account_balance
Investment manager · 13F filer · SEC CIK 1808179
Columbia Advisory Partners LLC
Reported value$181Mas of Sep 30, 2026
Positions100 10 new, 21 sold out
Top 10 weight56.0%QGRW alone is 16%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QGRWWisdomtree Tr
15.8%Trimmed −5%
DGRWWisdomtree Tr
11.6%Trimmed −6%
USFRWisdomtree Tr
6.2%Added +442%
JVALJ P Morgan Exchange Traded F
5.0%Trimmed −5%
BUFBInnovator Etfs Trust
4.1%Trimmed −3%
WTVWisdomtree Tr
3.6%Trimmed −4%
MTUMiShares Tr
2.6%Trimmed −5%
XMMOInvesco Exchange Traded Fd T
2.5%Trimmed −2%
DGRSWisdomtree Tr
2.3%Trimmed −5%
BUFFInnovator Etfs Trust
2.2%Trimmed −4%
DDWMWisdomtree Tr
2.1%Trimmed −3%
SFLRInnovator Etfs Trust
2.0%Trimmed −6%
QGRWWisdomtree Tr
15.8%Trimmed −5%
DGRWWisdomtree Tr
11.6%Trimmed −6%
USFRWisdomtree Tr
6.2%+442%
JVALJ P Morgan Exchange Traded F
5.0%−5%
BUFBInnovator Etfs Trust
4.1%−3%
WTVWisdomtree Tr
3.6%
MTUM2.6%
XMMO2.5%
DGRS2.3%
BUFF
DDWM
SFLR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QGRW Wisdomtree Tr 15.8% Trimmed −5%
DGRW Wisdomtree Tr 11.6% Trimmed −6%
USFR Wisdomtree Tr 6.2% Added +442%
JVAL J P Morgan Exchange Traded F 5.0% Trimmed −5%
BUFB Innovator Etfs Trust 4.1% Trimmed −3%
WTV Wisdomtree Tr 3.6% Trimmed −4%
MTUM iShares Tr 2.6% Trimmed −5%
XMMO Invesco Exchange Traded Fd T 2.5% Trimmed −2%
DGRS Wisdomtree Tr 2.3% Trimmed −5%
BUFF Innovator Etfs Trust 2.2% Trimmed −4%
DDWM Wisdomtree Tr 2.1% Trimmed −3%
SFLR Innovator Etfs Trust 2.0% Trimmed −6%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- RSP $3.34M
- SPCX $485K
- CWB $296K
- FDL $264K
arrow_upwardAdded
- USFR +442%
- MDIV +225%
- JEPI +136%
- JAAA +100%
arrow_downwardTrimmed
- USMF −24%
- LMBS −22%
- BALT −19%
- VIGI −19%
remove_circleSold out
- VCSH $2.64M
- SHAG $2.62M
- JMBS $2.61M
- HYZD $1.99M
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