Finhabits Advisors LLC - Portfolio overview
Finhabits Advisors LLC has 15 reported holdings in this dataset, with the latest filing dated 2026-05-06.
Its largest classified asset exposures are funds.
Largest reported holdings by portfolio allocation
- ITOT - ISHARES CORE S&P TTL STK, 18.27%
- VCSH - VANGUARD SHRT TRM CORP BD, 10.18%
- LQD - ISHARES IBOXX INV CP, 10.14%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
Explore securities or join Upside Invest to compare portfolios.