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 Market Cap. of $300 Millions to $2 Billions

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

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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