Financial Advisory Partners, LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing reports the firm's holdings in a diverse mix of U.S. and international equities, exchange-traded funds, and other investment vehicles.
The largest position disclosed in the portfolio is a holding in the Vanguard S&P 500 ETF (ticker: 922908363), with 1,436,353 shares. The firm also holds significant positions in the Vanguard Growth ETF (ticker: 922908736) with 474,022 shares, and the Vanguard Morningstar Small Cap ETF (ticker: 922908751) with 17,342 shares.
Among individual company stocks, the filing lists a position in JPMorgan Chase & Co. (ticker: 46625H100) with 17,905 shares. Other notable individual stock holdings include Costco Wholesale Corporation (6,000 shares), Visa Inc. Class A (11,646 shares), and Walmart Inc. (50,204 shares).
The filing also includes a substantial position in the iShares Floating Rate N-T ETF (ticker: 46429B655) with 262,408 shares. Additionally, the firm holds 80,268 shares in Gloo Holdings Inc. Class A.
