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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, BUFB, WTV, and represent 40.44% of Columbia Advisory Partners's stock portfolio.
Added to shares of these 10 stocks: WTV (+$6.1M), XMMO, DDWM, SHAG, VCSH, IMTM, JMBS, AVEM, USFR, HYZD.
Started 17 new stock positions in OIH, IMTM, VCSH, VPU, JMBS, DDWM, SIL, COPP, XMMO, USFR. BNDX, AVEM, WTV, IAGG, HYZD, SHAG, QRHC.
Reduced shares in these 10 stocks: SCHD (-$5.9M), USMF (-$5.8M), VOE, DGRW, CEF, IEF, XLG, PSLV, , COWZ.
Sold out of its positions in AVUV, AVA, BCAB, CLF, FDL, GDEC, IEF, IWO, IJR, BUYW. AGQ, VGIT, VOO, VBR, STX.
Columbia Advisory Partners was a net buyer of stock by $12M.
Columbia Advisory Partners has $157M in assets under management (AUM), dropping by 6.73%.
Central Index Key (CIK): 0001808179

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Portfolio Holdings for Columbia Advisory Partners

Columbia Advisory Partners holds 92 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Quality Grow (QGRW)	14.5	$23M	+5%	426k	53.43	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	12.7	$20M	-13%	226k	87.84	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	5.1	$8.0M		164k	48.86	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	4.2	$6.6M	+29%	183k	35.91	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	3.9	$6.1M	NEW	65k	94.73	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.9	$4.6M	NEW	32k	145.02	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	2.7	$4.2M		79k	52.96	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.5	$3.8M		16k	240.00	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	2.4	$3.7M	+35%	75k	49.41	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	2.3	$3.6M	NEW	82k	44.11	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	2.2	$3.4M	+32%	97k	35.41	View chart
Wisdomtree Tr Yield Enhanced (SHAG)	2.0	$3.2M	NEW	66k	47.58	View chart
Sprott Asset Management Physical Gold An (CEF)	2.0	$3.1M	-22%	66k	47.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.8	$2.8M	NEW	35k	79.27	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.7	$2.7M	NEW	56k	48.02	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.7	$2.7M	NEW	59k	45.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$2.6M	-69%	84k	30.68	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$2.2M	NEW	27k	80.58	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.4	$2.2M	-3%	14k	155.11	View chart
Sprott Asset Management Physical Silver (PSLV)	1.4	$2.1M	-22%	87k	24.39	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.3	$2.1M	NEW	41k	50.34	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	1.3	$2.0M	NEW	90k	22.01	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	1.1	$1.7M	-10%	19k	92.34	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	1.0	$1.6M		66k	24.77	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.0	$1.6M	-75%	8.5k	184.29	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	1.0	$1.5M	+98%	46k	33.47	View chart
Costco Wholesale Corporation (COST)	1.0	$1.5M		1.5k	996.16	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	1.0	$1.5M	-5%	35k	43.59	View chart
Apple (AAPL)	0.9	$1.5M	-2%	5.8k	253.80	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.9	$1.4M	-11%	50k	28.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.4M		4.2k	320.81	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.8	$1.3M	+6%	37k	35.44	View chart
Amazon (AMZN)	0.8	$1.3M	+4%	6.0k	208.27	View chart
First Tr Exchange-traded SHS (FVD)	0.8	$1.2M	+9%	25k	47.03	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.2M	-9%	2.4k	479.20	View chart
Sprott Fds Tr Copper Miner Etf (COPP)	0.7	$1.1M	NEW	30k	35.72	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$979k	+28%	11k	92.76	View chart
Micron Technology (MU)	0.6	$968k	-3%	2.9k	337.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$951k	+88%	33k	29.13	View chart
Microsoft Corporation (MSFT)	0.6	$912k	-2%	2.5k	370.18	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.6	$890k	-6%	50k	17.75	View chart
Exxon Mobil Corporation (XOM)	0.4	$646k	-8%	3.8k	169.66	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.4	$621k	-8%	7.9k	78.27	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$618k	+36%	6.7k	91.64	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$612k	-14%	12k	49.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$581k		2.7k	215.06	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$573k	-24%	3.5k	161.75	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$561k	-45%	9.0k	62.56	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.4	$555k	-91%	11k	49.38	View chart
NVIDIA Corporation (NVDA)	0.4	$552k	+38%	3.2k	174.40	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.3	$543k	-22%	23k	23.69	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$540k	+38%	9.5k	56.68	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$539k	-28%	14k	39.43	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$528k	+31%	6.0k	88.46	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$505k	-60%	9.3k	54.55	View chart
Global X Fds Global X Silver (SIL)	0.3	$443k	NEW	4.9k	90.08	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.3	$410k	+14%	16k	25.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$364k		1.3k	287.18	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$359k	+5%	7.1k	50.37	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.2	$350k	+110%	23k	15.00	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$346k	+10%	7.4k	46.95	View chart
Boeing Company (BA)	0.2	$344k	+3%	1.7k	199.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$332k	-4%	1.2k	287.56	View chart
Starbucks Corporation (SBUX)	0.2	$325k	-4%	3.6k	89.59	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.2	$322k	-19%	13k	25.53	View chart
Primoris Services (PRIM)	0.2	$322k	-30%	2.3k	143.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$320k	-26%	9.5k	33.77	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$312k	+5%	8.5k	36.81	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$311k	-17%	2.9k	106.15	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$301k	NEW	6.0k	50.04	View chart
Tesla Motors (TSLA)	0.2	$290k		779.00	371.75	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$290k	NEW	6.0k	48.05	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$289k		9.5k	30.32	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$284k	-18%	9.3k	30.50	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$281k	+2%	6.0k	46.67	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$277k	-5%	6.2k	44.80	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.2	$273k	NEW	675.00	404.21	View chart
McDonald's Corporation (MCD)	0.2	$271k		871.00	310.79	View chart
Vanguard World Utilities Etf (VPU)	0.2	$252k	NEW	1.3k	198.14	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	0.2	$248k	-6%	6.4k	39.04	View chart
Coinbase Global Com Cl A (COIN)	0.2	$246k	-21%	1.4k	174.61	View chart
First Tr Exchange-traded Indxx Nat Re Etf (FTRI)	0.2	$244k	-11%	14k	17.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$214k	-4%	327.00	653.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$208k	-7%	1.4k	148.10	View chart
Raytheon Technologies Corp (RTX)	0.1	$206k	-3%	1.1k	192.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$205k		3.0k	67.53	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$203k	+5%	12k	17.15	View chart
Golub Capital BDC (GBDC)	0.1	$202k		16k	12.66	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$200k	+6%	13k	14.95	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$159k	-28%	18k	8.88	View chart
Humacyte (HUMA)	0.0	$12k	+27%	20k	0.61	View chart
Quest Resource Hldg Corp Com New (QRHC)	0.0	$12k	NEW	10k	1.19	View chart

Past Filings by Columbia Advisory Partners

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

Columbia Advisory Partners 2026 Q1 filed April 23, 2026
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

View all past filings

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