Finhabits Advisors LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Finhabits Advisors LLC reported 15 stock positions worth $106.6 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 18.5% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 10.3%) and Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 10.2%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002106949
Portfolio Value
$106.6M (Q4 2025)
SEC Filing
0002106949-26-000002 ↗ filed Jan 29, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $106.6M $106.6M Q4 2025 Q1 2026: $108.4M Q1 2026 Q2 2026: $118.9M Q2 2026

Holdings 15 stocks · $106.6M

ITOT iShares Core S&P Total U.S. 18.46% 132,321 $19.7M —
VCSH Vanguard S/T Corp. Bond ETF 10.26% 137,124 $10.9M —
LQD Ishr Ibx Usd Invgd CB ETF-Ui 10.18% 98,476 $10.9M —
VWO Vanguard Ftse Emerging Marke 8.87% 175,872 $9.5M —
VTIP Vanguard Short-Term Tips 8.25% 177,786 $8.8M —
DYNF Ishrs US E F R A ETF-Usd Inc. 7.72% 135,245 $8.2M —
VEA Vanguard Ftse Developed ETF 7.54% 128,566 $8.0M —
GBIL Goldman Sachs Access Treasur 6.46% 68,829 $6.9M —
EMB iShares JP Morgan Usd Emergi 5.35% 59,167 $5.7M —
VMBS Vanguard Mortgage-Backed Sec 4.84% 109,451 $5.2M —
VTEB Vanguard Tax-Exempt Bond ETF 4.29% 90,914 $4.6M —
VNQ Vanguard Real Estate ETF 3.20% 38,493 $3.4M —
BINC iShares Flex I A ETF-Usd Inc. 2.48% 50,068 $2.6M —
NEAR iShares SH Dba ETF Usd Inc. 1.61% 33,540 $1.7M —
SGOL Abrdn Physical Gold Shares 0.49% 12,831 $527K —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 15$118.9MITOT, VCSH, LQD, VWO, DYNF
Q1 2026 15$108.4MITOT, VCSH, LQD, VWO, VTIP
Q4 2025 15$106.6MITOT, VCSH, LQD, VWO, VTIP