Financial Advisory Corp

All 13F Filings

Location
Grand Rapids, MI
Most recent 13F
Q1 2026
Holdings value ($000)
719,774
Description
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
Q1 2026 4/10/2026 51 719,774 13F-HR Financial Advisory Corp
Q4 2025 1/27/2026 51 687,616 13F-HR Financial Advisory Corp
Q3 2025 10/8/2025 52 679,206 13F-HR Financial Advisory Corp
Q2 2025 7/11/2025 55 651,922 13F-HR Financial Advisory Corp
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 9.162 K 1.4% 0 92.47 K -92.47 K
ETFs 505.3 K 78.5% 84.87 K 0 84.87 K
Debt 129.6 K 20.1% 44.52 K 0 44.52 K
Swipe for more columns

Fund Snapshot

Q1 2026
Latest filed
4/10/2026
Total value ($000)
719,774
Holdings
51
QoQ value change ($000)
32,158 (4.7%)
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.