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 PARTNERS, LLC (CIK 1994252) reported $382.7M across 74 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VCIT ($56.7M, 14.82%), VUG ($40.6M, 10.60%), VTV ($19.5M, 5.10%), FLOT ($14.4M, 3.77%), VGIT ($14.3M, 3.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $56.7M | 14.82% | 686,270 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $40.6M | 10.60% | 471,062 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $19.5M | 5.10% | 89,480 | Added |
| 4 | FLOT | ISHARES TR | $14.4M | 3.77% | 282,726 | Added |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $14.3M | 3.74% | 242,809 | Added |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $13.0M | 3.39% | 54,884 | Added |
| 7 | SPHY | SPDR SERIES TRUST | $11.1M | 2.90% | 473,062 | Added |
| 8 | VGT | VANGUARD WORLD FD | $9.6M | 2.52% | 80,673 | Added |
| 9 | AVGO | BROADCOM INC | $8.9M | 2.33% | 23,629 | Trimmed |
| 10 | SPDW | SPDR INDEX SHS FDS | $8.6M | 2.26% | 171,356 | Added |
| 11 | MS | MORGAN STANLEY | $6.8M | 1.78% | 32,640 | Trimmed |
| 12 | VDC | VANGUARD WORLD FD | $6.8M | 1.78% | 30,289 | Added |
| 13 | VIS | VANGUARD WORLD FD | $6.6M | 1.72% | 18,312 | Added |
| 14 | AAPL | APPLE INC | $6.3M | 1.64% | 21,730 | Trimmed |
| 15 | PH | PARKER-HANNIFIN CORP | $6.2M | 1.63% | 6,368 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $6.2M | 1.61% | 17,276 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $6.0M | 1.56% | 18,233 | Trimmed |
| 18 | WMT | WALMART INC | $5.7M | 1.50% | 50,642 | Trimmed |
| 19 | VB | VANGUARD INDEX FDS | $5.2M | 1.37% | 17,255 | Added |
| 20 | VCLT | VANGUARD SCOTTSDALE FDS | $5.1M | 1.33% | 67,503 | Added |
| 21 | NEE | NEXTERA ENERGY INC | $5.0M | 1.30% | 56,741 | Trimmed |
| 22 | VO | VANGUARD INDEX FDS | $4.9M | 1.28% | 60,768 | Added |
| 23 | BKLN | INVESCO EXCH TRADED FD TR II | $4.9M | 1.27% | 238,710 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $4.9M | 1.27% | 19,155 | Trimmed |
| 25 | CB | CHUBB LIMITED | $4.6M | 1.21% | 13,631 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30