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Finhabits Advisors LLC - Portfolio Stock Holdings

Finhabits Advisors LLC disclosed 15 stock positions in a recent SEC 13F filing. $119,860,366 of stock holdings were filed, with the largest holdings including ITOT, VCSH, and LQD. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $115,963,000 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

15

Est. Stock Holding Value:

$119,860,366

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Finhabits Advisors LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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