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FINANCIAL LIFE ADVISORS

Q1 2026 13F Holdings

  • Location
    san antonio, TX
  • Num holdings

    52

  • Value ($000)

    $320,993

  • Date Filed
    04/29/2026
  • Form type
    13F-HR
  • CIK
    0001730813
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$40.83M
13 %

361,009

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$35.25M
11 %

166,962

S
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$34.84M
11 %

1,500,574

S
SPMB

SPDR SERIES TRUST

STATE STREET SPD
78464A383
$23.32M
7 %

1,041,380

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$19.24M
6 %

330,628

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$17.45M
5 %

234,711

---

VANGUARD SCOTTSDALE FDS

LONG TERM TREAS
92206C847
$16.21M
5 %

292,879

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$12.08M
4 %

223,411

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$11.93M
4 %

27,305

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$11.88M
4 %

257,190

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