Financial Life Advisors reported 61 holdings worth US$352M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Financial Life Advisors reported 61 holdings worth US$352M as of Jun 30, 2026. Largest: Encompass Health Corporation, Amazon.com, Inc. and Apple Inc. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$352M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Encompass Health Corporation | 8,757 | US$885K | 0.25% |
| Amazon.com, Inc. | 3,583 | US$854K | 0.24% |
| Apple Inc | 1,754 | US$508K | 0.14% |
| Alphabet Inc (google) Class C | 897 | US$320K | 0.09% |
| Prosperity Bancshares, Inc. | 4,270 | US$312K | 0.09% |
| Exxon Mobil Corporation | 2,216 | US$303K | 0.09% |
| Nvidia Corporation | 1,110 | US$222K | 0.06% |