13F Insight
DOSSIER · 13F-HR · Q1 2026

COLUMBIA ADVISORY PARTNERS LLC

$157M in tracked AUM across 92 positions as of Q1 2026.

CA
CIK 0001808179 · last filed Mar 31, 2026
Total AUM
$157M
as of Q1 2026
Holdings
92
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · 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)...

The portfolio experienced substantial growth, increasing in value by 34.9% (from $108.79M to $146.77M). While a portion of this appreciation is likely due to market movements, the massive influx of capital into new positions—totaling over $25 million in new top-10 holdings alone—suggests active capital deployment contributed significantly to the asset base expansion.

2. Key Holdings

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
01
QGRW
WISDOMTREE TR
$23M426K14.5%02
DGRW
WISDOMTREE TR
$20M226K12.7%03
JVAL
J P MORGAN EXCHANGE TRADED F
$8M163K5.1%04
BUFB
INNOVATOR ETFS TRUST
$7M183K4.2%05
WTV
WISDOMTREE TR
$6M65K3.9%06
XMMO
INVESCO EXCHANGE TRADED FD T
$5M32K2.9%07
DGRS
WISDOMTREE TR
$4M79K2.7%08
MTUM
ISHARES TR
$4M16K2.5%09
BUFF
INNOVATOR ETFS TRUST
$4M75K2.4%10
DDWM
WISDOMTREE TR
$4M82K2.3%

Filing history

2026Q1Mar 31
$157M▲ 6.7%
92 positionsView →2025Q4Dec 31
$147M▲ 34.9%
90 positionsView →2025Q3Sep 30
$109M▼ 17.7%
57 positionsView →2025Q2Jun 30
$132M▲ 57.2%
80 positionsLocked2025Q1Mar 31
$84M▼ 21.8%
48 positionsLocked2024Q4Dec 31
$108M▲ 1.9%
64 positionsLocked2024Q3Sep 30
$106M▲ 3.0%
58 positionsLocked2024Q2Jun 30
$102M▲ 3.8%
53 positionsLocked2024Q1Mar 31
$99M▲ 1.4%
51 positionsLocked2023Q4Dec 31
$97M▲ 6.0%
63 positionsLocked2023Q3Sep 30
$92M▼ 1.9%
67 positionsLocked2023Q2Jun 30
$94M▼ 11.8%
58 positionsLocked
Showing 12 of 18