13F Insight
DOSSIER · 13F-HR · Q3 2025

Financial Advisors, LLC

$564M in tracked AUM across 80 positions as of Q3 2025.

FA
CIK 0001766909 · last filed Sep 30, 2025
Total AUM
$564M
as of Q3 2025
Holdings
80
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Financial Advisors, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
USMV
ISHARES TR
$103M1.1M18.3%02
SCHG
SCHWAB STRATEGIC TR
$94M2.9M16.6%03
SCHV
SCHWAB STRATEGIC TR
$76M2.6M13.5%04
HAWX
ISHARES TR
$64M1.7M11.3%05
QUAL
ISHARES TR
$63M324K11.2%06
IJR
ISHARES TR
$63M528K11.1%07
ESGU
ISHARES TR
$8M56K1.5%08
IWF
ISHARES TR
$8M17K1.4%09
MSFT
MICROSOFT CORP
$8M15K1.4%10
AAPL
APPLE INC
$7M26K1.2%

Filing history

2025Q3Sep 30
$564M▲ 5.1%
80 positionsView →2025Q2Jun 30
$537M▲ 5.9%
78 positionsLocked2025Q1Mar 31
$507M▼ 2.8%
81 positionsLocked2024Q4Dec 31
$521M▼ 0.7%
83 positionsLocked2024Q3Sep 30
$525M▲ 7.3%
78 positionsLocked2024Q2Jun 30
$489M▲ 1.2%
74 positionsLocked2024Q1Mar 31
$483M▲ 8.3%
77 positionsLocked2023Q4Dec 31
$446M▲ 10.4%
76 positionsLocked2023Q3Sep 30
$404M▼ 3.7%
73 positionsLocked2023Q2Jun 30
$420M▲ 6.3%
79 positionsLocked2023Q1Mar 31
$395M▲ 7.9%
80 positionsLocked2022Q4Dec 31
$366M▲ 27.2%
79 positionsLocked
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