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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, USFR, JVAL, BUFB, and represent 42.70% of Columbia Advisory Partners's stock portfolio.
Added to shares of these 10 stocks: USFR (+$9.2M), RSP, JEPI, XOM, SPCX, OIH, MDIV, VTI, JAAA, PSLV.
Started 11 new stock positions in PLTR, SPCX, COIN, CWB, VPU, AIRR, XOM, FDL, WMT, GLDM. RSP.
Reduced shares in these 10 stocks: , SHAG, JMBS, HYZD, QGRW, DGRW, , JVAL, BRK.B, EMLC.
Sold out of its positions in BRK.B, Exxon Mobil Corporation, FPXI, DDIV, SUB, MUB, PFF, IAGG, JMBS, MCD. PRIM, QRHC, LITP, COPZ, EMLC, HYD, BNDX, VCSH, VMBS, HYZD, ELD, SHAG.
Columbia Advisory Partners was a net seller of stock by $-1.3M.
Columbia Advisory Partners has $181M in assets under management (AUM), dropping by -0.06%.
Central Index Key (CIK): 0001808179

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Portfolio Holdings for Columbia Advisory Partners

Columbia Advisory Partners holds 100 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Quality Grow (QGRW)	15.8	$29M	-4%	416k	68.68	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	11.6	$21M	-5%	217k	97.24	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	6.2	$11M	+441%	224k	50.39	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	5.0	$9.1M	-5%	157k	57.92	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	4.1	$7.4M	-2%	183k	40.28	View chart
Wisdomtree Tr Us Value Fd (WTV)	3.6	$6.6M	-3%	64k	102.44	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.6	$4.8M	-5%	15k	317.33	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.5	$4.6M	-2%	32k	146.75	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	2.3	$4.2M	-5%	75k	55.95	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	2.2	$4.0M	-3%	74k	53.88	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	2.1	$3.7M	-3%	82k	45.63	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	2.0	$3.6M	-6%	93k	38.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.8	$3.3M	NEW	16k	208.02	View chart
Micron Technology (MU)	1.7	$3.1M	+7%	2.9k	1065.11	View chart
Ishares Tr Msci Intl Moment (IMTM)	1.6	$3.0M	-2%	57k	52.63	View chart
Sprott Asset Management Physical Gold An (CEF)	1.6	$2.9M		69k	41.54	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.5	$2.7M		14k	193.75	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$2.6M		28k	94.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$2.6M	-3%	80k	32.53	View chart
Sprott Asset Management Physical Silver (PSLV)	1.1	$2.1M	+16%	107k	19.37	View chart
Apple (AAPL)	1.1	$2.0M		5.9k	333.00	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.1	$1.9M	+24%	5.1k	374.27	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.9	$1.6M	-9%	17k	92.67	View chart
Sprott Fds Tr Copper Miner Etf (COPP)	0.9	$1.6M	+13%	37k	41.73	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.8	$1.5M		65k	23.75	View chart
Amazon (AMZN)	0.8	$1.5M	+2%	6.1k	249.15	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.8	$1.5M		49k	30.59	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.8	$1.5M	-6%	7.7k	195.54	View chart
Microsoft Corporation (MSFT)	0.8	$1.4M	+5%	2.7k	512.97	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.8	$1.4M	-5%	33k	41.27	View chart
Costco Wholesale Corporation (COST)	0.8	$1.4M		1.5k	910.18	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.7	$1.4M	+19%	43k	31.27	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$1.3M		37k	35.93	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$1.3M	+135%	23k	56.22	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.7	$1.3M	-18%	37k	34.95	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.7	$1.2M	+46%	3.3k	378.42	View chart
First Tr Exchange-traded SHS (FVD)	0.6	$1.2M		25k	46.91	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.6	$1.2M	+27%	11k	100.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.0M	+36%	1.4k	701.08	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$973k	-4%	10k	93.85	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.5	$838k		49k	17.05	View chart
NVIDIA Corporation (NVDA)	0.4	$813k	+18%	3.6k	228.39	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$720k	+99%	14k	50.47	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.4	$720k	+16%	7.9k	91.64	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.4	$708k		7.9k	89.13	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.3	$596k	NEW	3.7k	162.75	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.3	$582k	+5%	24k	23.98	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.3	$559k	+224%	35k	15.82	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$553k		8.3k	66.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$548k	-2%	2.3k	233.34	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$546k		3.3k	167.00	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$539k	-4%	13k	40.58	View chart
Starbucks Corporation (SBUX)	0.3	$510k	+39%	5.4k	93.96	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.3	$485k	NEW	3.2k	150.86	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$481k	-18%	7.6k	63.61	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$474k	-22%	9.8k	48.46	View chart
Global X Fds Artificial Etf (AIQ)	0.3	$461k	+6%	7.1k	65.16	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.2	$429k	-24%	8.2k	52.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$422k	+8%	1.2k	344.08	View chart
Global X Fds Global X Silver (SIL)	0.2	$414k		4.8k	86.01	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$408k	+23%	4.1k	100.11	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$394k	+7%	12k	32.63	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$384k	-18%	4.1k	94.42	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.2	$361k	-12%	19k	19.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$358k	+28%	468.00	765.85	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$348k	+19%	2.9k	121.77	View chart
Tesla Motors (TSLA)	0.2	$335k	+20%	945.00	354.71	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$332k		7.3k	45.36	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.2	$296k	NEW	2.9k	101.18	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$296k		7.9k	37.47	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$294k		319.00	922.34	View chart
Chevron Corporation (CVX)	0.2	$290k	-3%	1.4k	204.21	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$279k		6.3k	44.57	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$270k	+5%	13k	20.32	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	0.1	$269k	+5%	6.7k	39.94	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.1	$265k		2.9k	91.98	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$264k	NEW	5.4k	49.11	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$258k	+13%	14k	18.55	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$258k	-19%	3.3k	78.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$255k	+13%	1.6k	155.20	View chart
Palantir Technologies Cl A (PLTR)	0.1	$254k	NEW	1.4k	187.05	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$245k	NEW	3.0k	82.18	View chart
Coinbase Global Com Cl A (COIN)	0.1	$245k	NEW	1.3k	186.41	View chart
Raytheon Technologies Corp (RTX)	0.1	$245k	+16%	1.3k	185.69	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$243k	+12%	16k	15.47	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.1	$236k		3.0k	78.32	View chart
Vanguard World Utilities Etf (VPU)	0.1	$236k	NEW	1.4k	171.00	View chart
First Tr Exchange-traded Indxx Nat Re Etf (FTRI)	0.1	$226k		14k	16.78	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$224k	+13%	8.6k	25.93	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$222k	+2%	486.00	456.19	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$222k	-9%	6.7k	33.31	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$221k	+14%	11k	19.75	View chart
Johnson & Johnson (JNJ)	0.1	$221k	+4%	834.00	264.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$219k		3.0k	71.95	View chart
Wal-Mart Stores (WMT)	0.1	$212k	NEW	2.0k	103.92	View chart
Boeing Company (BA)	0.1	$204k	-35%	1.1k	186.05	View chart
Golub Capital BDC (GBDC)	0.1	$201k		16k	12.63	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$201k	NEW	1.9k	103.24	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$179k		20k	9.09	View chart
Humacyte (HUMA)	0.0	$11k	+10%	22k	0.52	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 Q3 filed Oct. 15, 2026
Columbia Advisory Partners 2026 Q2 filed July 23, 2026
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

View all past filings

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