Current Market Value 292,260,570
Current Holdings 48
Most Recent File Date 2025-07-23
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Financial Life Advisors . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-23 2025-06-30 13F-HR 48 292,261
2025-04-24 2025-03-31 13F-HR 51 268,288
2025-01-28 2024-12-31 13F-HR 46 266,229
2024-10-21 2024-09-30 13F-HR 48 264,723
2024-08-09 2024-06-30 13F-HR 57 246,366
2024-04-18 2024-03-31 13F-HR 60 239,043
2024-03-19 2023-12-31 13F-HR 58 232,399
2023-11-01 2023-09-30 13F-HR 55 232,367
2023-07-18 2023-06-30 13F-HR 60 239,594
2023-04-26 2023-03-31 13F-HR 69 232,563
2023-02-07 2022-12-31 13F-HR 70 216,756
2022-10-28 2022-09-30 13F-HR 69 199,595
2022-07-22 2022-06-30 13F-HR 51 213,484
2022-04-20 2022-03-31 13F-HR 54 241,221
2022-01-31 2021-12-31 13F-HR 54 253,964
2021-10-29 2021-09-30 13F-HR 54 239,048
2021-08-09 2021-06-30 13F-HR 56 232,195
2021-05-12 2021-03-31 13F-HR 52 214,807
2021-02-09 2020-12-31 13F-HR 50 193,170
2020-10-29 2020-09-30 13F-HR 48 190,959
2020-07-09 2020-06-30 13F-HR 23 169,151
2020-05-27 2020-03-31 13F-HR 23 145,915
2020-01-27 2019-12-31 13F-HR 45 164,813
2019-11-05 2019-09-30 13F-HR 46 157,907
2019-07-29 2019-06-30 13F-HR 47 150,897
2019-05-13 2019-03-31 13F-HR 47 145,317
2019-02-05 2018-12-31 13F-HR 48 129,235
2018-10-12 2018-09-30 13F-HR 46 136,433
2018-08-13 2018-06-30 13F-HR 44 121,837
2018-05-09 2018-03-31 13F-HR 48 109,166
2018-02-20 2017-12-31 13F-HR 50 123,735