FINANCIAL LIFE ADVISORS
All 13F Filings
- Location
- San Antonio, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 324,284
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 111.9 K | 34.5% | 27.55 K | 0 | 27.55 K |
| ETFs | 201.6 K | 62.2% | 0 | 11.34 K | -11.34 K |
| Other | 10.83 K | 3.3% | 0 | 3.211 K | -3.211 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
324,284
Holdings
53
QoQ value change ($000)
13,005
(4.2%)
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.