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Columbia Advisory Partners

Latest statistics and disclosures from Columbia Advisory Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are QGRW, DGRW, JVAL, SCHD, USMF, and represent 47.23% of Columbia Advisory Partners's stock portfolio.
Added to shares of these 10 stocks: BUFB, QGRW, BUFF, SFLR, IEF, BITB, EMLC, VOO, VMBS, BALT.
Started 10 new stock positions in BITB, VMBS, ETHW, RTX, EMLC, VOO, IJH, CLF, AGQ, IEF.
Reduced shares in these 10 stocks: SCHD, USMF, LQDH, PHYS, JEPI, VOE, , PSLV, SCHA, CEF.
Sold out of its positions in ADAPY, KNG, DMAR, GBIL, HYG, SGOV, KTOS, SCHA, VPU, VGLT.
Columbia Advisory Partners was a net seller of stock by $-1.2M.
Columbia Advisory Partners has $147M in assets under management (AUM), dropping by 1.50%.
Central Index Key (CIK): 0001808179

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Portfolio Holdings for Columbia Advisory Partners

Columbia Advisory Partners holds 90 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Quality Grow (QGRW)	16.1	$24M	+11%	403k	58.67	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	16.0	$24M		263k	89.43	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	5.5	$8.0M		164k	49.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.2	$7.6M	-22%	277k	27.43	View chart
Wisdomtree Tr Us Multifactor (USMF)	4.5	$6.6M	-20%	128k	51.26	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	4.2	$6.1M	-6%	34k	177.37	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	3.5	$5.2M	+86%	142k	36.63	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.7	$4.0M		16k	250.31	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	2.7	$3.9M		79k	49.62	View chart
Sprott Asset Management Physical Gold An (CEF)	2.7	$3.9M	-7%	85k	45.80	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.9	$2.8M	+82%	55k	49.86	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	1.8	$2.7M	+80%	73k	36.86	View chart
Sprott Asset Management Physical Silver (PSLV)	1.8	$2.7M	-12%	113k	23.65	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.7	$2.5M		15k	167.94	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	1.3	$2.0M	-25%	21k	93.35	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	1.1	$1.7M	-7%	66k	25.17	View chart
Apple (AAPL)	1.1	$1.6M		6.0k	271.86	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	1.1	$1.6M	-13%	37k	44.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.4M	-9%	4.3k	335.27	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.9	$1.4M	-11%	23k	59.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.3M	-4%	2.7k	502.65	View chart
Amazon (AMZN)	0.9	$1.3M		5.8k	230.82	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.9	$1.3M	-9%	56k	23.23	View chart
Costco Wholesale Corporation (COST)	0.9	$1.3M		1.5k	862.06	View chart
Microsoft Corporation (MSFT)	0.8	$1.2M	-2%	2.5k	483.68	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.8	$1.2M	-34%	35k	33.02	View chart
First Tr Exchange-traded SHS (FVD)	0.7	$1.1M	-5%	23k	46.08	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$989k	-19%	16k	60.17	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.7	$975k		54k	18.22	View chart
Micron Technology (MU)	0.6	$844k	-16%	3.0k	285.41	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$799k	NEW	8.3k	96.16	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.5	$777k	-18%	30k	26.33	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.5	$771k	+52%	23k	33.51	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$760k	-5%	8.2k	92.51	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$730k		19k	38.32	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.5	$724k	-11%	4.7k	155.13	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.5	$715k	-22%	14k	49.99	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.5	$693k	-14%	8.7k	79.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$594k	-2%	2.7k	219.78	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$591k	+59%	9.9k	59.93	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$566k	-7%	17k	32.62	View chart
Exxon Mobil Corporation (XOM)	0.3	$499k		4.1k	120.34	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$451k	-21%	4.9k	91.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$440k	-8%	13k	34.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$429k	-14%	4.2k	101.98	View chart
NVIDIA Corporation (NVDA)	0.3	$427k	+9%	2.3k	186.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$425k		3.5k	120.18	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$419k	-17%	1.3k	323.04	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$416k	+58%	4.5k	91.45	View chart
Coinbase Global Com Cl A (COIN)	0.3	$403k	+8%	1.8k	226.14	View chart
Primoris Services (PRIM)	0.3	$400k	-3%	3.2k	124.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$392k	-52%	6.9k	57.24	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.3	$392k	-3%	16k	25.01	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.3	$383k	NEW	8.0k	47.56	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$381k	+4%	3.6k	107.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$379k		1.2k	313.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$374k	+18%	1.3k	290.22	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.3	$367k	NEW	14k	25.82	View chart
Boeing Company (BA)	0.2	$364k	+34%	1.7k	217.12	View chart
Tesla Motors (TSLA)	0.2	$345k	-9%	766.00	449.72	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$343k	-15%	6.8k	50.58	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$338k	-2%	11k	29.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$337k	NEW	537.00	627.13	View chart
Starbucks Corporation (SBUX)	0.2	$320k	-29%	3.8k	84.21	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$314k	NEW	6.7k	47.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$304k	-26%	1.4k	211.79	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$302k	-20%	6.6k	45.88	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$299k		5.9k	50.86	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$295k		9.5k	30.96	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	0.2	$271k	-9%	6.8k	40.11	View chart
McDonald's Corporation (MCD)	0.2	$264k	-4%	863.00	305.63	View chart
Avista Corporation (AVA)	0.2	$258k		6.7k	38.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.2	$252k	-12%	6.7k	37.82	View chart
Proshares Tr Ii Ultra Silver New (AGQ)	0.2	$245k	NEW	1.6k	155.12	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.2	$243k	-13%	16k	15.67	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$242k	-12%	877.00	275.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$236k		344.00	685.12	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.2	$235k	NEW	11k	21.27	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$235k	-11%	5.3k	44.34	View chart
Goldman Sachs Bdc SHS (GSBD)	0.2	$232k	-6%	25k	9.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$218k		1.5k	143.52	View chart
Golub Capital BDC (GBDC)	0.1	$217k	-6%	16k	13.57	View chart
Raytheon Technologies Corp (RTX)	0.1	$203k	NEW	1.1k	183.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$200k	NEW	3.0k	66.00	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$198k		11k	17.67	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.1	$196k	-14%	14k	14.32	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$193k		13k	15.30	View chart
Cleveland-cliffs (CLF)	0.1	$155k	NEW	12k	13.28	View chart
Humacyte (HUMA)	0.0	$15k		16k	0.96	View chart
Bioatla (BCAB)	0.0	$15k		26k	0.57	View chart

