Current Market Value 318,045,185
Current Holdings 66
Most Recent File Date 2025-07-14
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Financial Advisory Partners, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-14 2025-06-30 13F-HR 66 318,045
2025-04-10 2025-03-31 13F-HR 64 298,901
2025-01-27 2024-12-31 13F-HR 66 301,086
2024-10-09 2024-09-30 13F-HR 67 301,109
2024-07-22 2024-06-30 13F-HR 67 267,419
2024-04-17 2024-03-31 13F-HR 66 258,786
2024-01-12 2023-12-31 13F-HR 64 275,067
2023-11-06 2023-09-30 13F-HR 65 248,045
2023-10-04 2023-06-30 13F-HR 63 259,835
2023-10-04 2023-03-31 13F-HR 63 252,582
2023-10-04 2022-12-31 13F-HR 66 242,693
2023-10-04 2022-09-30 13F-HR 66 229,754
2023-10-04 2022-06-30 13F-HR 66 242,242
2023-10-04 2022-03-31 13F-HR 71 270,482
2023-10-04 2021-12-31 13F-HR 72 273,957