COLUMBIA ADVISORY PARTNERS LLC 13F Holdings
CIK 0001808179 · SPOKANE, WA
As of Sep 30, 2025, COLUMBIA ADVISORY PARTNERS LLC reported 90 positions worth
CIK 0001808179 · SPOKANE, WA
As of Sep 30, 2025, COLUMBIA ADVISORY PARTNERS LLC reported 90 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 265,336 | $23.6M | 16.32% |
| WISDOMTREE US QUALITY GROWTH FUND | QGRW | — | 362,017 | $20.8M | 14.36% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 358,145 | $9.8M | 6.76% |
| WISDOMTREE US MULTIFACTOR FUND | USMF | — | 160,572 | $8.4M | 5.80% |
| JPMORGAN US VALUE FACTOR ETF | JVAL | — | 164,747 | $7.8M | 5.41% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 36,791 | $6.4M | 4.44% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 15,927 | $4.1M | 2.82% |
| WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | DGRS | — | 78,461 | $3.9M | 2.71% |
| CENTRAL FUND OF CANADA LTD | CEF | — | 92,382 | $3.4M | 2.34% |
| INNOVATOR LADDERED ALLOCATION BUFFER ETF | BUFB | — | 75,809 | $2.7M | 1.87% |
| ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | LQDH | — | 28,476 | $2.7M | 1.84% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 14,656 | $2.4M | 1.67% |
| SPROTT PHYSICAL SILVER TRUST | PSLV | — | 129,498 | $2.0M | 1.41% |
| FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | FIXD | — | 42,340 | .9M | 1.30% |
| FIRST TRUST SMITH UNCONSTRAINED BOND ETF | UCON | — | 71,451 | .8M | 1.24% |
| FIRST TRUST EXCHANGE-TRADED FUND VII | FTGC | — | 62,263 | .6M | 1.12% |
| SPROTT PHYSICAL GOLD TRUST | PHYS | — | 53,475 | .6M | 1.10% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 4,730 | .6M | 1.07% |
| APPLE INC | AAPL | Technology | 6,074 | .5M | 1.07% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 26,260 | .5M | 1.04% |
| INNOVATOR ETFS TRUST | BUFF | — | 30,242 | .5M | 1.02% |
| INNOVATOR EQUITY MANAGED FLOOR ETF | SFLR | — | 40,620 | .5M | 1.01% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 1,523 | .4M | 0.98% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 2,795 | .4M | 0.97% |
| MICROSOFT CORP | MSFT | Technology | 2,578 | .3M | 0.92% |