Past Filings by Columbia Advisory Partners

SEC 13F filings are viewable for Columbia Advisory Partners going back to 2021

Columbia Advisory Partners 2025 Q4 filed Jan. 22, 2026
Columbia Advisory Partners 2025 Q3 filed Oct. 24, 2025
Columbia Advisory Partners 2025 Q2 filed July 24, 2025
Columbia Advisory Partners 2025 Q1 filed April 15, 2025
Columbia Advisory Partners 2024 Q4 filed Jan. 13, 2025
Columbia Advisory Partners 2024 Q3 filed Oct. 18, 2024
Columbia Advisory Partners 2024 Q2 filed July 12, 2024
Columbia Advisory Partners 2024 Q1 filed April 15, 2024
Columbia Advisory Partners 2023 Q4 filed Jan. 10, 2024
Columbia Advisory Partners 2023 Q3 filed Oct. 16, 2023
Columbia Advisory Partners 2023 Q2 filed Aug. 2, 2023
Columbia Advisory Partners 2023 Q1 filed May 9, 2023
Columbia Advisory Partners 2022 Q4 filed Jan. 30, 2023
Columbia Advisory Partners 2022 Q3 filed Nov. 8, 2022
Columbia Advisory Partners 2022 Q2 filed Aug. 3, 2022
Columbia Advisory Partners 2022 Q1 filed April 29, 2022

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