13F Insight
DOSSIER · 13F-HR · Q3 2026

FINANCIAL LIFE ADVISORS

$352M in tracked AUM across 61 positions as of Q3 2026.

FL
CIK 0001730813 · last filed Sep 30, 2026
Total AUM
$352M
as of Q3 2026
Holdings
61
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

FINANCIAL LIFE ADVISORS filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$48M338K13.7%02
IVE
ISHARES TR
$38M166K10.8%03
SCHZ
SCHWAB STRATEGIC TR
$36M1.6M10.3%04
SPMB
SPDR SERIES TRUST
$27M1.3M7.8%05
DYNF
BLACKROCK ETF TRUST
$21M305K6.0%06
IUSB
ISHARES TR
$19M433K5.4%07
EFV
ISHARES TR
$18M233K5.2%08
VWO
VANGUARD INTL EQUITY INDEX F
$16M271K4.6%09
VUG
VANGUARD INDEX FDS
$15M164K4.2%10
VGLT
VANGUARD SCOTTSDALE FDS
$15M293K4.2%

Filing history

2026Q3Sep 30
$352M▲ 0.1%
61 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 34