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Financial Advisory Partners, LLC
Financial Advisory Partners, LLC is a registered investment adviser based in Winter Park, Florida, serving clients with portfolio management and financial advisory services. The firm was incorporated in Florida and is registered with the SEC (CIK: 0001994252). It manages over $318 million in assets and appears to operate with a small team of dedicated investment professionals. Financial Advisory Partners provides services primarily to individual and institutional investors. Founded in 2008, the firm has grown to oversee sizable diversified assets, emphasizing long-term portfolio growth and risk management.
Investment Strategy
Financial Advisory Partners manages diversified portfolios with a focus on public equities and ETFs, favoring large-cap funds, investment-grade corporate and government fixed income, and growth/value strategies. Their holdings include prominent ETFs like VCIT, VUG, and VTV, indicating an approach balanced between income generation and capital appreciation. The firm regularly rebalances positions and incorporates both active and passive vehicles, reflecting risk-controlled long-term growth for clients.
Latest 13F Filing Activity
Financial Advisory Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 69 equity positions with a total 13F market value of $342M. The fund increased holdings in SPDR Series Trust, Alphabet Inc., Vanguard Index FDS among other positions. Financial Advisory Partners, LLC reduced exposure to Ishares TR, Omnicom Group Inc., Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCIT | VANGUARD SCOTTSDALE FDS | 14.41% | $49.3M | 586,438 | $84.24 | $84.11 | +$3.2M |
V VUG | VANGUARD INDEX FDS | 9.78% | $33.5M | 69,786 | $319.69 | $479.61 | +$3.9M |
V VTV | VANGUARD INDEX FDS | 4.26% | $14.6M | 78,279 | $150.42 | $186.49 | +$1.3M |
S SGOV | ISHARES TR | 3.70% | $12.7M | 125,874 | $100.61 | $100.70 | +$2.2M |
V VGIT | VANGUARD SCOTTSDALE FDS | 3.56% | $12.2M | 202,763 | $60.51 | $60.03 | +$385.0K |
Industry Allocation
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