Financial Advisory Corp: 13F holdings
CIK 18133692026Q2
| Positions | 58 |
|---|
| Reported value | $754.2m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 58 (+7 vs prior quarter) |
|---|
| Reported value | $754.2m (+4.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 178,067 | $133.4m | 17.7% |
| IWP ISHARES TR | 743,948 | $108.9m | 14.4% |
| TFLO ISHARES TR | 1,590,060 | $80.5m | 10.7% |
| VBR VANGUARD INDEX FDS | 258,499 | $62.8m | 8.3% |
| VEA VANGUARD TAX-MANAGED FDS | 688,765 | $49.1m | 6.5% |
| SCZ ISHARES TR | 550,184 | $45.3m | 6.0% |
| VTV VANGUARD INDEX FDS | 179,938 | $39.2m | 5.2% |
| IBTG ISHARES TR | 1,591,146 | $36.4m | 4.8% |
| IBTJ ISHARES TR | 1,598,459 | $34.6m | 4.6% |
| IBTI ISHARES TR | 1,347,199 | $29.8m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1813369")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples