FINANCIAL ADVISORY PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, FINANCIAL ADVISORY PARTNERS, LLC held in its portfolio 63 assets valued at $354,595,281 (i.e. $354.60M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($53.59M), VANGUARD INDEX FDS ($34.17M), and VANGUARD INDEX FDS ($15.22M).
The chart below shows the top 10 valuable assets, and the table below shows the top 63 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
FINANCIAL ADVISORY PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 639920 | 53593300 | INT-TERM CORP |
| VANGUARD INDEX FDS | 70041 | 34170202 | GROWTH ETF |
| VANGUARD INDEX FDS | 79678 | 15217701 | VALUE ETF |
| ISHARES TR | 150672 | 15124455 | 0-3 MNTH TREASRY |
| SPDR SERIES TRUST | 494530 | 13437927 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 223577 | 13398970 | INTER TERM TREAS |
| ISHARES TR | 261316 | 13290532 | FLTG RATE NT ETF |
| VANGUARD SPECIALIZED FUNDS | 49557 | 10891637 | DIV APP ETF |
| BROADCOM INC | 24749 | 8565629 | COM |
| VANGUARD WORLD FD | 9333 | 7035029 | INF TECH ETF |
| SPDR INDEX SHS FDS | 152003 | 6750453 | PORTFOLIO DEVLPD |
| MORGAN STANLEY | 34063 | 6047204 | COM NEW |
| APPLE INC | 22208 | 6037467 | COM |
| JPMORGAN CHASE & CO. | 18505 | 5962681 | COM |
| WALMART INC | 53124 | 5918545 | COM |
| PARKER-HANNIFIN CORP | 6668 | 5860905 | COM |
| MICROSOFT CORP | 11455 | 5539867 | COM |
| VANGUARD WORLD FD | 25983 | 5488649 | CONSUM STP ETF |
| ALPHABET INC | 17383 | 5440879 | CAP STK CL A |
| VANGUARD WORLD FD | 16649 | 4967729 | INDUSTRIAL ETF |
| ISHARES TR | 155211 | 4805333 | PFD AND INCM SEC |
| VANGUARD SCOTTSDALE FDS | 63214 | 4794782 | LG-TERM COR BD |
| NEXTERA ENERGY INC | 58200 | 4672338 | COM |
| INVESCO EXCH TRADED FD TR II | 220045 | 4620948 | SR LN ETF |
| REPUBLIC SVCS INC | 21603 | 4578324 | COM |
| SEMPRA | 48783 | 4307085 | COM |
| CHUBB LIMITED | 13798 | 4306632 | COM |
| VISA INC | 11585 | 4062975 | COM CL A |
| JOHNSON & JOHNSON | 19337 | 4001792 | COM |
| VANGUARD INDEX FDS | 15498 | 3997709 | SMALL CP ETF |
| VANGUARD INDEX FDS | 13481 | 3912456 | MID CAP ETF |
| HARTFORD INSURANCE GROUP INC | 27379 | 3772826 | COM |
| UNION PAC CORP | 16087 | 3721245 | COM |
| STRYKER CORPORATION | 10394 | 3653179 | COM |
| MEDTRONIC PLC | 37033 | 3557390 | SHS |
| LOWES COS INC | 14743 | 3555422 | COM |
| LOCKHEED MARTIN CORP | 7196 | 3480489 | COM |
| PROCTER AND GAMBLE CO | 23613 | 3384052 | COM |
| NXP SEMICONDUCTORS N V | 15455 | 3354662 | COM |
| ORACLE CORP | 17141 | 3340952 | COM |
| SYSCO CORP | 42024 | 3096749 | COM |
| PAYCHEX INC | 26857 | 3012818 | COM |
| CHEVRON CORP NEW | 19171 | 2921852 | COM |
| EXXON MOBIL CORP | 22788 | 2742308 | COM |
| PEPSICO INC | 18391 | 2639598 | COM |
| PACKAGING CORP AMER | 12475 | 2572719 | COM |
| MERCK & CO INC | 19673 | 2070780 | COM |
| ISHARES TR | 48012 | 1894073 | INTL SEL DIV ETF |
| VANGUARD WORLD FD | 5830 | 1678166 | HEALTH CAR ETF |
| WISDOMTREE TR | 32183 | 1660643 | US MIDCAP DIVID |
| WISDOMTREE TR | 49605 | 1659287 | US SMALLCAP DIVD |
| VANGUARD INDEX FDS | 1430 | 896796 | S&P 500 ETF SHS |
| V F CORP | 35503 | 641894 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 7453 | 598517 | COM |
| COSTCO WHSL CORP NEW | 630 | 543274 | COM |
| KONTOOR BRANDS INC | 8414 | 514011 | COM |
| WEC ENERGY GROUP INC | 4861 | 512641 | COM |
| CONSOLIDATED EDISON INC | 4852 | 481950 | COM |
| NVIDIA CORPORATION | 2340 | 436410 | COM |
| AMAZON COM INC | 1725 | 398165 | COM |
| SPDR INDEX SHS FDS | 10153 | 397490 | S&P EM MKT DIV |
| MASTERCARD INCORPORATED | 550 | 313984 | CL A |
| ISHARES TR | 2715 | 290804 | NATIONAL MUN ETF |
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