13F Insight
DOSSIER · 13F-HR · Q2 2026

FINANCIAL LIFE ADVISORS

$352M in tracked AUM across 61 positions as of Q2 2026.

FL
CIK 0001730813 · last filed Jun 30, 2026
Total AUM
$352M
as of Q2 2026
Holdings
61
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

FINANCIAL LIFE ADVISORS filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$46M338K13.2%02
IVE
ISHARES TR
$37M163K10.5%03
SCHZ
SCHWAB STRATEGIC TR
$36M1.6M10.3%04
SPMB
SPDR SERIES TRUST
$29M1.3M8.3%05
DYNF
BLACKROCK ETF TRUST
$21M306K5.9%06
EFV
ISHARES TR
$18M229K5.0%07
VGLT
VANGUARD SCOTTSDALE FDS
$17M310K4.9%08
IUSB
ISHARES TR
$17M370K4.9%09
VWO
VANGUARD INTL EQUITY INDEX F
$16M262K4.4%10
VUG
VANGUARD INDEX FDS
$14M164K4.0%

Filing history

2026Q2Jun 30
$352M▲ 9.6%
61 positionsView →2026Q1Mar 31
$321M▼ 1.0%
52 positionsView →2025Q4Dec 31
$324M▲ 4.2%
53 positionsView →2025Q3Sep 30
$311M▲ 6.5%
47 positionsView →2025Q2Jun 30
$292M▲ 8.9%
48 positionsLocked2025Q1Mar 31
$268M▲ 0.8%
51 positionsLocked2024Q4Dec 31
$266M▲ 0.6%
46 positionsLocked2024Q3Sep 30
$265M▲ 7.5%
48 positionsLocked2024Q2Jun 30
$246M▲ 3.1%
57 positionsLocked2024Q1Mar 31
$239M▲ 2.9%
60 positionsLocked2023Q4Dec 31
$232M▲ 0.0%
58 positionsLocked2023Q3Sep 30
$232M▼ 3.0%
55 positionsLocked
Showing 12 of 33