COLUMBIA ADVISORY PARTNERS LLC - Portfolio overview

COLUMBIA ADVISORY PARTNERS LLC has 112 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. QGRW - WISDOMTREE TR, 14.04%
2. DGRW - WISDOMTREE TR, 12.27%
3. JVAL - J P MORGAN EXCHANGE TRADED F, 4.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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