Financial Life Advisors Reduced Holdings in Q3 2025

Financial Life Advisors

  • $306 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-13.6K
- 38.09%
$52.39 - $53.11 $714K - $724K
22.2K $1.18M
XCEM
Columbia ETF Tr Ii

ETFs
-24.3K
- 19.07%
$33.85 - $36.86 $823K - $896K
103K $3.75M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-10.6K
- 27.9%
$62.54 - $68.42 $662K - $725K
27.4K $1.85M
HEFA
Ishares Currency Hedged Msci E

ETFs
-14.8K
- 19.83%
$37.2 - $39.61 $552K - $588K
60K $2.38M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-11.4K
- 3.66%
$45.6 - $46.92 $520K - $535K
301K $14M
OEF
Ishares S&P 100 ETF

ETFs
-1.14K
- 4.12%
N/A
26.5K $7.04M
MUB
Ishares National Muni Bond ETF

ETFs
-2.52K
- 5.15%
$103.24 - $106.68 $260K - $268K
46.3K $4.93M
VEA
Vanguard Ftse Developed Market

ETFs
-3.76K
- 14.5%
$56.02 - $60.3 $211K - $227K
22.2K $1.33M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-364
- 18.05%
$236.25 - $257.69 $86K - $93.8K
1.65K $423K
IEFA
Ishares Tr

ETFs
-871
- 22.34%
$81.7 - $87.53 $71.2K - $76.2K
3.03K $264K
AMZN
Amazon Com Inc

Consumer Cyclical
-168
- 4.51%
$211.65 - $238.24 $35.6K - $40K
3.56K $781K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-435
- 6.89%
$92.18 - $95.14 $40.1K - $41.4K
5.88K $559K
EFG
Msci Eafe Growth ETF

ETFs
-1.69K
- 1.96%
$106.99 - $114.46 $181K - $193K
84.4K $9.61M
HYD
Vaneck High Yield Muni ETF

ETFs
-628
- 4.09%
$48.85 - $50.94 $30.7K - $32K
14.7K $749K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-409
- 11.24%
$92.97 - $100.18 $38K - $41K
3.23K $321K
SPY
Spdr S&P 500 ETF Trust

ETFs
-14
- 1.59%
$617.65 - $666.84 $8.65K - $9.34K
864 $575K
AAPL
Apple Inc.

Technology
-78
- 4.12%
$202.38 - $256.87 $15.8K - $20K
1.82K $462K
VTV
Vanguard Value ETF

ETFs
-649
- 1.81%
$175.51 - $186.57 $114K - $121K
35.1K $6.55M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-570
- 1.21%
$182.33 - $194.5 $104K - $111K
46.7K $9.08M
VUG
Vanguard Growth ETF

ETFs
-567
- 2.18%
$433.97 - $484.08 $246K - $274K
25.4K $12.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-11.6K
- 3.54%
$54.35 - $59.32 $633K - $690K
317K $18.8M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.52K
- 2.75%
$171.38 - $197.01 $261K - $300K
53.9K $10.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
-18.9K
- 4.84%
$108.97 - $121.65 $2.06M - $2.29M
371K $44.8M
Activity Summary
Buys All Purchases 15 New Holdings 1 Increased Positions 14 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Life Advisors Portfolio

Follow Financial Life Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Life Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Financial Life Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email