StockDriftsStockDriftsTop 50 Financial Advisory Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 13.03% | 627.3K | $49.1M | -8.59%(-58.98K) | $84.48(-6.17%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 11.33% | 474.0K | $42.7M | +0.63%(+2.96K) | $54.88(+58.32%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 5.18% | 90.4K | $19.5M | +1.03%(+926) | $154.00(+46.26%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.14% | 342.3K | $19.4M | +40.96%(+99.45K) | $59.50(-3.52%) | 2026-09-30 | |
| FLOT | ISHARES TR | 3.55% | 262.4K | $13.4M | -7.19%(-20.32K) | $50.96(+0.06%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.42% | 55.3K | $12.9M | +0.77%(+425) | $180.53(+34.75%) | 2026-09-30 | |
| VGT | VANGUARD WORLD FD | 2.68% | 80.4K | $10.1M | -0.32%(-257) | $58.59(+103.60%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.37% | 177.8K | $8.9M | +3.78%(+6.48K) | $37.16(+32.01%) | 2026-09-30 | |
| SPHY | SPDR SERIES TRUST | 2.25% | 376.4K | $8.5M | -20.43%(-96.66K) | $23.83(-5.63%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.13% | 22.8K | $8.0M | -3.36%(-794) | $60.03(+438.65%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.67% | +43.01% | — | — | +11.91% |
| Top 20 Holdings Unweighted | +15.28% | +53.19% | — | — | +15.51% |
Financial Advisory Partners LLC reports $377.09M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (13.0%), VUG (11.3%) and VTV (5.2%). The top 20 holdings account for 67.37% of reported assets. Its disclosed equity book has returned +43.01% on a three-year cumulative basis. Figures reflect the Q3 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