§ 13F · FUND PROFILE
Financial Advisors, LLC.
AUM · $564M (13F)Positions · 80Turnover · n/a · Q3Filed · Nov 7, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$898K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 7, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | USMV | ISHARES TR | 1.09M | $103M | 18.3% | −1% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 2.94M | $94M | 16.6% | −3% |
| 3 | SCHV | SCHWAB STRATEGIC TR | 2.61M | $76M | 13.5% | −2% |
| 4 | HAWX | ISHARES TR | 1.69M | $64M | 11.3% | −2% |
| 5 | QUAL | ISHARES TR | 324K | $63M | 11.2% | −3% |
| 6 | IJR | ISHARES TR | 528K | $63M | 11.1% | +1% |
| 7 | ESGU | ISHARES TR | 56K | $8M | 1.5% | +1% |
| 8 | IWF | ISHARES TR | 17K | $8M | 1.4% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 15K | $8M | 1.4% | +1% |
| 10 | AAPL | APPLE INC | 26K | $7M | 1.2% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Advisors, LLC is a Other fund managing $564 million in assets. The fund runs a portfolio of 80 positions.
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