§ 13F · FUND PROFILE
COLUMBIA ADVISORY PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $145M (13F)Positions · 90Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QGRW | WISDOMTREE TR | 426K | $23M | 14.5% | +6% |
| 2 | DGRW | WISDOMTREE TR | 226K | $20M | 12.7% | −14% |
| 3 | JVAL | J P MORGAN EXCHANGE TRADED F | 163K | $8M | 5.1% | ±0% |
| 4 | BUFB | INNOVATOR ETFS TRUST | 183K | $7M | 4.2% | +29% |
| 5 | WTV | WISDOMTREE TR | 65K | $6M | 3.9% | NEW |
| 6 | XMMO | INVESCO EXCHANGE TRADED FD T | 32K | $5M | 2.9% | NEW |
| 7 | DGRS | WISDOMTREE TR | 79K | $4M | 2.7% | −1% |
| 8 | MTUM | ISHARES TR | 16K | $4M | 2.5% | +1% |
| 9 | BUFF | INNOVATOR ETFS TRUST | 75K | $4M | 2.4% | +36% |
| 10 | DDWM | WISDOMTREE TR | 82K | $4M | 2.3% | NEW |
§ 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 $145 million in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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