COLUMBIA ADVISORY PARTNERS LLC
All 13F Filings
- Location
- Spokane, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 181,312
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 111 | 181,312 | 13F-HR | COLUMBIA ADVISORY PARTNERS LLC |
| Q1 2026 | 4/23/2026 | 92 | 156,654 | 13F-HR | COLUMBIA ADVISORY PARTNERS LLC |
| Q4 2025 | 1/22/2026 | 90 | 146,772 | 13F-HR | COLUMBIA ADVISORY PARTNERS LLC |
| Q3 2025 | 10/24/2025 | 90 | 144,600 | 13F-HR | COLUMBIA ADVISORY PARTNERS LLC |
| Q2 2025 | 7/24/2025 | 80 | 132,109 | 13F-HR | COLUMBIA ADVISORY PARTNERS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 119.6 K | 66.7% | 11.11 K | 0 | 11.11 K |
| ETFs | 59.19 K | 33.0% | 13 K | 0 | 13 K |
| Debt | 600 | 0.3% | 323 | 0 | 323 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
181,312
Holdings
111
QoQ value change ($000)
24,658
(15.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.