Finhabits Advisors LLC
CIK
2106949
Location
NEW YORK, NY
Portfolio Value
Micro
$562,925
Diversification
Highly concentrated
Filing Date
Global Rank
#8,557
/ 8,603
▲ 61
· as of Mar 2026
3Y Alpha vs SPY
-68.0%
Period ended 3 months ago
Filed May 6, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-19.0%
SPY
+9.6%
Annualised alpha
-67.2%
Max drawdown
−25.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
100.0%
0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated0
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $562,925 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SGOL | abrdn Gold ETF Trust | −215 | 12,616 | $562,925 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$562,925 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 12,616 | $562,925 | 100.00% |