Institutional Fund
Finhabits Advisors LLC
New York, NYCIK 21069492 filings on record
Portfolio Value
$108.38M
Q1 2026
Holdings
15
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+1.7%
from $106.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr18.3%
- Vanguard Scottsdale Fds10.2%
- Ishares Tr10.1%
- Vanguard Intl Equity Index F9.0%
- Vanguard Malvern Fds8.2%
- Blackrock ETF Trust7.7%
- Other36.5%
Portfolio Holdings
15 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 139.0K | $19.80M | 18.3% | +6.7K | Added |
| 2 | Vanguard Scottsdale Fds | 139.2K | $11.03M | 10.2% | +2.0K | Added |
| 3 | Ishares Tr | 100.8K | $10.99M | 10.1% | +2.3K | Added |
| 4 | Vanguard Intl Equity Index F | 181.0K | $9.78M | 9.0% | +5.1K | Added |
| 5 | Vanguard Malvern Fds | 178.0K | $8.89M | 8.2% | +175 | Added |
| 6 | Blackrock ETF Trust | 143.8K | $8.37M | 7.7% | +8.6K | Added |
| 7 | Vanguard Tax-Managed Fds | 127.3K | $8.16M | 7.5% | −1.3K | Reduced |
| 8 | Goldman Sachs ETF Tr | 72.3K | $7.24M | 6.7% | +3.5K | Added |
| 9 | Ishares Tr | 60.7K | $5.70M | 5.3% | +1.5K | Added |
| 10 | Vanguard Scottsdale Fds | 109.7K | $5.15M | 4.8% | +290 | Added |
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