Columbia Advisory Partners LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $111 Million distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $22.2M, Schwab Strategic Tr Us Dividen with a value of $9.58M, Wisdomtree Tr Us Multifactor F with a value of $8.28M, J P Morgan ETF Tr U S Value Fa with a value of $7.34M, and Vanguard Mid Cap Value Index F with a value of $6.21M.
Examining the 13F form we can see an increase of $11.3M in the current position value, from $100M to 111M.
Below you can find more details about Columbia Advisory Partners LLC portfolio as well as his latest detailed transactions.