Finhabits Advisors LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $115,963,000 | Individuals and high net worth (100%) |
| Mar 2025 to Mar 2026 | $96,059,702 | Individuals and high net worth (100%) |
| Mar 2024 to Feb 2025 | $82,427,767 | Individuals and high net worth (100%) |
| May 2023 to Feb 2024 | $72,138,166 | Individuals and high net worth (100%) |
| Apr 2023 | $72,138,166 | Individuals and high net worth (100%) |
| Apr 2022 to Mar 2023 | $70,571,123 | Individuals and high net worth (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 94.6%; sector active share 87.1% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $118,943,475 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | +12,085 | 151,248 | $11,953,129 | |
| GBIL | Goldman Sachs ETF Trust | +11,919 | 84,227 | $8,436,176 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | +10,465 | 188,426 | $9,464,637 | |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | +8,134 | 108,943 | $11,882,413 | |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | +8,000 | 117,741 | $5,511,456 | |
| NEAR | iShares Short Duration Bond Active ETF | +5,968 | 41,416 | $2,098,134 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +5,323 | 96,556 | $4,883,802 | |
| BINC | +3,875 | 58,350 | $3,054,039 | ||
| EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | +3,181 | 63,869 | $6,159,526 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | +1,161 | 40,782 | $3,932,608 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | −6,087 | 132,959 | $21,841,174 | |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | −3,437 | 140,398 | $9,548,467 | |
| VEA | Vanguard FTSE Developed Markets ETF | −1,459 | 125,849 | $8,966,741 | |
| SGOL | abrdn Gold ETF Trust | −1,238 | 11,378 | $434,980 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −447 | 180,536 | $10,776,193 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Reduced | 132,959 | $21,841,174 | 18.36% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Added | 151,248 | $11,953,129 | 10.05% | |
| LQD |
iShares iBoxx $ Investment Grade Corporate Bond ETF
|
Added | 108,943 | $11,882,413 | 9.99% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 180,536 | $10,776,193 | 9.06% | |
| DYNF |
iShares U.S. Equity Factor Rotation Active ETF
|
Reduced | 140,398 | $9,548,467 | 8.03% | |
| VTIP |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND
|
Added | 188,426 | $9,464,637 | 7.96% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 125,849 | $8,966,741 | 7.54% | |
| GBIL |
Goldman Sachs ETF Trust
|
Added | 84,227 | $8,436,176 | 7.09% | |
| EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
|
Added | 63,869 | $6,159,526 | 5.18% | |
| VMBS |
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND
|
Added | 117,741 | $5,511,456 | 4.63% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Added | 96,556 | $4,883,802 | 4.11% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Added | 40,782 | $3,932,608 | 3.31% | |
| BINC |
|
Added | 58,350 | $3,054,039 | 2.57% | |
| NEAR |
iShares Short Duration Bond Active ETF
|
Added | 41,416 | $2,098,134 | 1.76% | |
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 11,378 | $434,980 | 0.37% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.