account_balance

Investment manager · 13F filer · SEC CIK 1813369

Financial Advisory Corp

Reported value$784Mas of Sep 30, 2026

Positions54 0 new, 4 sold out

Top 10 weight78.6%IVV alone is 17%

FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

17.4%

IWPiShares Tr

13.3%

TFLOiShares Tr

9.8%Trimmed −5%

VBRVanguard Index FDS

7.7%

VEAVanguard Tax-Managed FDS

6.2%

SCZiShares Tr

5.9%

VTVVanguard Index FDS

5.0%

IBTGiShares Tr

4.6%

IBTJiShares Tr

4.5%Added +3%

IBTKiShares Tr

4.3%+11343%

IBTHiShares Tr

4.1%+7%

IBTIiShares Tr

4.0%+6%

IVViShares Tr

17.4%

IWPiShares Tr

13.3%

TFLOiShares Tr

9.8%

VBRVanguard Index FDS

7.7%

VEAVanguard Tax-Managed FDS

6.2%

SCZiShares Tr

5.9%

VTVVanguard Index FDS

5.0%

IBTGiShares Tr

4.6%

IBTJ4.5%

IBTK4.3%

IBTH4.1%

IBTI4.0%

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

IVV iShares Tr 17.4% Held

IWP iShares Tr 13.3% Held

TFLO iShares Tr 9.8% Trimmed −5%

VBR Vanguard Index FDS 7.7% Held

VEA Vanguard Tax-Managed FDS 6.2% Held

SCZ iShares Tr 5.9% Held

VTV Vanguard Index FDS 5.0% Held

IBTG iShares Tr 4.6% Held

IBTJ iShares Tr 4.5% Added +3%

IBTK iShares Tr 4.3% Added +11343%

IBTH iShares Tr 4.1% Added +7%

IBTI iShares Tr 4.0% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 9, 2026 filing

add_circleNew

None

arrow_upwardAdded

IBTK +11343%
IBTH +7%
IBTI +6%
IBTJ +3%

arrow_downwardTrimmed

TFLO −5%
IXC −3%
CATH −3%
VEU −2%

remove_circleSold out

CAT $234K
MDY $209K
MMM $206K
IJK $205K

Financial Advisory Corp

Where the money is

Biggest moves since Jun 30, 2026

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