FINANCIAL LIFE ADVISORS
CIK 1730813 · View on SEC EDGAR ↗
- Portfolio value
- $351.7M
- Positions
- 60
- As of
- June 30, 2026
Portfolio value QoQ: +9.6% 13F does not disclose cash
- Top 10 holdings weight
- 71.40%
- Top 25 holdings weight
- 94.28%
- Positions above 1%
- 21
- Effective number of positions
- 15.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 9.59% Est. buys $46,228,826 · sells $32,241,714
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 85.7% still held
- New positions
- 10
- Increased
- 22
- Decreased
- 20
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Full portfolio 60 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVW | $46,441,321 | 13.20% | 337,681 | $5,607,576 | Down ×1 | ||
| IVE | $37,003,872 | 10.52% | 162,970 | $1,749,771 | Down ×1 | ||
| SCHZ | $36,389,117 | 10.35% | 1,573,243 | $1,545,788 | Up ×6 | ||
| SPMB | $29,025,278 | 8.25% | 1,300,999 | $5,708,787 | Up ×6 | ||
| DYNF | $20,838,672 | 5.92% | 306,406 | $1,602,761 | Down ×1 | ||
| EFV | $17,537,295 | 4.99% | 229,096 | $86,536 | Down ×3 | ||
| VGLT Vanguard Long-Term Treasury ETF | $17,095,481 | 4.86% | 309,813 | $883,164 | Up ×5 | ||
| IUSB iShares Core Universal USD Bond ETF | $17,064,783 | 4.85% | 369,768 | $5,185,198 | Up ×2 | ||
| VWO | $15,597,713 | 4.43% | 261,312 | $3,522,348 | Up ×5 | ||
| VUG | $14,109,818 | 4.01% | 163,801 | $2,183,267 | Up ×3 | ||
| EFG | $12,420,616 | 3.53% | 99,828 | $3,268,660 | Up ×2 | ||
| QUAL | $10,576,420 | 3.01% | 48,200 | $1,099,957 | Down ×1 | ||
| BAI | $7,394,349 | 2.10% | 140,257 | $5,972,820 | Up ×1 | ||
| VTV | $6,990,976 | 1.99% | 32,079 | $425,535 | Down ×1 | ||
| IYW | $6,092,119 | 1.73% | 24,153 | $-2,731,067 | Down ×2 | ||
| MUB | $5,181,150 | 1.47% | 48,143 | $235,515 | Up ×2 | ||
| ITA ITA | $4,953,368 | 1.41% | 20,433 | $633,930 | Up ×3 | ||
| BLCR iShares Large Cap Core Active ETF | $4,436,036 | 1.26% | 88,069 | $3,050,425 | Up ×1 | ||
| BINC | $4,030,285 | 1.15% | 77,002 | $167,264 | Up ×1 | ||
| VTEB | $3,995,264 | 1.14% | 78,989 | $-96,564 | Down ×1 | ||
| OEF | $3,822,610 | 1.09% | 10,448 | $-3,530,532 | Down ×2 | ||
| GLDM | $3,441,427 | 0.98% | 43,332 | $-2,663,136 | Down ×2 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $3,169,061 | 0.90% | 63,091 | $97,486 | Up ×5 | ||
| PZA | $2,439,965 | 0.69% | 103,740 | $2,039,561 | Up ×1 | ||
| XCEM | $1,528,020 | 0.43% | 28,896 | $-284,026 | Down ×4 | ||
| SYSB | $1,462,222 | 0.42% | 16,482 | Up ×1 | |||
| SPLV | $1,425,422 | 0.41% | 19,031 | $74,234 | Up ×5 | ||
| VEA | $1,406,689 | 0.40% | 19,743 | $107,916 | Down ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $1,268,622 | 0.36% | 12,401 | $214,735 | Down ×6 | ||
| SCHG | $1,140,476 | 0.32% | 33,702 | $158,737 | |||
| ICVT | $1,110,147 | 0.32% | 9,119 | Up ×1 | |||
| VGT | $919,945 | 0.26% | 7,697 | $302,463 | Up ×1 | ||
| EHC Encompass Health Corporation Common Stock | $885,151 | 0.25% | 8,757 | $38,092 | |||
