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

  1. VCIT - VANGUARD SCOTTSDALE FDS, 14.73%
  2. VUG - VANGUARD INDEX FDS, 9.23%
  3. 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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