DOSSIER · 13F-HR · Q2 2026
FINANCIAL ADVISORY PARTNERS, LLC
$383M in tracked AUM across 74 positions as of Q2 2026.
FA
CIK 0001994252 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive SEC 13F Analysis: Financial Advisory Partners, LLC
1. Portfolio Overview
Financial Advisory Partners, LLC has reported a significant expansion in assets under management, with the total portfolio value growing by 103.4% from approximately $174.34M to $354.60M between the quarters ending September 30, 2025, and December 31, 2025. This doubling of assets suggests substantial net capital inflows or a strong performance of underlying assets during the quarter.
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Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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