Financial Advisory Partners, LLC

13F filer · CIK 0001994252

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$383MU.S. long equity reported on 13F

Positions455 new · 0 closed

Net flow last quarter+$2.01MBuys minus sells

Top 10 positions weight15.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 202645 positions
AVGOBroadcom Inc.	$8.93M	2.33%	0.00%	-3.0%	Q1 2023
MSMorgan Stanley	$6.82M	1.78%	0.00%	-2.3%	Q1 2024
AAPLApple Inc.	$6.29M	1.64%	0.00%	-1.2%	Q4 2021
PHParker-Hannifin Corp	$6.23M	1.63%	0.01%	-1.3%	Q1 2024
GOOGLAlphabet Inc.	$6.17M	1.61%	0.00%	-0.6%	Q4 2021
JPMJPMorgan Chase & Co	$5.97M	1.56%	0.00%	-1.1%	Q4 2021
WMTWalmart Inc.	$5.74M	1.50%	0.00%	-1.6%	Q4 2021
NEENextera Energy Inc	$4.98M	1.30%	0.00%	-1.1%	Q4 2021
JNJJohnson & Johnson	$4.86M	1.27%	0.00%	-0.1%	Q1 2023
CBChubb Ltd	$4.64M	1.21%	0.00%	-0.4%	Q1 2023
RSGRepublic Services, Inc.	$4.63M	1.21%	0.01%	-0.1%	Q4 2021
SRESempra	$4.44M	1.16%	0.01%	-1.1%	Q4 2021
UNPUnion Pacific Corp	$4.36M	1.14%	0.00%	-1.2%	Q4 2021
MSFTMicrosoft Corp	$4.28M	1.12%	0.00%	-0.3%	Q4 2021
NXPINXP Semiconductors N.V.	$4.22M	1.10%	0.01%	-1.8%	Q1 2024
VVisa Inc.	$4.04M	1.06%	0.00%	+0.2%	Q4 2021
HIGHartford Insurance Group, Inc.	$3.64M	0.95%	0.01%	-0.3%	Q3 2024
LMTLockheed Martin Corp	$3.6M	0.94%	0.00%	-0.5%	Q4 2021
SYYSysco Corp	$3.55M	0.93%	0.01%	+0.5%	Q2 2024
PGPROCTER & GAMBLE Co	$3.47M	0.91%	0.00%	-0.5%	Q4 2021
SYKStryker Corp	$3.31M	0.86%	0.00%	-0.4%	Q1 2024
LOWLowes Companies Inc	$3.27M	0.85%	0.00%	0.0%	Q4 2021
SCHWSchwab Charles Corp	$3.13M	0.82%	0.00%	-0.4%	Q1 2026
XOMExxonMobil Holdings Corp	$2.99M	0.78%	0.00%	-0.2%	Q3 2024
PKGPackaging Corp of America	$2.99M	0.78%	0.01%	-0.3%	Q2 2024
CVXChevron Corp	$2.98M	0.78%	0.00%	-0.9%	Q2 2022
MDTMedtronic plc	$2.83M	0.74%	0.00%	-0.6%	Q4 2021
PAYXPaychex Inc	$2.7M	0.71%	0.01%	+0.2%	Q4 2021
PEPPepsico Inc	$2.52M	0.66%	0.00%	-0.2%	Q4 2021
MRKMerck & Co., Inc.	$2.29M	0.60%	0.00%	+0.7%	Q2 2024
ZTSZoetis Inc.	$1.57M	0.41%	0.01%	New	Q2 2026
VACMARRIOTT VACATIONS WORLDWIDE Corp	$758K	0.20%	0.02%	New	Q2 2026
KTBKontoor Brands, Inc.	$585K	0.15%	0.01%	-5.4%	Q2 2025
PEGPublic Service Enterprise Group Inc	$582K	0.15%	0.00%	-2.2%	Q4 2021
COSTCostco Wholesale Corp	$571K	0.15%	0.00%	-3.2%	Q3 2023
VFCV F Corp	$545K	0.14%	0.01%	-4.7%	Q2 2025
WECWec Energy Group, Inc.	$526K	0.14%	0.00%	-4.5%	Q2 2023
EDConsolidated Edison Inc	$509K	0.13%	0.00%	-3.8%	Q4 2021
NVDANvidia Corp	$462K	0.12%	0.00%	-1.4%	Q1 2024
