§ 13F · FUND PROFILE
COLUMBIA ADVISORY PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132.1T (13F)Positions · 80Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QGRW | WISDOMTREE TR | 403K | $23.6T | 16.1% | +11% |
| 2 | DGRW | WISDOMTREE TR | 263K | $23.5T | 16.0% | −1% |
| 3 | JVAL | J P MORGAN EXCHANGE TRADED F | 163K | $8.0T | 5.5% | −1% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 277K | $7.6T | 5.2% | −23% |
| 5 | USMF | WISDOMTREE TR | 128K | $6.6T | 4.5% | −20% |
| 6 | VOE | VANGUARD INDEX FDS | 34K | $6.1T | 4.2% | −6% |
| 7 | BUFB | INNOVATOR ETFS TRUST | 142K | $5.2T | 3.5% | +87% |
| 8 | MTUM | ISHARES TR | 16K | $4.0T | 2.7% | −1% |
| 9 | DGRS | WISDOMTREE TR | 79K | $3.9T | 2.7% | +1% |
| 10 | CEF | SPROTT ASSET MANAGEMENT LP | 85K | $3.9T | 2.7% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COLUMBIA SIGNAL
AC read
COLUMBIA ADVISORY PARTNERS LLC is a Other fund managing $132109.4 trillion in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed