Financial Life Advisors
Financial Life Advisors reported 60 stocks worth $352M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IVW (13.7%), IVE (10.8%) and SCHZ (10.3%). Compared with Q2 2026, the fund opened new positions in JMUB, BND and XOM, added to IVW, IVE and SCHZ, trimmed SPMB, DYNF and VGLT and sold out of TFI, TLH and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVW Ishares TR | $48.1M | 13.7% | 338K | +727 (+0%) | 8 of 8 | |
| 2 |  IVE Ishares TR | $37.9M | 10.8% | 166K | +3,064 (+2%) | 8 of 8 | |
| 3 |  SCHZ Schwab US Aggregate Bond | $36.3M | 10.3% | 1.6M | +68K (+4%) | 8 of 8 | |
| 4 |  SPMB Spdr Series Trust | $27.4M | 7.8% | 1.3M | −7,076 (−1%) | 8 of 8 | |
| 5 |  DYNF Blackrock ETF Trust | $21.1M | 6.0% | 305K | −1,703 (−1%) | 8 of 8 | |
| 6 |  IUSB Ishares Core | $19.1M | 5.4% | 433K | +63K (+17%) | 8 of 8 | |
| 7 |  EFV Ishares TR | $18.4M | 5.2% | 233K | +3,895 (+2%) | 8 of 8 | |
| 8 |  VWO Vanguard Intl Equity Index F | $16.1M | 4.6% | 271K | +9,140 (+3%) | 8 of 8 | |
| 9 |  VUG Vanguard Index Fds | $14.8M | 4.2% | 164K | +275 (+0%) | 8 of 8 | |
| 10 |  VGLT Vanguard Scottsdale Fds | $14.7M | 4.2% | 293K | −17K (−6%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TFI State Street | $820K | 18K |
 TLH Ishares TR | $441K | 4,395 |
 XOM Exxon Mobil Corp | $303K | 2,216 |
 VMBS Vanguard Scottsdale Fds | $260K | 5,562 |
 VO Vanguard Index Fds | $241K | 2,995 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Financial Life Advisors 13F FAQ
What does Financial Life Advisors own?
Financial Life Advisors reported 60 stocks worth $352M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IVW (13.7%), IVE (10.8%) and SCHZ (10.3%). The table above lists every position in the filing (the top 10 without an account).
What did Financial Life Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 18 added to, 17 trimmed and 9 sold out. New positions include JMUB, BND and XOM. It sold all of TFI, TLH and XOM.
When will Financial Life Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Financial Life Advisors's portfolio worth?
The Q3 2026 filing reports $352M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.