account_balance
Investment manager · 13F filer · SEC CIK 1994252
Financial Advisory Partners, LLC
Reported value$377Mas of Sep 30, 2026
Positions75 1 new, 0 sold out
Top 10 weight51.1%VCIT alone is 13%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VCITVanguard Scottsdale FDS
13.0%Trimmed −9%
VUGVanguard Index FDS
11.3%
VTVVanguard Index FDS
5.2%
VGITVanguard Scottsdale FDS
5.1%Added +41%
FLOTiShares Tr
3.6%Trimmed −7%
VIGVanguard Specialized Funds
3.4%
VGTVanguard World Fd
2.7%
SPDWSPDR Index SHS FDS
2.4%Added +4%
SPHYSPDR Series Trust
2.3%Trimmed −20%
AVGOBroadcom Inc.
2.1%Trimmed −3%
AAPLApple Inc.
1.9%Trimmed −2%
VCLTVanguard Scottsdale FDS
1.8%Added +49%
VCITVanguard Scottsdale FDS
13.0%Trimmed −9%
VUGVanguard Index FDS
11.3%
VTVVanguard Index FDS
5.2%
VGITVanguard Scottsdale FDS
5.1%+41%
FLOTiShares Tr
3.6%
VIGVanguard Specialized Funds
3.4%
VGTVanguard World Fd
2.7%
SPDW2.4%
SPHY
AVGOAAPLVCLT
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
VCIT Vanguard Scottsdale FDS 13.0% Trimmed −9%
VUG Vanguard Index FDS 11.3% Held
VTV Vanguard Index FDS 5.2% Held
VGIT Vanguard Scottsdale FDS 5.1% Added +41%
FLOT iShares Tr 3.6% Trimmed −7%
VIG Vanguard Specialized Funds 3.4% Held
VGT Vanguard World Fd 2.7% Held
SPDW SPDR Index SHS FDS 2.4% Added +4%
SPHY SPDR Series Trust 2.3% Trimmed −20%
AVGO Broadcom Inc. 2.1% Trimmed −3%AAPL Apple Inc. 1.9% Trimmed −2%VCLT Vanguard Scottsdale FDS 1.8% Added +49%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- GLOO $344K
arrow_upwardAdded
- VCLT +49%
- VGIT +41%
- MUB +19%
- SGOV +4%
arrow_downwardTrimmed
- SPHY −20%
- PFF −9%
- VCIT −9%
- SPYM −7%
remove_circleSold out
None
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