§ 13F · FUND PROFILE
FINANCIAL ADVISORY PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $342M (13F)Positions · 69Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M 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 MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 644K | $53M | 15.1% | +1% |
| 2 | VUG | VANGUARD INDEX FDS | 76K | $33M | 9.4% | +9% |
| 3 | VTV | VANGUARD INDEX FDS | 86K | $17M | 4.8% | +8% |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 227K | $13M | 3.8% | +1% |
| 5 | FLOT | ISHARES TR | 263K | $13M | 3.8% | +1% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 53K | $11M | 3.2% | +8% |
| 7 | SGOV | ISHARES TR | 103K | $10M | 2.9% | −31% |
| 8 | SPHY | SPDR SERIES TRUST | 447K | $10M | 2.9% | −1% |
| 9 | AVGO | BROADCOM INC | 24K | $8M | 2.1% | −2% |
| 10 | SPDW | SPDR INDEX SHS FDS | 164K | $7M | 2.1% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
FINANCIAL ADVISORY PARTNERS, LLC is a Other fund managing $342 million in assets. The fund runs a portfolio of 69 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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed