FINANCIAL ADVISORY PARTNERS, LLC
All 13F Filings
- Location
- Winter Park, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 382,703
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 74 | 382,703 | 13F-HR | FINANCIAL ADVISORY PARTNERS, LLC |
| Q1 2026 | 5/1/2026 | 66 | 353,641 | 13F-HR | FINANCIAL ADVISORY PARTNERS, LLC |
| Q4 2025 | 1/23/2026 | 66 | 354,595 | 13F-HR | FINANCIAL ADVISORY PARTNERS, LLC |
| Q3 2025 | 10/23/2025 | 69 | 342,359 | 13F-HR | FINANCIAL ADVISORY PARTNERS, LLC |
| Q2 2025 | 7/14/2025 | 66 | 318,045 | 13F-HR | FINANCIAL ADVISORY PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 141.8 K | 37.1% | 8.217 K | 0 | 8.217 K |
| ETFs | 226.5 K | 59.2% | 19.8 K | 0 | 19.8 K |
| Debt | 14.43 K | 3.8% | 1.051 K | 0 | 1.051 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
382,703
Holdings
74
QoQ value change ($000)
29,062
(8.2%)
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.