Financial Life Advisors Portfolio Holdings

Financial Life Advisors

  • $306 Million
  • Q3 2025

Financial Life Advisors has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $306 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $44.8M, Ishares S&P 500 Value ETF with a value of $35.7M, Schwab Us Aggregate Bond ETF with a value of $32.1M, Spdr Ser Tr Spdr Portfolio Mor with a value of $19.7M, and Blackrock ETF Tr U S Equity Fa with a value of $18.8M.

Examining the 13F form we can see an increase of $18.1M in the current position value, from $288M to 306M.

Below you can find more details about Financial Life Advisors portfolio as well as his latest detailed transactions.

Portfolio value $306 Million
ETFs: $303 Million
Healthcare: $1.11 Million
Consumer Cyclical: $781,000
Technology: $462,000
Energy: $249,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.3B
$1.11 Million 0.36% of portfolio
8,757
Q3 2025 Added 0.15%

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $306 Million
  • Prior Value $288 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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