Columbia Advisory Partners

Columbia Advisory Partners as of March 31, 2026

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