§ 13F · FUND PROFILE
COLUMBIA ADVISORY PARTNERS LLC.
AUM · $181M (13F)Positions · 111Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QGRW | WISDOMTREE TR | 437K | $29M | 15.9% | +2% |
| 2 | DGRW | WISDOMTREE TR | 230K | $22M | 12.1% | +1% |
| 3 | JVAL | J P MORGAN EXCHANGE TRADED F | 165K | $10M | 5.3% | +1% |
| 4 | BUFB | INNOVATOR ETFS TRUST | 188K | $7M | 4.1% | +3% |
| 5 | WTV | WISDOMTREE TR | 67K | $7M | 3.7% | +3% |
| 6 | XMMO | INVESCO EXCHANGE TRADED FD T | 32K | $5M | 3.0% | +2% |
| 7 | MTUM | ISHARES TR | 16K | $5M | 3.0% | −1% |
| 8 | DGRS | WISDOMTREE TR | 79K | $5M | 2.6% | +1% |
| 9 | BUFF | INNOVATOR ETFS TRUST | 77K | $4M | 2.2% | +3% |
| 10 | DDWM | WISDOMTREE TR | 85K | $4M | 2.2% | +3% |
§ 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 $181 million in assets. The fund runs a portfolio of 111 positions.
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