FINANCIAL ADVISORY PARTNERS, LLC - Portfolio Stock Holdings
FINANCIAL ADVISORY PARTNERS, LLC disclosed 75 stock positions in a recent SEC 13F filing. $377,093,107 of stock holdings were filed, with the largest holdings including VCIT, VUG, and VTV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $377,812,445 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
75Est. Stock Holding Value:
$377,093,107Top Stock Holdings By Sector
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Portfolio Stock Holdings - FINANCIAL ADVISORY PARTNERS, LLC
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Holdings (Shares)
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% of Portfolio
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