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

Financial Advisory Corp

Financial Advisory's pension fund based in Boston, MA — $720M in tracked AUM across 51 positions as of Q1 2026.

FA
Financial Advisory·Boston, MA·Pension Fund
CIK 0001813369 · last filed Mar 31, 2026
Total AUM
$720M
▲ 16.2%
vs prior
Holdings
51
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Financials
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Financial Advisory Corp filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
IVV
ISHARES TR
$120M184K16.7%
02
IWP
ISHARES TR
$100M783K13.9%
03
TFLO
ISHARES TR
$76M1.5M10.5%
04
VBR
VANGUARD INDEX FDS
$62M285K8.6%
05
VEA
VANGUARD TAX-MANAGED FDS
$49M760K6.8%
06
SCZ
ISHARES TR
$46M582K6.3%
07
VTV
VANGUARD INDEX FDS
$43M219K6.0%
08
IBTG
ISHARES TR
$37M1.6M5.1%
09
IBTJ
ISHARES TR
$34M1.6M4.8%
10
IBTI
ISHARES TR
$28M1.2M3.8%

Filing history

Filing history loading…