SEC Form 13F · Q1 2026

FINANCIAL LIFE ADVISORS

Institutional Holdings Report

13F-HRTX
$321.0M
Portfolio Value
52
Holdings
Q1 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
FINANCIAL LIFE ADVISORS
CIK
1730813
Accession No.
0001730813-26-000003
Location
SAN ANTONIO, TX
Form Type
13F-HR
Portfolio Value
$321.0M
Holdings Reported
52
Reporting Period
Q1 2026
Filed
April 29, 2026

About this Filing

FINANCIAL LIFE ADVISORS is an institutional investment manager based in SAN ANTONIO, TX reporting approximately $321.0M in 13(f) securities across 52 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.