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.

Portfolio value $111 Million
ETFs: $90.7 Million
Financial Services: $9.26 Million
Technology: $4.09 Million
Consumer Defensive: $2.08 Million
Consumer Cyclical: $1.9 Million
Industrials: $900,000
Communication Services: $731,000
Energy: $473,000
Other: $728,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $111 Million
  • Prior Value $100 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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