Columbia Advisory Partners LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 15, 2026, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Paul Felsch, reports a total of 130 equity securities held by the firm.
The portfolio is diversified across a wide range of asset classes and issuers. The top holdings include WisdomTree U.S. Quality Growth Fund, WisdomTree U.S. Quarterly Dividend Growth Fund, and WisdomTree U.S. Small Cap Quality Dividend Fund, each holding over 21 million shares. The firm also holds significant positions in WisdomTree U.S. Value Fund, WisdomTree U.S. Multi-Factor Fund, and WisdomTree Dynamic International Equity Fund.
Individual company positions include 3.35 million shares of Tesla Inc., 2.12 million shares of Alphabet Inc. Class A, and 812,595 shares of NVIDIA Corporation. Other notable corporate holdings include Starbucks Corp., Boeing Co., Chevron Corporation, and ExxonMobil Holdings Corp.
The filing also lists substantial positions in exchange-traded funds (ETFs) and other investment vehicles. These include First Trust Exchange-Traded Fund VI First Trust Low Opportunity ETF, First Trust Exchange-Traded Fund VI First Trust Low Duration Bond ETF, and BITWISE Bitcoin ETF Trust Shares BEN INT. The firm holds significant exposure to precious metals through SPDR Gold Shares, SPDR Gold MiniShares, and SPDR Silver Shares.
