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Filers›Family Office›Financial Advisors, LLC
DOSSIER · 13F-HR · Q3 2025

Financial Advisors, LLC

Financial's family office based in Omaha, NE — $564M in tracked AUM across 80 positions as of Q3 2025.

F
Financial·Omaha, NE·Family Office
CIK 0001766909 · last filed Sep 30, 2025
Total AUM
$564M
▼ 19.5%
vs prior
Holdings
80
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q3 2025 · 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

Filing history loading…
AI Agent · grounded in Financial
haiku-4-5 · 80 positions indexed
Sector mix
  • Tech25%
  • Financials9%
  • Cons. Disc.15%
  • Industrials38%
  • Energy5%
  • Other8%
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