Financial Advisors, LLC - Portfolio overview

Financial Advisors, LLC has 80 reported holdings in this dataset, with the latest filing dated 2025-11-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. USMV - ISHARES TR, 18.32%
2. SCHG - SCHWAB STRATEGIC TR, 16.63%
3. SCHV - SCHWAB STRATEGIC TR, 13.47%

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

Explore securities or join Upside Invest to compare portfolios.