Financial Advisory Partners, LLC
Financial Advisory Partners, LLC reported 74 holdings worth US$383M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Financial Advisory Partners, LLC reported 74 holdings worth US$383M as of Jun 30, 2026. Largest: Broadcom Inc., Morgan Stanley and Apple Inc. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 74
- Value as reported
- US$383M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Broadcom Inc. | 23,629 | US$8.93M | 2.3% |
| Morgan Stanley | 32,640 | US$6.82M | 1.8% |
| Apple Inc | 21,730 | US$6.29M | 1.6% |
| Parker-hannifin Corporation | 6,368 | US$6.23M | 1.6% |
| Alphabet Inc (google) Class C | 17,276 | US$6.17M | 1.6% |
| Jp Morgan Chase & Co. | 18,233 | US$5.97M | 1.6% |
| Walmart Inc. | 50,642 | US$5.74M | 1.5% |
| Nextera Energy, Inc. | 56,741 | US$4.98M | 1.3% |
| Johnson & Johnson | 19,155 | US$4.86M | 1.3% |
| Republic Services, Inc. | 21,738 | US$4.63M | 1.2% |
| Dba Sempra | 47,929 | US$4.44M | 1.2% |
| Union Pacific Corporation | 16,026 | US$4.36M | 1.1% |
| Microsoft Corp. | 11,481 | US$4.28M | 1.1% |
| Visa Inc. | 11,775 | US$4.04M | 1.1% |
| The Hartford Insurance Group, Inc. | 27,481 | US$3.64M | 0.95% |
| Lockheed Martin Corporation | 7,075 | US$3.6M | 0.94% |
| Sysco Corporation | 42,477 | US$3.55M | 0.93% |
| Procter & Gamble Company (the) | 23,651 | US$3.47M | 0.91% |
| Stryker Corporation | 10,504 | US$3.31M | 0.86% |
| Lowe's Companies, Inc. | 14,827 | US$3.27M | 0.85% |
| Charles Schwab Corporation (the) | 33,906 | US$3.13M | 0.82% |
| Exxon Mobil Corporation | 21,854 | US$2.99M | 0.78% |
| Packaging Corporation Of America | 12,529 | US$2.99M | 0.78% |
| Chevron Corporation | 17,988 | US$2.98M | 0.78% |
| Paychex, Inc. | 27,465 | US$2.7M | 0.71% |
| Pepsico, Inc. | 18,636 | US$2.52M | 0.66% |
| Merck & Company, Inc. | 17,793 | US$2.29M | 0.60% |
| Zoetis Inc. | 21,801 | US$1.57M | 0.41% |
| Marriott Vacations Worldwide Corporation | 7,444 | US$758K | 0.20% |
| Kontoor Brands, Inc. | 7,014 | US$585K | 0.15% |
| Public Service Enterprise Group Incorporated | 7,176 | US$582K | 0.15% |
| Costco Wholesale Corporation | 610 | US$571K | 0.15% |
| V.f. Corporation | 32,703 | US$545K | 0.14% |
| Wec Energy Group, Inc. | 4,507 | US$526K | 0.14% |
| Consolidated Edison, Inc. | 4,600 | US$509K | 0.13% |
| Nvidia Corporation | 2,308 | US$462K | 0.12% |
| Amazon.com, Inc. | 1,600 | US$381K | 0.10% |
| Advanced Micro Devices Inc | 600 | US$349K | 0.09% |
| Crowdstrike Holdings, Inc. | 390 | US$298K | 0.08% |
| Mastercard Incorporated | 550 | US$282K | 0.07% |
| Palo Alto Networks, Inc. | 742 | US$253K | 0.07% |
Source
View original at SEC
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