SPABASTROTECH Corp	$436K	0.11%	Not reported	+29.2%	Q1 2024
AMZNAmazon Com Inc	$381K	0.10%	0.00%	-3.6%	Q3 2024
AMDAdvanced Micro Devices Inc	$349K	0.09%	0.00%	New	Q2 2026
CRWDCrowdStrike Holdings, Inc.	$298K	0.08%	0.00%	Not reported	Q2 2025
MAMastercard Inc	$282K	0.07%	0.00%	Not reported	Q4 2021
PANWPalo Alto Networks Inc	$253K	0.07%	0.00%	New	Q2 2026
Q1 2026Reported May 1, 202640 positions
AVGOBroadcom Inc.	$7.54M	2.13%	0.00%	-1.6%	Q1 2023
WMTWalmart Inc.	$6.39M	1.81%	0.00%	-3.2%	Q4 2021
PHParker-Hannifin Corp	$5.78M	1.63%	0.01%	-3.3%	Q1 2024
AAPLApple Inc.	$5.58M	1.58%	0.00%	-0.9%	Q4 2021
MSMorgan Stanley	$5.5M	1.55%	0.00%	-1.9%	Q1 2024
JPMJPMorgan Chase & Co	$5.43M	1.53%	0.00%	-0.3%	Q4 2021
NEENextera Energy Inc	$5.33M	1.51%	0.00%	-1.4%	Q4 2021
GOOGLAlphabet Inc.	$5M	1.41%	0.00%	0.0%	Q4 2021
RSGRepublic Services, Inc.	$4.77M	1.35%	0.01%	+0.7%	Q4 2021
SRESempra	$4.71M	1.33%	0.01%	-0.7%	Q4 2021
JNJJohnson & Johnson	$4.69M	1.32%	0.00%	-0.9%	Q1 2023
CBChubb Ltd	$4.46M	1.26%	0.00%	-0.8%	Q1 2023
LMTLockheed Martin Corp	$4.3M	1.21%	0.00%	-1.2%	Q4 2021
MSFTMicrosoft Corp	$4.26M	1.21%	0.00%	+0.6%	Q4 2021
UNPUnion Pacific Corp	$3.93M	1.11%	0.00%	+0.8%	Q4 2021
CVXChevron Corp	$3.75M	1.06%	0.00%	-5.3%	Q2 2022
HIGHartford Insurance Group, Inc.	$3.73M	1.05%	0.01%	+0.6%	Q3 2024
XOMExxonMobil Holdings Corp	$3.72M	1.05%	0.00%	-3.9%	Q3 2024
VVisa Inc.	$3.55M	1.00%	0.00%	+1.5%	Q4 2021
LOWLowes Companies Inc	$3.5M	0.99%	0.00%	+0.6%	Q4 2021
SYKStryker Corp	$3.46M	0.98%	0.00%	+1.4%	Q1 2024
PGPROCTER & GAMBLE Co	$3.43M	0.97%	0.00%	+0.6%	Q4 2021
SCHWSchwab Charles Corp	$3.2M	0.90%	0.00%	New	Q1 2026
MDTMedtronic plc	$3.15M	0.89%	0.00%	-1.8%	Q4 2021
SYYSysco Corp	$3.02M	0.85%	0.01%	+0.6%	Q2 2024
NXPINXP Semiconductors N.V.	$3.01M	0.85%	0.01%	-1.1%	Q1 2024
PEPPepsico Inc	$2.9M	0.82%	0.00%	+1.5%	Q4 2021
PKGPackaging Corp of America	$2.67M	0.75%	0.00%	+0.7%	Q2 2024
PAYXPaychex Inc	$2.52M	0.71%	0.01%	+2.0%	Q4 2021
MRKMerck & Co., Inc.	$2.12M	0.60%	0.00%	-10.2%	Q2 2024
COSTCostco Wholesale Corp	$628K	0.18%	0.00%	Not reported	Q3 2023
PEGPublic Service Enterprise Group Inc	$594K	0.17%	0.00%	-1.5%	Q4 2021
VFCV F Corp	$583K	0.16%	0.01%	-3.4%	Q2 2025
WECWec Energy Group, Inc.	$546K	0.15%	0.00%	-2.9%	Q2 2023
EDConsolidated Edison Inc	$541K	0.15%	0.00%	-1.5%	Q4 2021
KTBKontoor Brands, Inc.	$521K	0.15%	0.01%	-11.9%	Q2 2025
NVDANvidia Corp	$408K	0.12%	0.00%	Not reported	Q1 2024
AMZNAmazon Com Inc	$346K	0.10%	0.00%	-3.8%	Q3 2024
