Financial Advisory Partners, LLC Portfolio Holdings

Financial Advisory Partners, LLC

  • $342 Billion
  • Q3 2025

Financial Advisory Partners, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $342 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $49.3B, Vanguard Growth ETF with a value of $33.5B, Vanguard Value ETF with a value of $14.6B, Ishares Trishares 0 3 Mnth Tre with a value of $12.7B, and Vanguard Intermediate Term Tre with a value of $12.2B.

Examining the 13F form we can see an increase of $24.3B in the current position value, from $318B to 342B.

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 $342 Billion
ETFs: $210 Billion
Technology: $30.3 Billion
Financial Services: $23.6 Billion
Industrials: $21 Billion
Consumer Defensive: $15.9 Billion
Healthcare: $12.9 Billion
Utilities: $10.5 Billion
Consumer Cyclical: $8.08 Billion
Other: $9.83 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$49.3 Billion 14.41% of portfolio
586,438
Q3 2025 Added 5.36%
$0
$33.5 Billion 9.78% of portfolio
69,786
Q3 2025 Added 3.64%
$0
$14.6 Billion 4.26% of portfolio
78,279
Q3 2025 Added 4.36%
$0
$12.7 Billion 3.7% of portfolio
125,874
Q3 2025 Added 21.4%
$0
$12.2 Billion 3.56% of portfolio
202,763
Q3 2025 Added 2.89%
$0
$12 Billion 3.49% of portfolio
234,114
Q3 2025 Added 3.06%
$0
$10.7 Billion 3.12% of portfolio
49,529
Q3 2025 Added 5.74%
$0
$9.94 Billion 2.9% of portfolio
415,373
Q3 2025 New
$0
$6.96 Billion 2.03% of portfolio
9,319
Q3 2025 Added 1.72%
$0
$6.35 Billion 1.86% of portfolio
148,446
Q3 2025 Added 3.73%
$0
$5.37 Billion 1.57% of portfolio
25,143
Q3 2025 Added 6.6%
$0
$4.99 Billion 1.46% of portfolio
157,886
Q3 2025 Reduced 2.39%
$0
$4.87 Billion 1.42% of portfolio
16,442
Q3 2025 Added 3.3%
$0
$4.57 Billion 1.33% of portfolio
58,854
Q3 2025 Reduced 30.44%
$0
$4.15 Billion 1.21% of portfolio
198,456
Q3 2025 Added 0.91%
$0
$3.89 Billion 1.14% of portfolio
15,316
Q3 2025 Added 3.47%
$0
$2.14 Billion 0.63% of portfolio
27,343
Q3 2025 Reduced 4.14%
$0
$1.76 Billion 0.51% of portfolio
48,227
Q3 2025 Added 2.44%
$0
$1.67 Billion 0.49% of portfolio
32,002
Q3 2025 Added 2.56%
$0
$1.65 Billion 0.48% of portfolio
49,034
Q3 2025 Added 2.5%
$0
$1.51 Billion 0.44% of portfolio
5,830
Q4 2021 New
$0
$879 Million 0.26% of portfolio
1,436
Q3 2025 Added 160.62%
$0
$391 Million 0.11% of portfolio
10,063
Q3 2025 Added 2.35%
$0
$259 Million 0.08% of portfolio
7,646
Q3 2025 Added 1.14%
$0
$221 Million 0.06% of portfolio
8,554
Q3 2025 Reduced 13.3%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $342 Billion
  • Prior Value $318 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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