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Carlos A Garcia

Finhabits Advisors Llc

Assets Managed
$108.378M
Holdings
15
Last Quarter
2026 - Q1
Filed Date
2mo 9d ago
Growth Rate
1.72%(2Q avg: 0.86%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Finhabits Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 15 positions.

Assets under management

The assets under management (AUM) of Finhabits Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 108.378M in assets, with a quarterly growth rate of 1.72% and a 2-quarter average growth rate of 0.86%. The portfolio is managed by Carlos A Garcia, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 5.09%
18.28%
$19.804M
139,046 shares@ $142.43 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 1.49%
10.18%
$11.031M
139,163 shares@ $79.27 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 2.37%
10.14%
$10.987M
100,809 shares@ $109.0 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 2.91%
9.03%
$9.782M
180,983 shares@ $54.05 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 0.1%
8.21%
$8.889M
177,961 shares@ $49.95 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 6.36%
7.73%
$8.368M
143,835 shares@ $58.19 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.97%
7.53%
$8.158M
127,308 shares@ $64.09 avg price
GBIL
Goldman Sachs Access Treasur
Recent Activity
Increased 5.06%
6.69%
$7.245M
72,308 shares@ $100.19 avg price
EMB
Ishares Jp Morgan Usd Emergi
Recent Activity
Increased 2.58%
5.26%
$5.7M
60,688 shares@ $93.94 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 0.27%
4.76%
$5.152M
109,741 shares@ $46.95 avg price

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