FINANCIAL LIFE ADVISORS
All 13F Filings
- Location
- San Antonio, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 351,743
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 60 | 351,743 | 13F-HR | FINANCIAL LIFE ADVISORS |
| Q1 2026 | 4/29/2026 | 52 | 320,993 | 13F-HR | FINANCIAL LIFE ADVISORS |
| Q4 2025 | 1/30/2026 | 53 | 324,284 | 13F-HR | FINANCIAL LIFE ADVISORS |
| Q3 2025 | 11/3/2025 | 47 | 311,279 | 13F-HR | FINANCIAL LIFE ADVISORS |
| Q2 2025 | 7/23/2025 | 48 | 292,261 | 13F-HR | FINANCIAL LIFE ADVISORS |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.404 K | 1.0% | 738 | 0 | 738 |
| ETFs | 348.3 K | 99.0% | 30.01 K | 0 | 30.01 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
351,743
Holdings
60
QoQ value change ($000)
30,750
(9.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.