FINANCIAL LIFE ADVISORS
FINANCIAL LIFE ADVISORS reported 60 positions worth $351.7M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: IVW (13.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVW | SH | $46.4M | 13.20% | 337,681 | — | — | |
| ▸ 2 | IVE | SH | $37.0M | 10.52% | 162,970 | — | — | |
| ▸ 3 | SCHZ | SH | $36.4M | 10.35% | 1,573,243 | — | — | |
| ▸ 4 | SPMB | SH | $29.0M | 8.25% | 1,300,999 | — | — | |
| ▸ 5 | DYNF | SH | $20.8M | 5.92% | 306,406 | — | — | |
| ▸ 6 | EFV | SH | $17.5M | 4.99% | 229,096 | — | — | |
| ▸ 7 | VGLT | SH | $17.1M | 4.86% | 309,813 | — | — | |
| ▸ 8 | IUSB | SH | $17.1M | 4.85% | 369,768 | — | — | |
| ▸ 9 | VWO | SH | $15.6M | 4.44% | 261,862 | — | — | |
| ▸ 10 | VUG | SH | $14.1M | 4.01% | 163,801 | — | — |
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Frequently Asked Questions
What stocks does FINANCIAL LIFE ADVISORS hold as of Q2 2026?
FINANCIAL LIFE ADVISORS reported 60 positions worth $351.7M in its Q2 2026 13F filing. Largest positions: IVW (13.2%), IVE (10.5%), SCHZ (10.3%), SPMB (8.3%) and DYNF (5.9%).
What did FINANCIAL LIFE ADVISORS buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FINANCIAL LIFE ADVISORS sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.