Finhabits Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Finhabits Advisors LLC reported 15 stock positions worth $108.4 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 18.3% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 10.2%) and Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 10.1%). Compared with Q4 2025, it added to 13 and reduced 2. The biggest buy was Goldman Sachs Access Treasur (GBIL, shares +5%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002106949
- Portfolio Value
- $108.4M (Q1 2026)
- SEC Filing
- 0002106949-26-000003 ↗ filed May 6, 2026
Holdings Value
Holdings 15 stocks · $108.4M
| ITOT iShares Core S&P Total U.S. | 18.27% | 139,046 | $19.8M | Add +5.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 10.18% | 139,163 | $11.0M | Add +1.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 10.14% | 100,809 | $11.0M | Add +2.4% |
| VWO Vanguard Ftse Emerging Marke | 9.03% | 180,983 | $9.8M | Add +2.9% |
| VTIP Vanguard Short-Term Tips | 8.20% | 177,961 | $8.9M | Add +0.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 7.72% | 143,835 | $8.4M | Add +6.3% |
| VEA Vanguard Ftse Developed ETF | 7.53% | 127,308 | $8.2M | Reduce -1.0% |
| GBIL Goldman Sachs Access Treasur | 6.68% | 72,308 | $7.2M | Add +5.0% |
| EMB iShares JP Morgan Usd Emergi | 5.26% | 60,688 | $5.7M | Add +2.6% |
| VMBS Vanguard Mortgage-Backed Sec | 4.75% | 109,741 | $5.2M | Add +0.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 4.20% | 91,233 | $4.6M | Add +0.3% |
| VNQ Vanguard Real Estate ETF | 3.24% | 39,621 | $3.5M | Add +2.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 2.61% | 54,475 | $2.8M | Add +8.8% |
| NEAR iShares SH Dba ETF Usd Inc. | 1.66% | 35,448 | $1.8M | Add +5.7% |
| SGOL Abrdn Physical Gold Shares | 0.52% | 12,616 | $563K | Reduce -1.7% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| GBIL Goldman Sachs Access Treasur | Add +5.0% | 6.68% | +0.23 |
| VWO Vanguard Ftse Emerging Marke | Add +2.9% | 9.03% | +0.15 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +8.8% | 2.61% | +0.13 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +5.7% | 1.66% | +0.05 |
| VNQ Vanguard Real Estate ETF | Add +2.9% | 3.24% | +0.05 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +6.3% | 7.72% | +0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +2.4% | 10.14% | −0.05 |
| VTIP Vanguard Short-Term Tips | Add +0.1% | 8.20% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.5% | 10.18% | −0.08 |
| VMBS Vanguard Mortgage-Backed Sec | Add +0.3% | 4.75% | −0.08 |
| EMB iShares JP Morgan Usd Emergi | Add +2.6% | 5.26% | −0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.3% | 4.20% | −0.09 |
| ITOT iShares Core S&P Total U.S. | Add +5.1% | 18.27% | −0.19 |