StockDriftsStockDriftsTop 50 Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USMV | ISHARES TR | 18.32% | 1.09M | $103.4M | -1.19%(-13.12K) | $59.97(+58.60%) | 2025-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 16.63% | 2.94M | $93.8M | -3.43%(-104.34K) | $15.94(+107.57%) | 2025-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 13.47% | 2.61M | $76.0M | -1.59%(-42.28K) | $21.59(+38.68%) | 2025-09-30 | |
| HAWX | ISHARES TR | 11.34% | 1.69M | $64.0M | -2.27%(-39.40K) | $26.85(+47.38%) | 2025-09-30 | |
| QUAL | ISHARES TR | 11.17% | 324.2K | $63.1M | -3.25%(-10.90K) | $131.73(+52.61%) | 2025-09-30 | |
| IJR | ISHARES TR | 11.11% | 527.5K | $62.7M | +0.69%(+3.61K) | $97.81(+25.89%) | 2025-09-30 | |
| ESGU | ISHARES TR | 1.45% | 56.4K | $8.2M | +0.56%(+314) | $90.95(+65.95%) | 2025-09-30 | |
| IWF | ISHARES TR | 1.4% | 16.9K | $7.9M | +0.01%(+1) | $174.95(+174.56%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 1.38% | 15.0K | $7.8M | +0.61%(+91) | $131.93(+269.68%) | 2025-09-30 | |
| AAPL | APPLE INC | 1.17% | 26.0K | $6.6M | +2.49%(+630) | $79.49(+243.94%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.09% | +73.21% | — | — | +73.21% |
| Top 20 Holdings Unweighted | +22.79% | +85.12% | — | — | +85.12% |
Financial Advisors, Llc reports $564.33M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are USMV (18.3%), SCHG (16.6%) and SCHV (13.5%). The top 20 holdings account for 93.16% of reported assets. Its disclosed equity book has returned +73.21% on a three-year cumulative basis. Figures reflect the Q3 2025 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 Financial Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1766909). View Financial Advisors, Llc’s 13F filings on SEC