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 $353.6M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCIT ($53.3M, 15.08%), VUG ($33.4M, 9.44%), VTV ($16.9M, 4.77%), VGIT ($13.5M, 3.81%), FLOT ($13.4M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $53.3M | 15.08% | 644,294 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $33.4M | 9.44% | 76,443 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $16.9M | 4.77% | 85,952 | Added |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $13.5M | 3.81% | 226,539 | Added |
| 5 | FLOT | ISHARES TR | $13.4M | 3.78% | 262,648 | Added |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $11.5M | 3.24% | 53,277 | Added |
| 7 | SPHY | SPDR SERIES TRUST | $10.4M | 2.95% | 446,622 | Trimmed |
| 8 | SGOV | ISHARES TR | $10.4M | 2.95% | 103,477 | Trimmed |
| 9 | AVGO | BROADCOM INC | $7.5M | 2.13% | 24,359 | Trimmed |
| 10 | SPDW | SPDR INDEX SHS FDS | $7.5M | 2.12% | 164,096 | Added |
| 11 | VGT | VANGUARD WORLD FD | $7.0M | 1.97% | 9,970 | Added |
| 12 | WMT | WALMART INC | $6.4M | 1.81% | 51,450 | Trimmed |
| 13 | VDC | VANGUARD WORLD FD | $6.3M | 1.79% | 28,244 | Added |
| 14 | PH | PARKER-HANNIFIN CORP | $5.8M | 1.63% | 6,451 | Trimmed |
| 15 | AAPL | APPLE INC | $5.6M | 1.58% | 21,999 | Trimmed |
| 16 | VIS | VANGUARD WORLD FD | $5.5M | 1.57% | 17,750 | Added |
| 17 | MS | MORGAN STANLEY | $5.5M | 1.55% | 33,414 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $5.4M | 1.53% | 18,443 | Trimmed |
| 19 | NEE | NEXTERA ENERGY INC | $5.3M | 1.51% | 57,381 | Trimmed |
| 20 | GOOGL | ALPHABET INC | $5.0M | 1.41% | 17,388 | Added |
| 21 | RSG | REPUBLIC SVCS INC | $4.8M | 1.35% | 21,762 | Added |
| 22 | VCLT | VANGUARD SCOTTSDALE FDS | $4.7M | 1.33% | 62,783 | Trimmed |
| 23 | SRE | SEMPRA | $4.7M | 1.33% | 48,458 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $4.7M | 1.32% | 19,168 | Trimmed |
| 25 | PFF | ISHARES TR | $4.5M | 1.28% | 149,476 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31