Top 50 Frazier Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 26.69% | 80.7K | $48.2M | +7894.85%(+79.66K) | $611.19(+11.65%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 7.3% | 395.3K | $13.2M | +6.09%(+22.68K) | $32.03(+23.96%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.66% | 37.5K | $12.0M | -0.85%(-321) | $240.04(+51.94%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.08% | 16.9K | $11.0M | +1.67%(+278) | $457.23(+62.35%) | 2026-03-31 | |
| GSST | GOLDMAN SACHS ETF TR | 6.06% | 216.3K | $10.9M | +4.39%(+9.09K) | $50.48(-0.02%) | 2026-03-31 | |
| DDWM | WISDOMTREE TR | 3.37% | 138.0K | $6.1M | +0.65%(+889) | $31.97(+44.95%) | 2026-03-31 | |
| DON | WISDOMTREE TR | 2.67% | 91.8K | $4.8M | +1.01%(+917) | $43.75(+24.61%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2.47% | 17.1K | $4.5M | -0.98%(-169) | $203.73(+40.22%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.36% | 19.8K | $4.3M | -89.66%(-171.94K) | $167.86(+36.24%) | 2026-03-31 | |
| DES | WISDOMTREE TR | 2.36% | 118.7K | $4.3M | +0.19%(+229) | $30.33(+25.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.81% | +28.84% |
| Top 20 Holdings Unweighted | +4.80% | +15.10% |
Sign up free to track Frazier Financial Advisors, LLC, compare funds side by side, and get alerts the moment positions change.