Institutions / Financial Advisory Partners, LLC
Financial Advisory Partners, LLC
CIK 1994252 · Institution · as of Dec 31, 2025
Portfolio value
$354.60M
Positions
66
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 66 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Scottsdale Fds | $53.59M | 15.1% |
| Vanguard Index Fds | $34.17M | 9.6% |
| Vanguard Index Fds | $15.22M | 4.3% |
| iShares Tr | $15.12M | 4.3% |
| Vanguard Scottsdale Fds | $13.40M | 3.8% |
| iShares Tr | $13.29M | 3.7% |
| Vanguard Specialized Funds | $10.89M | 3.1% |
| SPDR Series Trust | $10.63M | 3.0% |
| Broadcom Inc. | $8.57M | 2.4% |
| Vanguard World Fd | $7.04M | 2.0% |
| SPDR Index Shs Fds | $6.75M | 1.9% |
| Morgan Stanley | $6.05M | 1.7% |
| Apple Inc. | $6.04M | 1.7% |
| JPMorgan Chase & Co | $5.96M | 1.7% |
| Walmart Inc. | $5.92M | 1.7% |
| Parker-Hannifin Corp | $5.86M | 1.7% |
| Microsoft Corp | $5.54M | 1.6% |
| Vanguard World Fd | $5.49M | 1.5% |
| Alphabet Inc. | $5.44M | 1.5% |
| Vanguard World Fd | $4.97M | 1.4% |
| iShares Tr | $4.81M | 1.4% |
| Vanguard Scottsdale Fds | $4.79M | 1.4% |
| Nextera Energy Inc | $4.67M | 1.3% |
| Invesco Exch Traded Fd Tr II | $4.62M | 1.3% |
| Republic Services, Inc. | $4.58M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.