Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
COLUMBIA ADVISORY PARTNERS LLC (CIK 1808179) reported $156.7M across 92 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QGRW ($22.8M, 14.53%), DGRW ($19.9M, 12.70%), JVAL ($8.0M, 5.10%), BUFB ($6.6M, 4.20%), WTV ($6.1M, 3.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QGRW | WISDOMTREE TR | $22.8M | 14.53% | 426,047 | Added |
| 2 | DGRW | WISDOMTREE TR | $19.9M | 12.70% | 226,430 | Trimmed |
| 3 | JVAL | J P MORGAN EXCHANGE TRADED F | $8.0M | 5.10% | 163,496 | Added |
| 4 | BUFB | INNOVATOR ETFS TRUST | $6.6M | 4.20% | 183,120 | Added |
| 5 | WTV | WISDOMTREE TR | $6.1M | 3.92% | 64,791 | New |
| 6 | XMMO | INVESCO EXCHANGE TRADED FD T | $4.6M | 2.93% | 31,616 | New |
| 7 | DGRS | WISDOMTREE TR | $4.2M | 2.66% | 78,681 | Trimmed |
| 8 | MTUM | ISHARES TR | $3.8M | 2.46% | 16,035 | Added |
| 9 | BUFF | INNOVATOR ETFS TRUST | $3.7M | 2.36% | 74,954 | Added |
| 10 | DDWM | WISDOMTREE TR | $3.6M | 2.30% | 81,835 | New |
| 11 | SFLR | INNOVATOR ETFS TRUST | $3.4M | 2.19% | 96,978 | Added |
| 12 | SHAG | WISDOMTREE TR | $3.2M | 2.02% | 66,393 | New |
| 13 | CEF | SPROTT ASSET MANAGEMENT LP | $3.1M | 2.00% | 65,766 | Trimmed |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $2.8M | 1.76% | 34,798 | New |
| 15 | IMTM | ISHARES TR | $2.7M | 1.72% | 56,271 | New |
| 16 | JMBS | JANUS DETROIT STR TR | $2.7M | 1.70% | 58,932 | New |
| 17 | SCHD | SCHWAB STRATEGIC TR | $2.6M | 1.64% | 83,531 | Trimmed |
| 18 | AVEM | AMERICAN CENTY ETF TR | $2.2M | 1.41% | 27,345 | New |
| 19 | IUSG | ISHARES TR | $2.2M | 1.41% | 14,190 | Trimmed |
| 20 | PSLV | SPROTT ASSET MANAGEMENT LP | $2.1M | 1.35% | 86,992 | Trimmed |
| 21 | USFR | WISDOMTREE TR | $2.1M | 1.31% | 40,836 | New |
| 22 | HYZD | WISDOMTREE TR | $2.0M | 1.26% | 89,514 | New |
| 23 | LQDH | ISHARES U S ETF TR | $1.7M | 1.11% | 18,784 | Trimmed |
| 24 | UCON | FIRST TR EXCHNG TRADED FD VI | $1.6M | 1.04% | 65,677 | Trimmed |
| 25 | VOE | VANGUARD INDEX FDS | $1.6M | 1.00% | 8,502 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31