StockDriftsStockDriftsTop 50 Columbia Advisory Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QGRW | WISDOMTREE TR | 15.9% | 436.6K | $28.8M | +2.49%(+10.59K) | $49.17(+38.67%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 12.11% | 229.6K | $22.0M | +1.41%(+3.20K) | $81.87(+22.50%) | 2026-06-30 | |
| JVAL | J P MORGAN EXCHANGE TRADED F | 5.35% | 165.3K | $9.7M | +1.13%(+1.84K) | $43.16(+38.95%) | 2026-06-30 | |
| BUFB | INNOVATOR ETFS TRUST | 4.08% | 188.2K | $7.4M | +2.77%(+5.07K) | $35.28(+13.81%) | 2026-06-30 | |
| WTV | WISDOMTREE TR | 3.74% | 66.6K | $6.8M | +2.76%(+1.79K) | $94.11(+13.89%) | 2026-06-30 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 3.03% | 32.2K | $5.5M | +1.97%(+622) | $107.69(+51.04%) | 2026-06-30 | |
| MTUM | ISHARES TR | 3% | 15.9K | $5.4M | -0.95%(-152) | $196.45(+57.15%) | 2026-06-30 | |
| DGRS | WISDOMTREE TR | 2.6% | 79.5K | $4.7M | +1.02%(+801) | $49.89(+22.68%) | 2026-06-30 | |
| BUFF | INNOVATOR ETFS TRUST | 2.24% | 76.9K | $4.1M | +2.64%(+1.98K) | $48.52(+10.48%) | 2026-06-30 | |
| DDWM | WISDOMTREE TR | 2.16% | 84.7K | $3.9M | +3.46%(+2.83K) | $43.85(+8.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.61% | +50.54% | — | — | +32.82% |
| Top 20 Holdings Unweighted | +14.16% | +48.78% | — | — | +32.31% |
Columbia Advisory Partners LLC reports $181.31M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are QGRW (15.9%), DGRW (12.1%) and JVAL (5.3%). The top 20 holdings account for 70.07% of reported assets. Its disclosed equity book has returned +50.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Columbia Advisory Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1808179). View Columbia Advisory Partners LLC’s 13F filings on SEC