Financial Advisory Partners

Financial Advisory Partners as of March 31, 2026

Portfolio Holdings for Financial Advisory Partners

Financial Advisory Partners holds 66 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
Vanguard Scottsdale Fds Int-term Corp (VCIT) 15.1 $53M 644k 82.75
Vanguard Index Fds Growth Etf (VUG) 9.4 $33M 76k 436.79
Vanguard Index Fds Value Etf (VTV) 4.8 $17M 86k 196.20
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.8 $14M 227k 59.55
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.8 $13M 263k 50.95
Vanguard Specialized Funds Div App Etf (VIG) 3.2 $12M 53k 215.06
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.9 $10M 104k 100.66
Spdr Series Trust State Street Spd (SPHY) 2.9 $10M 447k 23.32
Broadcom (AVGO) 2.1 $7.5M 24k 309.51
Spdr Index Shs Fds State Street Spd (SPDW) 2.1 $7.5M 164k 45.65
Vanguard World Inf Tech Etf (VGT) 2.0 $7.0M 10k 697.72
Wal-Mart Stores (WMT) 1.8 $6.4M 52k 124.28
Vanguard World Consum Stp Etf (VDC) 1.8 $6.3M 28k 224.59
Parker-Hannifin Corporation (PH) 1.6 $5.8M 6.5k 895.24
Apple (AAPL) 1.6 $5.6M 22k 253.79
Vanguard World Industrial Etf (VIS) 1.6 $5.5M 18k 312.22
Morgan Stanley Com New (MS) 1.6 $5.5M 33k 164.57
JPMorgan Chase & Co. (JPM) 1.5 $5.4M 18k 294.16
Nextera Energy (NEE) 1.5 $5.3M 57k 92.88
Alphabet Cap Stk Cl A (GOOGL) 1.4 $5.0M 17k 287.56
Republic Services (RSG) 1.3 $4.8M 22k 219.02
Sempra Energy (SRE) 1.3 $4.7M 49k 97.17
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.3 $4.7M 63k 74.72
Johnson & Johnson (JNJ) 1.3 $4.7M 19k 244.44
Ishares Tr Pfd And Incm Sec (PFF) 1.3 $4.5M 150k 30.32
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.3 $4.5M 221k 20.41
Chubb (CB) 1.3 $4.5M 14k 325.93
Vanguard Index Fds Small Cp Etf (VB) 1.2 $4.4M 17k 261.92
Lockheed Martin Corporation (LMT) 1.2 $4.3M 7.1k 604.39
Microsoft Corporation (MSFT) 1.2 $4.3M 12k 370.17
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $4.2M 15k 287.18
Union Pacific Corporation (UNP) 1.1 $3.9M 16k 242.62
Chevron Corporation (CVX) 1.1 $3.8M 18k 206.90
Hartford Financial Services (HIG) 1.1 $3.7M 28k 135.23
Exxon Mobil Corporation (XOM) 1.1 $3.7M 22k 169.66
Visa Com Cl A (V) 1.0 $3.6M 12k 302.24
Lowe's Companies (LOW) 1.0 $3.5M 15k 236.28
Stryker Corporation (SYK) 1.0 $3.5M 11k 328.59
Procter & Gamble Company (PG) 1.0 $3.4M 24k 144.44
Charles Schwab Corporation (SCHW) 0.9 $3.2M 34k 93.98
Medtronic SHS (MDT) 0.9 $3.2M 36k 86.65
SYSCO Corporation (SYY) 0.9 $3.0M 42k 71.33
Nxp Semiconductors N V (NXPI) 0.9 $3.0M 15k 196.86
Pepsi (PEP) 0.8 $2.9M 19k 155.30
Packaging Corporation of America (PKG) 0.8 $2.7M 13k 212.22
Paychex (PAYX) 0.7 $2.5M 27k 92.12
Spdr Series Trust State Street Spd (SPYM) 0.7 $2.4M 32k 76.54
Merck & Co (MRK) 0.6 $2.1M 18k 120.29
Ishares Tr Intl Sel Div Etf (IDV) 0.6 $2.1M 50k 42.56
Wisdomtree Tr Us Smallcap Divd (DES) 0.5 $1.9M 53k 35.94
Wisdomtree Tr Us Midcap Divid (DON) 0.5 $1.8M 35k 52.54
Vanguard World Health Car Etf (VHT) 0.4 $1.6M 5.8k 272.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $856k 1.4k 597.55
Costco Wholesale Corporation (COST) 0.2 $628k 630.00 996.43
Public Service Enterprise (PEG) 0.2 $594k 7.3k 80.96
V.F. Corporation (VFC) 0.2 $583k 34k 16.99
Wec Energy Group (WEC) 0.2 $546k 4.7k 115.77
Ishares Tr National Mun Etf (MUB) 0.2 $546k 5.1k 106.15
Consolidated Edison (ED) 0.2 $541k 4.8k 113.19
Kontoor Brands (KTB) 0.1 $521k 7.4k 70.29
Spdr Index Shs Fds State Street Spd (EDIV) 0.1 $429k 11k 39.48
NVIDIA Corporation (NVDA) 0.1 $408k 2.3k 174.40
Spdr Series Trust State Street Spd (SPIB) 0.1 $397k 12k 33.54
Amazon (AMZN) 0.1 $346k 1.7k 208.27
Spdr Series Trust State Street Spd (SPAB) 0.1 $339k 13k 25.62
Mastercard Incorporated Cl A (MA) 0.1 $275k 550.00 499.66