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.
Financial Advisory Corp (CIK 1813369) reported $719.8M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($120.0M, 16.68%), IWP ($100.3M, 13.94%), TFLO ($75.7M, 10.51%), VBR ($61.8M, 8.59%), VEA ($48.7M, 6.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $120.0M | 16.68% | 183,780 | Trimmed |
| 2 | IWP | ISHARES TR | $100.3M | 13.94% | 783,005 | Added |
| 3 | TFLO | ISHARES TR | $75.7M | 10.51% | 1.5M | Trimmed |
| 4 | VBR | VANGUARD INDEX FDS | $61.8M | 8.59% | 284,691 | Trimmed |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $48.7M | 6.77% | 760,053 | Trimmed |
| 6 | SCZ | ISHARES TR | $45.6M | 6.34% | 581,867 | Trimmed |
| 7 | VTV | VANGUARD INDEX FDS | $42.9M | 5.96% | 218,776 | Added |
| 8 | IBTG | ISHARES TR | $36.7M | 5.10% | 1.6M | Trimmed |
| 9 | IBTJ | ISHARES TR | $34.3M | 4.77% | 1.6M | Added |
| 10 | IBTI | ISHARES TR | $27.5M | 3.82% | 1.2M | Added |
| 11 | IBTH | ISHARES TR | $27.0M | 3.76% | 1.2M | Added |
| 12 | XLV | SELECT SECTOR SPDR TR | $25.5M | 3.54% | 173,855 | Added |
| 13 | IYR | ISHARES TR | $14.2M | 1.97% | 150,315 | Added |
| 14 | IXC | ISHARES TR | $12.8M | 1.78% | 222,454 | Trimmed |
| 15 | VNQ | VANGUARD INDEX FDS | $12.5M | 1.74% | 141,434 | Added |
| 16 | VTWV | VANGUARD SCOTTSDALE FDS | $8.4M | 1.17% | 50,282 | Trimmed |
| 17 | VEU | VANGUARD INTL EQUITY INDEX F | $3.1M | 0.43% | 41,391 | Added |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $2.3M | 0.32% | 43,028 | Hold |
| 19 | CATH | GLOBAL X FDS | $2.1M | 0.29% | 26,498 | Added |
| 20 | FXH | FIRST TR EXCHANGE-TRADED FD | $2.1M | 0.29% | 18,971 | Trimmed |
| 21 | AAPL | APPLE INC | $2.0M | 0.27% | 7,793 | Hold |
| 22 | RSP | INVESCO EXCHANGE TRADED FD T | $1.2M | 0.17% | 6,453 | Hold |
| 23 | TPLC | TIMOTHY PLAN | $1.1M | 0.16% | 24,674 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $1.1M | 0.16% | 1,735 | Trimmed |
| 25 | ISMD | NORTHERN LTS FD TR IV | $863,733 | 0.12% | 21,610 | Added |
Source: SEC Form 13F filings · as of 2026-03-31