FINANCIAL ADVISORY PARTNERS, LLC - Portfolio overview
FINANCIAL ADVISORY PARTNERS, LLC has 72 reported holdings in this dataset, with the latest filing dated 2026-05-01.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- VCIT - VANGUARD SCOTTSDALE FDS, 14.73%
- VUG - VANGUARD INDEX FDS, 9.23%
- VTV - VANGUARD INDEX FDS, 4.66%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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