What does COLUMBIA ADVISORY PARTNERS LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive 13F Filing Analysis: Columbia Advisory Partners LLC

1. Portfolio Overview

Columbia Advisory Partners LLC manages a concentrated yet actively traded portfolio with a total value of $146.77 million as of December 31, 2025. The firm executed a significant high-velocity turnover strategy during the quarter, completely reshaping the portfolio's composition. Despite holding 90 total positions, the firm executed 50 trades (18 new positions, 18 exits, and 24 adjustments)...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

QGRW

WISDOMTREE TR

$23M426K14.5%

DGRW

WISDOMTREE TR

$20M226K12.7%

JVAL

J P MORGAN EXCHANGE TRADED F

$8M163K5.1%

BUFB

INNOVATOR ETFS TRUST

$7M183K4.2%

WTV

WISDOMTREE TR

$6M65K3.9%

XMMO

INVESCO EXCHANGE TRADED FD T

$5M32K2.9%

DGRS

WISDOMTREE TR

$4M79K2.7%

MTUM

ISHARES TR

$4M16K2.5%

BUFF

INNOVATOR ETFS TRUST

$4M75K2.4%

DDWM

WISDOMTREE TR

$4M82K2.3%

Filing history

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