Financial Advisory Partners, LLC Portfolio Holdings

Financial Advisory Partners, LLC

  • $318 Billion
  • Q2 2025

Financial Advisory Partners, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $318 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $46.2B, Vanguard Growth ETF with a value of $29.5B, Vanguard Value ETF with a value of $13.3B, Vanguard Intermediate Term Tre with a value of $11.8B, and Ishares Tr Fltg Rate Nt ETF with a value of $11.6B.

Examining the 13F form we can see an increase of $19.1B in the current position value, from $299B to 318B.

Financial Advisory Partners, LLC is based out at Winter Park, FL

Below you can find more details about Financial Advisory Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $318 Billion
ETFs: $195 Billion
Technology: $29.1 Billion
Financial Services: $22.3 Billion
Industrials: $20.9 Billion
Consumer Defensive: $15.1 Billion
Healthcare: $11.8 Billion
Utilities: $9.31 Billion
Consumer Cyclical: $7.12 Billion
Other: $7.14 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.2 Billion 14.51% of portfolio
556,627
Q2 2025 Added 6.79%
$0
$29.5 Billion 9.28% of portfolio
67,336
Q2 2025 Added 1.47%
$0
$13.3 Billion 4.17% of portfolio
75,008
Q2 2025 Added 2.58%
$0
$11.8 Billion 3.71% of portfolio
197,071
Q2 2025 Added 65.85%
$0
$11.6 Billion 3.64% of portfolio
227,156
Q2 2025 Added 64.91%
$0
$10.4 Billion 3.28% of portfolio
103,689
Q2 2025 Reduced 23.01%
$0
$9.59 Billion 3.01% of portfolio
46,841
Q2 2025 Added 13.28%
$0
$9.38 Billion 2.95% of portfolio
217,415
Q2 2025 Reduced 45.77%
$113B
$8.44 Billion 2.65% of portfolio
30,616
Q2 2025 Reduced 6.48%
$0
$6.42 Billion 2.02% of portfolio
84,605
Q2 2025 Added 7.8%
$0
$6.08 Billion 1.91% of portfolio
9,161
Q2 2025 Added 1.38%
$3.77T
$6.07 Billion 1.91% of portfolio
12,210
Q2 2025 Reduced 8.46%
$642B
$5.82 Billion 1.83% of portfolio
26,610
Q2 2025 Reduced 2.3%
$0
$5.79 Billion 1.82% of portfolio
143,105
Q2 2025 Added 2.85%
$855B
$5.58 Billion 1.76% of portfolio
19,263
Q2 2025 Reduced 5.4%
$76.6B
$5.47 Billion 1.72% of portfolio
22,164
Q2 2025 Reduced 4.05%
$0
$5.17 Billion 1.62% of portfolio
23,586
Q2 2025 Added 2.01%
$0
$4.96 Billion 1.56% of portfolio
161,752
Q2 2025 Reduced 3.07%
$237B
$4.91 Billion 1.54% of portfolio
34,865
Q2 2025 Reduced 3.9%
$92.6B
$4.74 Billion 1.49% of portfolio
6,788
Q2 2025 Reduced 3.88%
$3.45T
$4.64 Billion 1.46% of portfolio
22,619
Q2 2025 Reduced 1.74%
$0
$4.46 Billion 1.4% of portfolio
15,916
Q2 2025 Added 1.89%
$575B
$4.22 Billion 1.33% of portfolio
11,876
Q2 2025 Reduced 5.94%
$149B
$4.17 Billion 1.31% of portfolio
10,548
Q2 2025 Added 0.02%
$152B
$4.14 Billion 1.3% of portfolio
59,656
Q2 2025 Reduced 1.48%
$0
$4.11 Billion 1.29% of portfolio
196,658
Q2 2025 Added 5.86%
$116B
$4.05 Billion 1.27% of portfolio
13,962
Q2 2025 Reduced 2.21%
$52.1B
$3.94 Billion 1.24% of portfolio
27,102
Q2 2025 Reduced 2.96%
$0
$3.58 Billion 1.12% of portfolio
12,786
Q2 2025 Added 2.1%
$25.1B
$3.53 Billion 1.11% of portfolio
46,641
Q2 2025 Reduced 2.05%
$0
$3.51 Billion 1.1% of portfolio
14,803
Q2 2025 Added 2.48%
$59.9B
$3.41 Billion 1.07% of portfolio
15,624
Q2 2025 Reduced 1.82%
$375B
$3.41 Billion 1.07% of portfolio
21,380
Q2 2025 Reduced 2.65%
$108B
$3.36 Billion 1.06% of portfolio
7,257
Q2 2025 Reduced 1.77%
$141B
$3.36 Billion 1.06% of portfolio
14,616
Q2 2025 Reduced 1.68%
$40.6B
$3.3 Billion 1.04% of portfolio
43,523
Q2 2025 Reduced 4.25%
$141B
$3.27 Billion 1.03% of portfolio
14,736
Q2 2025 Reduced 1.35%
$39.2B
$3.27 Billion 1.03% of portfolio
25,796
Q2 2025 Reduced 0.44%
$122B
$3.25 Billion 1.02% of portfolio
37,297
Q2 2025 Reduced 1.1%
$294B
$2.91 Billion 0.91% of portfolio
20,289
Q2 2025 Added 6.43%
$439B
$2.79 Billion 0.88% of portfolio
18,273
Q2 2025 Reduced 1.96%
$201B
$2.44 Billion 0.77% of portfolio
18,454
Q2 2025 Added 0.17%
$19.2B
$2.33 Billion 0.73% of portfolio
12,363
Q2 2025 Reduced 1.53%
$452B
$2.3 Billion 0.72% of portfolio
21,369
Q2 2025 Reduced 1.59%
$0
$2.07 Billion 0.65% of portfolio
28,523
Q2 2025 Added 6.38%
$15.3B
$1.93 Billion 0.61% of portfolio
26,811
Q2 2025 Reduced 0.58%
$207B
$1.61 Billion 0.51% of portfolio
20,339
Q2 2025 Reduced 3.95%
$0
$1.62 Billion 0.51% of portfolio
47,077
Q2 2025 Added 10.7%
$0
$1.56 Billion 0.49% of portfolio
31,204
Q2 2025 Added 10.0%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $318 Billion
  • Prior Value $299 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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