Financial Advisory Corp
All 13F Filings
- Location
- Grand Rapids, MI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 783,979
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 54 | 783,979 | 13F-HR | Financial Advisory Corp |
| Q2 2026 | 7/9/2026 | 58 | 754,169 | 13F-HR | Financial Advisory Corp |
| 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 | 10.39 K | 1.5% | 0 | 241 | -241 |
| ETFs | 524.1 K | 74.1% | 0 | 4.081 K | -4.081 K |
| Debt | 172.9 K | 24.4% | 37.98 K | 0 | 37.98 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
783,979
Holdings
54
QoQ value change ($000)
29,810
(4.0%)
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.