FINANCIAL ADVISORY PARTNERS, LLC
All 13F Filings
- Location
- Winter Park, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 353,641
- 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 | 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 | 133.6 K | 37.8% | 0 | 112.6 K | -112.6 K |
| ETFs | 206.7 K | 58.4% | 111.6 K | 0 | 111.6 K |
| Debt | 13.38 K | 3.8% | 91 | 0 | 91 |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
353,641
Holdings
66
QoQ value change ($000)
-954
(-0.3%)
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.