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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.48B
$695 Million 0.2% of portfolio
8,714
Q3 2025 Reduced 1.13%
$5.45B
$530 Million 0.15% of portfolio
36,703
Q3 2025 Reduced 1.08%

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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