SPABASTROTECH Corp	$339K	0.10%	Not reported	+52.1%	Q1 2024
MAMastercard Inc	$275K	0.08%	0.00%	Not reported	Q4 2021
Q4 2025Reported Jan 23, 202640 positions
AVGOBroadcom Inc.	$8.57M	2.42%	0.00%	-5.2%	Q1 2023
MSMorgan Stanley	$6.05M	1.71%	0.00%	-1.2%	Q1 2024
AAPLApple Inc.	$6.04M	1.70%	0.00%	-0.4%	Q4 2021
JPMJPMorgan Chase & Co	$5.96M	1.68%	0.00%	-2.9%	Q4 2021
WMTWalmart Inc.	$5.92M	1.67%	0.00%	-2.5%	Q4 2021
PHParker-Hannifin Corp	$5.86M	1.65%	0.01%	-1.0%	Q1 2024
MSFTMicrosoft Corp	$5.54M	1.56%	0.00%	-4.8%	Q4 2021
GOOGLAlphabet Inc.	$5.44M	1.53%	0.00%	-0.9%	Q4 2021
NEENextera Energy Inc	$4.67M	1.32%	0.00%	-0.9%	Q4 2021
RSGRepublic Services, Inc.	$4.58M	1.29%	0.01%	-1.4%	Q4 2021
SRESempra	$4.31M	1.21%	0.01%	+0.4%	Q4 2021
CBChubb Ltd	$4.31M	1.21%	0.00%	-0.6%	Q1 2023
VVisa Inc.	$4.06M	1.15%	0.00%	-1.6%	Q4 2021
JNJJohnson & Johnson	$4M	1.13%	0.00%	-0.8%	Q1 2023
HIGHartford Insurance Group, Inc.	$3.77M	1.06%	0.01%	0.0%	Q3 2024
UNPUnion Pacific Corp	$3.72M	1.05%	0.00%	+0.1%	Q4 2021
SYKStryker Corp	$3.65M	1.03%	0.00%	-0.8%	Q1 2024
MDTMedtronic plc	$3.56M	1.00%	0.00%	+0.2%	Q4 2021
LOWLowes Companies Inc	$3.56M	1.00%	0.00%	+0.9%	Q4 2021
LMTLockheed Martin Corp	$3.48M	0.98%	0.00%	-0.7%	Q4 2021
PGPROCTER & GAMBLE Co	$3.38M	0.95%	0.00%	-0.8%	Q4 2021
NXPINXP Semiconductors N.V.	$3.35M	0.95%	0.01%	+0.8%	Q1 2024
ORCLOracle Corp	$3.34M	0.94%	0.00%	-2.9%	Q1 2024
SYYSysco Corp	$3.1M	0.87%	0.01%	-1.1%	Q2 2024
PAYXPaychex Inc	$3.01M	0.85%	0.01%	-0.1%	Q4 2021
CVXChevron Corp	$2.92M	0.82%	0.00%	-0.4%	Q2 2022
XOMExxonMobil Holdings Corp	$2.74M	0.77%	0.00%	-0.3%	Q3 2024
PEPPepsico Inc	$2.64M	0.74%	0.00%	+1.7%	Q4 2021
PKGPackaging Corp of America	$2.57M	0.73%	0.01%	+0.6%	Q2 2024
MRKMerck & Co., Inc.	$2.07M	0.58%	0.00%	-0.2%	Q2 2024
VFCV F Corp	$642K	0.18%	0.01%	-3.3%	Q2 2025
PEGPublic Service Enterprise Group Inc	$599K	0.17%	0.00%	-1.8%	Q4 2021
COSTCostco Wholesale Corp	$543K	0.15%	0.00%	Not reported	Q3 2023
KTBKontoor Brands, Inc.	$514K	0.14%	0.02%	-3.4%	Q2 2025
WECWec Energy Group, Inc.	$513K	0.14%	0.00%	+2.5%	Q2 2023
EDConsolidated Edison Inc	$482K	0.14%	0.00%	Not reported	Q4 2021
NVDANvidia Corp	$436K	0.12%	0.00%	-16.8%	Q1 2024
AMZNAmazon Com Inc	$398K	0.11%	0.00%	-22.0%	Q3 2024
MAMastercard Inc	$314K	0.09%	0.00%	Not reported	Q4 2021
SPABASTROTECH Corp	$224K	0.06%	Not reported	+1.6%	Q1 2024
Q3 2025Reported Oct 23, 202544 positions
AVGOBroadcom Inc.	$8.61M	2.51%	0.00%	-14.8%	Q1 2023
