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
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Founded
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Chairman
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CEO
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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.