COLUMBIA ADVISORY PARTNERS LLC: 13F holdings

CIK 18081792026Q2

Positions111
Reported value$181.3m
Filed2026-07-23

Change since last quarter

Positions111 (+19 vs prior quarter)
Reported value$181.3m (+15.7%)

Top 10 holdings

SecuritySharesValueWeight
QGRW WISDOMTREE TR436,638$28.8m15.9%
DGRW WISDOMTREE TR229,630$22.0m12.1%
JVAL J P MORGAN EXCHANGE TRADED F165,339$9.7m5.3%
INNOVATOR ETFS TRUST188,191$7.4m4.1%
WTV WISDOMTREE TR66,582$6.8m3.7%
XMMO INVESCO EXCHANGE TRADED FD T32,238$5.5m3.0%
MTUM ISHARES TR15,883$5.4m3.0%
DGRS WISDOMTREE TR79,482$4.7m2.6%
BUFF INNOVATOR ETFS TRUST76,934$4.1m2.2%
EWU WISDOMTREE TR84,667$3.9m2.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1808179")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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