MSFTMicrosoft Corp	$6.23M	1.82%	0.00%	-1.4%	Q4 2021
JPMJPMorgan Chase & Co	$6.01M	1.76%	0.00%	-1.1%	Q4 2021
AAPLApple Inc.	$5.68M	1.66%	0.00%	-1.4%	Q4 2021
WMTWalmart Inc.	$5.62M	1.64%	0.00%	-0.7%	Q4 2021
MSMorgan Stanley	$5.48M	1.60%	0.00%	-1.2%	Q1 2024
PHParker-Hannifin Corp	$5.1M	1.49%	0.01%	-0.8%	Q1 2024
RSGRepublic Services, Inc.	$5.03M	1.47%	0.01%	-1.2%	Q4 2021
ORCLOracle Corp	$4.97M	1.45%	0.00%	-33.6%	Q1 2024
NEENextera Energy Inc	$4.43M	1.29%	0.00%	-1.6%	Q4 2021
SRESempra	$4.37M	1.28%	0.01%	+4.2%	Q4 2021
GOOGLAlphabet Inc.	$4.26M	1.25%	0.00%	Not reported	Q4 2021
VVisa Inc.	$4.02M	1.17%	0.00%	-0.8%	Q4 2021
CBChubb Ltd	$3.92M	1.14%	0.00%	-0.5%	Q1 2023
SYKStryker Corp	$3.87M	1.13%	0.00%	-0.6%	Q1 2024
UNPUnion Pacific Corp	$3.8M	1.11%	0.00%	+10.0%	Q4 2021
LOWLowes Companies Inc	$3.67M	1.07%	0.00%	-0.8%	Q4 2021
PGPROCTER & GAMBLE Co	$3.66M	1.07%	0.00%	+11.3%	Q4 2021
HIGHartford Insurance Group, Inc.	$3.65M	1.07%	0.01%	+6.1%	Q3 2024
LMTLockheed Martin Corp	$3.62M	1.06%	0.00%	-0.2%	Q4 2021
JNJJohnson & Johnson	$3.62M	1.06%	0.00%	+6.7%	Q1 2023
MDTMedtronic plc	$3.52M	1.03%	0.00%	-0.9%	Q4 2021
SYYSysco Corp	$3.5M	1.02%	0.01%	-2.4%	Q2 2024
NXPINXP Semiconductors N.V.	$3.49M	1.02%	0.01%	-1.9%	Q1 2024
PAYXPaychex Inc	$3.41M	1.00%	0.01%	-0.8%	Q4 2021
CVXChevron Corp	$2.99M	0.87%	0.00%	-5.2%	Q2 2022
PKGPackaging Corp of America	$2.7M	0.79%	0.01%	+0.3%	Q2 2024
XOMExxonMobil Holdings Corp	$2.58M	0.75%	0.00%	+7.0%	Q3 2024
PEPPepsico Inc	$2.54M	0.74%	0.00%	-2.0%	Q4 2021
MRKMerck & Co., Inc.	$1.65M	0.48%	0.00%	-3.1%	Q2 2024
KTBKontoor Brands, Inc.	$695K	0.20%	0.02%	-1.1%	Q2 2025
PEGPublic Service Enterprise Group Inc	$633K	0.18%	0.00%	-1.9%	Q4 2021
COSTCostco Wholesale Corp	$583K	0.17%	0.00%	Not reported	Q3 2023
WECWec Energy Group, Inc.	$543K	0.16%	0.00%	-0.5%	Q2 2023
VFCV F Corp	$530K	0.15%	0.01%	-1.1%	Q2 2025
NVDANvidia Corp	$524K	0.15%	0.00%	-1.9%	Q1 2024
INTCIntel Corp	$503K	0.15%	0.00%	Not reported	Q4 2021
EDConsolidated Edison Inc	$488K	0.14%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$485K	0.14%	0.00%	-3.9%	Q3 2024
MAMastercard Inc	$313K	0.09%	0.00%	Not reported	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$245K	0.07%	0.00%	Not reported	Q2 2025
ABBVAbbVie Inc.	$229K	0.07%	0.00%	Not reported	Q4 2021
SPABASTROTECH Corp	$221K	0.06%	Not reported	-13.3%	Q1 2024
GSGoldman Sachs Group Inc	$211K	0.06%	0.00%	Not reported	Q4 2021

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