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Finhabits Advisors LLC
Portfolio value QoQ: +9.7% 13F does not disclose cash
Top 10 holdings weight87.89%
Top 25 holdings weight100.00%
Positions above 1%14
Effective number of positions10.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.24% Est. buys $5,129,322 · sells $1,411,626
New positions0
Increased10
Decreased5
Closed0
Portfolio value
$118.9M
Positions
15
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 15 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ITOT | $21,841,192 | 18.36% | 132,959 | $2,036,927 | Down ×1 | ||
| VCSH | $11,953,095 | 10.05% | 151,248 | $921,663 | Up ×2 | ||
| LQD | $11,882,381 | 9.99% | 108,943 | $895,179 | Up ×2 | ||
| VWO | $10,776,170 | 9.06% | 180,536 | $994,057 | Down ×1 | ||
| DYNF | $9,548,475 | 8.03% | 140,398 | $1,180,135 | Down ×1 | ||
| VTIP | $9,464,656 | 7.96% | 188,426 | $575,506 | Up ×2 | ||
| VEA | $8,966,720 | 7.54% | 125,849 | $808,805 | Down ×2 | ||
| GBIL | $8,436,195 | 7.09% | 84,227 | $1,191,685 | Up ×2 | ||
| EMB | $6,159,501 | 5.18% | 63,869 | $459,070 | Up ×2 | ||
| VMBS | $5,511,470 | 4.63% | 117,741 | $359,142 | Up ×2 | ||
| VTEB | $4,883,787 | 4.11% | 96,556 | $332,152 | Up ×2 | ||
| VNQ | $3,932,616 | 3.31% | 40,782 | $418,246 | Up ×2 | ||
| BINC | $3,054,037 | 2.57% | 58,350 | $225,145 | Up ×2 | ||
| NEAR | $2,098,153 | 1.76% | 41,416 | $296,158 | Up ×2 | ||
| SGOL | $434,977 | 0.37% | 11,378 | $-127,964 | Down ×2 | ||
| No matches | |||||||