09 |
| VMBS Vanguard Mortgage-Backed Sec | Add +7.3% | 4.63% | −0.12 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +8.7% | 10.05% | −0.13 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +8.1% | 9.99% | −0.15 |
| VTIP Vanguard Short-Term Tips | Add +5.9% | 7.96% | −0.24 |