Financial Life Advisors
Net seller this quarter
$352M
10
-$1.13M
2.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GLDM | $3.44M | 0.98% | 0.01% | -34.2% | Q1 2025 |
 EMXC | $1.27M | 0.36% | Not reported | -7.4% | Q4 2023 |
 EHC | $885K | 0.25% | 0.01% | Not reported | Q1 2023 |
 AMZN | $854K | 0.24% | 0.00% | +0.7% | Q3 2018 |
| SPY | $811K | 0.23% | Not reported | +36.3% | Q4 2017 |
 AAPL | $508K | 0.14% | 0.00% | -0.2% | Q2 2021 |
 GOOG | $320K | 0.09% | Not reported | +0.7% | Q4 2025 |
 PB | $312K | 0.09% | 0.00% | New | Q2 2026 |
 XOM | $303K | 0.09% | 0.00% | +0.5% | Q4 2017 |
 NVDA | $222K | 0.06% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| GLDM | $6.1M | 1.90% | 0.02% | -14.1% | Q1 2025 |
| EMXC | $1.05M | 0.33% | Not reported | -20.3% | Q4 2023 |
| EHC | $847K | 0.26% | 0.01% | Not reported | Q1 2023 |
| AMZN | $741K | 0.23% | 0.00% | -4.8% | Q3 2018 |
| SPY | $518K | 0.16% | Not reported | -3.4% | Q4 2017 |
| AAPL | $446K | 0.14% | 0.00% | -8.7% | Q2 2021 |
| XOM | $374K | 0.12% | 0.00% | -2.3% | Q4 2017 |
| GOOG | $258K | 0.08% | Not reported | Not reported | Q4 2025 |
| Q4 2025 | |||||
| GLDM | $6.54M | 2.02% | 0.03% | +0.5% | Q1 2025 |
| EMXC | $1.22M | 0.38% | Not reported | -38.6% | Q4 2023 |
| EHC | $929K | 0.29% | 0.01% | Not reported | Q1 2023 |
| AMZN | $863K | 0.27% | 0.00% | +5.1% | Q3 2018 |
| SPY | $563K | 0.17% | Not reported | -4.5% | Q4 2017 |
| AAPL | $523K | 0.16% | 0.00% | +5.9% | Q2 2021 |
| GOOG | $283K | 0.09% | Not reported | New | Q4 2025 |
| XOM | $271K | 0.08% | 0.00% | +1.9% | Q4 2017 |
 MSFT | $259K | 0.08% | 0.00% | New | Q4 2025 |
| NVDA | $211K | 0.07% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| GLDM | $5.83M | 1.87% | 0.03% | +4.8% | Q1 2025 |
| EMXC | $1.85M | 0.59% | Not reported | -27.9% | Q4 2023 |
| EHC | $1.11M | 0.36% | 0.01% | +0.2% | Q1 2023 |
| AMZN | $781K | 0.25% | 0.00% | -4.5% | Q3 2018 |
| SPY | $576K | 0.18% | Not reported | -1.6% | Q4 2017 |
| AAPL | $463K | 0.15% | 0.00% | -4.1% | Q2 2021 |
| XOM | $250K | 0.08% | 0.00% | Not reported | Q4 2017 |