FINANCIAL LIFE ADVISORS - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, FINANCIAL LIFE ADVISORS held in its portfolio 51 assets valued at $324,283,582 (i.e. $324.28M).
The most valuable assets in the portfolio included: ISHARES TR ($43.84M), ISHARES TR ($35.24M), and SCHWAB STRATEGIC TR ($34.53M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
FINANCIAL LIFE ADVISORS - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 355656 | 43838155 | S&P 500 GRWT ETF |
| ISHARES TR | 166191 | 35244035 | S&P 500 VAL ETF |
| SCHWAB STRATEGIC TR | 1477753 | 34535084 | US AGGREGATE B |
| SPDR SERIES TRUST | 1426321 | 32959420 | STATE STREET SPD |
| BLACKROCK ETF TRUST | 314833 | 19145020 | ISHARES US EQUIT |
| ISHARES TR | 237662 | 16971440 | EAFE VALUE ETF |
| VANGUARD SCOTTSDALE FDS | 279169 | 15577630 | LONG TERM TREAS |
| VANGUARD INDEX FDS | 25519 | 12449699 | GROWTH ETF |
| VANGUARD INTL EQUITY INDEX F | 204503 | 10994081 | FTSE EMR MKT ETF |
| ISHARES TR | 54641 | 10910721 | U.S. TECH ETF |
| ISHARES TR | 232615 | 10825896 | CORE UNIVRSL USD |
| ISHARES TR | 48455 | 9624169 | MSCI USA QLT FCT |
| ISHARES TR | 26938 | 9238926 | S&P 100 ETF |
| ISHARES TR | 80524 | 9173309 | EAFE GRWTH ETF |
| WORLD GOLD TR | 76657 | 6544208 | SPDR GLD MINIS |
| VANGUARD INDEX FDS | 33217 | 6344115 | VALUE ETF |
| ISHARES TR | 45267 | 4848548 | NATIONAL MUN ETF |
| VANGUARD MUN BD FDS | 79753 | 4010778 | TAX EXEMPT BD |
| ISHARES TR | 18568 | 3986364 | US AER DEF ETF |
| BLACKROCK ETF TRUST II | 75212 | 3968937 | ISHARES FLEXIBLE |
| VANGUARD MALVERN FDS | 61087 | 3021363 | STRM INFPROIDX |
| ISHARES TR | 24848 | 2526296 | 10-20 YR TRS ETF |
| COLUMBIA ETF TR II | 52321 | 2007034 | EM CORE EX ETF |
| VANGUARD TAX-MANAGED FDS | 22169 | 1384897 | VAN FTSE DEV MKT |
| INVESCO EXCH TRADED FD TR II | 17650 | 1260563 | S&P500 LOW VOL |
| ISHARES INC | 16818 | 1222332 | MSCI EMRG CHN |
| SCHWAB STRATEGIC TR | 33702 | 1099359 | US LCAP GR ETF |
| ENCOMPASS HEALTH CORP | 8757 | 929462 | COM |
| AMAZON COM INC | 3740 | 863267 | COM |
| VANECK ETF TRUST | 15769 | 806111 | HIGH YLD MUNIETF |
| ISHARES TR | 13410 | 709121 | ISHS 1-5YR INVS |
| VANGUARD WORLD FD | 892 | 672372 | INF TECH ETF |
| ISHARES TR | 13897 | 574780 | HDG MSCI EAFE |
| SPDR S&P 500 ETF TR | 825 | 562584 | TR UNIT |
| ISHARES TR | 5632 | 530309 | MSCI USA MIN VOL |
| APPLE INC | 1924 | 523059 | COM |
| ISHARES TR | 735 | 503431 | CORE S&P500 ETF |
| ISHARES TR | 1653 | 413762 | MSCI USA MMENTM |
| SCHWAB STRATEGIC TR | 15000 | 403650 | US LRG CAP ETF |
| NUSHARES ETF TR | 3231 | 315992 | NUVEEN ESG LRGCP |
| ALPHABET INC | 901 | 282681 | CAP STK CL C |
| ISHARES INC | 4186 | 281383 | CORE MSCI EMKT |
| ISHARES TR | 2904 | 278871 | MSCI EAFE ETF |
| EXXON MOBIL CORP | 2256 | 271487 | COM |
| ISHARES TR | 3028 | 270885 | CORE MSCI EAFE |
| MICROSOFT CORP | 535 | 258572 | COM |
| VANGUARD INDEX FDS | 728 | 244077 | TOTAL STK MKT |
| VANGUARD SCOTTSDALE FDS | 2537 | 234165 | VNG RUS1000VAL |
| VANGUARD INDEX FDS | 778 | 225791 | MID CAP ETF |
| NVIDIA CORPORATION | 1134 | 211491 | COM |
| ISHARES TR | 2118 | 203900 | RUS MID CAP ETF |
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