Entity type
Company
Filer Snapshot
Finhabits Advisors LLC
CIK 0002106949. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
2
Latest filing
06 May 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$108.38M
15 holdings for Q1 2026
Open portfolioLargest parsed holding
ITOT
$19.8M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 06 May 2026 for CIK 0002106949.
- Business address
- 413 W 14 Th St, Suite 200, New York, NY, 10014
- Parsed ownership coverage
-
13F reported value
$108.38M
Latest parsed Form 13F reported market value.
Largest 13F symbols
ITOT, VCSH, LQD, VWO
Largest symbols in the latest parsed Form 13F holdings.
- Largest 13F holdings
- ITOT VCSH LQD VWO VTIP DYNF VEA GBIL
+7 more
EMB VMBS VTEB VNQ BINC NEAR SGOL - State of incorporation
- DE
- Fiscal year end
- 31 December
Identity
SEC ownership signals
SEC record
Filer intelligence
What SEC filings say about Finhabits Advisors LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $108.38M across 15 reported holdings for Q1 2026.
- Largest parsed 13F holding: ITOT at $19.8M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
56%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$60.49M
Compared with $108.38M total 13F value.
Top 5 net change
+$1.66M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: ITOT ยท Largest trim: VEA
ITOT
VCSH
LQD
VWO
VTIP
Other holdings
Latest update
What changed recently for Finhabits Advisors LLC
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
06 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 06 May 2026.
Benchmark Context
Benchmark context for this company
Finhabits Advisors LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0002106949 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
2
First seen
29 Jan 2026
Latest filing
06 May 2026
Entity
Company
Observed form types
13F-HR
Latest Filings
Showing the latest 2 of 2 SEC filings for Finhabits Advisors LLC.
13F-HR
File 028-26016
13F-HR filing
- Filing date
- 06 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-26016
13F-HR filing
- Filing date
- 29 Jan 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing