Financial Advisory Corp
All 13F Filings
- Location
- Grand Rapids, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 719,774
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
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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 |
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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.