| AMZN Amazon.com, Inc. - Common Stock | $853,972 | 0.24% | 3,583 | $112,739 | Up ×1 | ||
| TFI | $820,049 | 0.23% | 17,905 | $8,236 | |||
| SPY SPY | $810,992 | 0.23% | 1,086 | $292,671 | Up ×1 | ||
| IVV | $536,205 | 0.15% | 716 | $68,507 | |||
| MTUM | $523,501 | 0.15% | 1,527 | $145,517 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $507,537 | 0.14% | 1,754 | $61,628 | Down ×2 | ||
| IEMG | $480,389 | 0.14% | 5,799 | $40,476 | Down ×1 | ||
| SCHX | $462,286 | 0.13% | 15,708 | $77,686 | Up ×1 | ||
| USMV | $461,754 | 0.13% | 4,787 | $-57,775 | Down ×6 | ||
| TLH | $441,038 | 0.13% | 4,395 | $-2,127,423 | Down ×1 | ||
| SPTL | $386,525 | 0.11% | 14,736 | Up ×1 | |||
| NULG | $378,221 | 0.11% | 3,231 | $84,394 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $320,411 | 0.09% | 907 | $61,998 | Up ×1 | ||
| PB Prosperity Bancshares, Inc. Common Stock | $311,838 | 0.09% | 4,270 | Up ×1 | |||
| AGG | $310,500 | 0.09% | 3,137 | Up ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $302,972 | 0.09% | 2,216 | $-71,128 | Up ×1 | ||
| EFA | $282,034 | 0.08% | 2,715 | $18,326 | |||
| VONV Vanguard Russell 1000 Value ETF | $269,708 | 0.08% | 2,537 | $31,890 | |||
| VTI | $269,389 | 0.08% | 728 | $35,839 | |||
| VMBS Vanguard Mortgage-Backed Securities ETF | $260,357 | 0.07% | 5,562 | ||||
| VO | $241,307 | 0.07% | 2,995 | $17,881 | Up ×1 | ||
| HEFA | $230,073 | 0.07% | 4,903 | $-137,891 | Down ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $222,100 | 0.06% | 1,110 | ||||
| IJR | $211,935 | 0.06% | 1,429 | ||||
| RSP | $211,280 | 0.06% | 993 | Up ×1 | |||
| IJH | $205,344 | 0.06% | 2,663 | ||||
| SPHY | $204,561 | 0.06% | 8,727 | $-8,224,290 | Down ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPMB | Bought more | +260K | +$5.7M |
| IVW | Trimmed | -23K | +$5.6M |
| IUSB | Bought more | +113K | +$5.2M |
| OEF | Trimmed | -13K | -$3.5M |
| VWO | Bought more | +38K | +$3.5M |
| EFG | Bought more | +18K | +$3.3M |
| BLCR | Bought more | +54K | +$3.1M |
| IYW | Trimmed | -24K | -$2.7M |
| GLDM | Trimmed | -23K | -$2.7M |
| VUG | Bought more | +136K | +$2.2M |
2 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| IXC | June 30, 2025 | 24,755 | $1,041,453 | No longer tracked |
| HYD | June 30, 2026 | 11,007 | $551,891 | No longer tracked |
| IGSB | June 30, 2026 | 9,891 | $519,871 | |
| BIV | June 30, 2025 | 3,959 | $303,141 | No longer tracked |
| IJR | March 31, 2025 | 2,362 | $272,150 | No longer tracked |
| IEFA | March 31, 2026 | 3,028 | $270,885 | No longer tracked |
| MSFT | March 31, 2026 | 535 | $258,572 | 30.2% |
| SUB | Sept. 30, 2025 | 2,425 | $257,875 | No longer tracked |
| VMBS | June 30, 2025 | 5,457 | $252,714 | |
| IJH | March 31, 2025 | 3,672 | $228,802 | No longer tracked |
| SHY | Sept. 30, 2025 | 2,650 | $219,579 | |
| NVDA | March 31, 2026 | 1,134 | $211,491 | 24.4% |
| VB | March 31, 2025 | 859 | $206,401 | No longer tracked |
| IWR | March 31, 2026 | 2,118 | $203,900 | No longer tracked |