2026 Q1 Portfolio Activity
In 2026 Q1, Finhabits Advisors LLC maintained a portfolio of 15 distinct positions. They heavily accumulated shares in GOLDMAN SACHS ACCES TREASURY, increasing the position by 5.1%.
Position History
hover any row below to update
Loading…
Finhabits Advisors LLC
AUM $108M
Total Positions
15
Quarter
2026 Q1
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 Q1
| 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 CORE S&...
|
ETF | 18.27% | 18.46% |
#1
Prev: #1
|
8.0 |
—
|
6,725 | 5.1% |
P
S
|
139,046 | $19,804,265 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VCSH
VANGUARD SHRT T...
|
ETF | 10.18% | 10.26% |
#2
Prev: #2
|
6.0 |
—
|
2,039 | 1.5% |
P
S
|
139,163 | $11,031,432 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
LQD
ISHARES IBOXX I...
|
ETF | 10.14% | 10.18% |
#3
Prev: #3
|
5.5 |
—
|
2,333 | 2.4% |
P
S
|
100,809 | $10,987,202 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 9.03% | 8.87% |
#4
Prev: #4
|
4.6 |
—
|
5,111 | 2.9% |
P
S
|
180,983 | $9,782,113 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VTIP
VANGUARD STRM I...
|
ETF | 8.20% | 8.25% |
#5
Prev: #5
|
4.3 |
—
|
175 | 0.1% |
P
S
|
177,961 | $8,889,150 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DYNF
BLACKROCK ISHAR...
|
ETF | 7.72% | 7.72% |
#6
Prev: #6
|
5.1 |
—
|
8,590 | 6.4% |
P
S
|
143,835 | $8,368,340 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 7.53% | 7.54% |
#7
Prev: #7
|
3.5 |
—
|
-1,258 | -1.0% |
P
S
|
127,308 | $8,157,915 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GBIL
GOLDMAN SACHS A...
|
ETF | 6.68% | 6.46% |
#8
Prev: #8
|
4.7 |
—
|
3,479 | 5.1% |
P
S
|
72,308 | $7,244,510 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
EMB
ISHARES JPMORGA...
|
ETF | 5.26% | 5.35% |
#9
Prev: #9
|
2.6 |
—
|
1,521 | 2.6% |
P
S
|
60,688 | $5,700,431 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VMBS
VANGUARD MTG-BK...
|
ETF | 4.75% | 4.84% |
#10
Prev: #10
|
2.4 |
—
|
290 | 0.3% |
P
S
|
109,741 | $5,152,328 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 4.20% | 4.29% |
#11
Prev: #11
|
2.2 |
—
|
319 | 0.4% |
P
S
|
91,233 | $4,551,635 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VNQ
VANGUARD REAL E...
|
ETF | 3.24% | 3.20% |
#12
Prev: #12
|
1.8 |
—
|
1,128 | 2.9% |
P
S
|
39,621 | $3,514,370 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BINC
BLACKROCK ISHAR...
|
ETF | 2.61% | 2.48% |
#13
Prev: #13
|
3.0 |
—
|
4,407 | 8.8% |
P
S
|
54,475 | $2,828,892 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NEAR
ISHARES SHORT D...
|
ETF | 1.66% | 1.61% |
#14
Prev: #14
|
2.7 |
—
|
1,908 | 5.7% |
P
S
|
35,448 | $1,801,995 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SGOL
ETFS PHYSCL GOL...
|
ETF | 0.52% | 0.49% |
#15
Prev: #15
|
0.7 |
—
|
-215 | -1.7% |
P
S
|
12,616 | $562,941 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 |
Showing 1-15 of 15 holdings