StockDriftsStockDriftsTop 50 Financial Advisory Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 14.82% | 686.3K | $56.7M | +6.52%(+41.98K) | $84.48(-3.94%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 10.6% | 471.1K | $40.6M | +2.70%(+12.40K) | $54.67(+63.12%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 5.1% | 89.5K | $19.5M | +4.10%(+3.53K) | $153.34(+48.37%) | 2026-06-30 | |
| FLOT | ISHARES TR | 3.77% | 282.7K | $14.4M | +7.64%(+20.08K) | $50.96(+0.02%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.74% | 242.8K | $14.3M | +7.18%(+16.27K) | $60.19(-3.00%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.39% | 54.9K | $13.0M | +3.02%(+1.61K) | $180.11(+36.06%) | 2026-06-30 | |
| SPHY | SPDR SERIES TRUST | 2.9% | 473.1K | $11.1M | +5.92%(+26.44K) | $23.83(-2.25%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 2.52% | 80.7K | $9.6M | +1.14%(+913) | $58.59(+109.22%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.33% | 23.6K | $8.9M | -3.00%(-730) | $60.03(+555.88%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.26% | 171.4K | $8.6M | +4.42%(+7.26K) | $36.68(+42.31%) | 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 | +11.45% | +38.44% | — | — | +14.05% |
| Top 20 Holdings Unweighted | +13.79% | +47.32% | — | — | +18.49% |
Financial Advisory Partners LLC reports $382.70M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (14.8%), VUG (10.6%) and VTV (5.1%). The top 20 holdings account for 67.35% of reported assets. Its disclosed equity book has returned +38.44% 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 Financial Advisory Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1994252). View Financial Advisory Partners LLC’s 13F filings on SEC