Financial Life Advisors Portfolio Holdings

Financial Life Advisors

  • $288 Million
  • Q2 2025

Financial Life Advisors has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $288 Million distributed in 48 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 $42.9M, Ishares S&P 500 Value ETF with a value of $33M, Schwab Us Aggregate Bond ETF with a value of $30.1M, Spdr Ser Tr Spdr Portfolio Mor with a value of $18.2M, and Blackrock ETF Tr U S Equity Fa with a value of $17.9M.

Examining the 13F form we can see an increase of $22.8M in the current position value, from $265M to 288M.

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

Portfolio value $288 Million
ETFs: $285 Million
Healthcare: $1.07 Million
Consumer Cyclical: $817,000
Technology: $388,000
Energy: $238,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.9 Million 14.92% of portfolio
389,746
Q2 2025 Reduced 0.92%
$0
$33 Million 11.47% of portfolio
168,750
Q2 2025 Added 4.42%
$0
$30.1 Million 10.46% of portfolio
1,294,208
Q2 2025 Added 3.45%
$0
$18.2 Million 6.34% of portfolio
825,673
Q2 2025 Added 5.38%
$0
$17.9 Million 6.22% of portfolio
328,509
Q2 2025 Added 9.42%
$0
$14.6 Million 5.09% of portfolio
230,726
Q2 2025 Added 2.07%
$0
$14.4 Million 5.01% of portfolio
311,915
Q2 2025 Reduced 6.37%
$0
$11.6 Million 4.04% of portfolio
206,913
Q2 2025 Added 30.06%
$0
$11.4 Million 3.96% of portfolio
26,006
Q2 2025 Reduced 0.66%
$0
$9.64 Million 3.35% of portfolio
86,046
Q2 2025 Reduced 4.02%
$0
$9.61 Million 3.34% of portfolio
55,444
Q2 2025 Added 4.13%
$0
$8.64 Million 3.0% of portfolio
47,262
Q2 2025 Added 2.88%
$0
$7.34 Million 2.55% of portfolio
27,607
Q2 2025 Added 4.09%
$0
$6.37 Million 2.21% of portfolio
267,483
Q2 2025 Added 40.31%
$0
$6.32 Million 2.2% of portfolio
35,761
Q2 2025 Reduced 2.19%
$0
$5.1 Million 1.77% of portfolio
48,853
Q2 2025 Added 2.0%
$0
$4.36 Million 1.52% of portfolio
127,507
Q2 2025 Added 2.78%
$0
$3.78 Million 1.32% of portfolio
77,170
Q2 2025 Added 4.47%
$0
$3.04 Million 1.06% of portfolio
61,562
Q2 2025 Added 443.74%
$0
$2.84 Million 0.99% of portfolio
74,808
Q2 2025 Added 17.21%
$0
$2.71 Million 0.94% of portfolio
53,949
Q2 2025 Added 15.38%
$0
$2.4 Million 0.83% of portfolio
37,958
Q2 2025 Reduced 58.13%
$0
$2.1 Million 0.73% of portfolio
20,705
Q2 2025 Reduced 49.2%
$0
$1.89 Million 0.66% of portfolio
35,795
Q2 2025 Reduced 39.13%
$0
$1.48 Million 0.51% of portfolio
25,929
Q2 2025 Reduced 7.17%
$0
$1.17 Million 0.41% of portfolio
16,103
Q2 2025 Added 46.3%
$11.8B
$1.07 Million 0.37% of portfolio
8,744
Q2 2025 Added 0.16%
$0
$988,000 0.34% of portfolio
33,843
Q2 2025 Reduced 0.03%
$0
$799,000 0.28% of portfolio
17,905
Q2 2025 Reduced 12.62%
$2.26T
$817,000 0.28% of portfolio
3,726
Q2 2025 Added 4.72%
$0
$770,000 0.27% of portfolio
15,350
Q2 2025 Added 4.26%
$0
$591,000 0.21% of portfolio
892
Q1 2025 Added 28.35%
$0
$593,000 0.21% of portfolio
6,318
Q2 2025 Reduced 46.28%
$0
$542,000 0.19% of portfolio
878
Q2 2025 Reduced 0.57%
$0
$484,000 0.17% of portfolio
2,017
Q2 2025 Reduced 2.89%
$0
$373,000 0.13% of portfolio
602
Q2 2023 Reduced 4.14%
$0
$366,000 0.13% of portfolio
15,000
Q4 2024 Added 200.0%
$3.69T
$388,000 0.13% of portfolio
1,895
Q2 2025 Reduced 4.87%
$0
$341,000 0.12% of portfolio
3,640
Q1 2025 Reduced 1.52%
$0
$325,000 0.11% of portfolio
3,899
Q2 2025 Reduced 15.72%
$0
$257,000 0.09% of portfolio
2,425
Q2 2025 Reduced 7.51%
$0
$254,000 0.09% of portfolio
2,844
Q2 2025 Reduced 1.04%
$0
$219,000 0.08% of portfolio
2,650
Q2 2025 Added 0.61%
$442B
$238,000 0.08% of portfolio
2,215
Q2 2025 Reduced 11.54%
$0
$221,000 0.08% of portfolio
728
Q4 2024 Reduced 3.96%
$0
$224,000 0.08% of portfolio
4,186
Q2 2025 Reduced 0.71%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q2 2025 Added 6.0%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $288 Million
  • Prior Value $265 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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