Finhabits Advisors LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
15
Total value ($000)
$119,860
Net value change ($000)
+917 (0.8%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GBIL 321 3.8%
VWO 155 1.4%
VCSH 111 0.9%
DYNF 102 1.1%
VTIP 89 0.9%
ITOT 85 0.4%
BINC 75 2.5%
NEAR 70 3.3%
SGOL 59 13.6%
LQD 1 0.0%
Top Reduces (Value $000, Stocks/ETFs)
EMB -65 -1.1%
VMBS -38 -0.7%
VTEB -31 -0.6%
VNQ -14 -0.4%
VEA -3 -0.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type