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Portfolio (Quarterly) Guide ↗

FINANCIAL ADVISORY PARTNERS, LLC

· CIK 0001994252
13F Portfolio $354M AUM 66 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 32 Added 25 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ORCL ORACLE CORP Technology 17,141 $3.3M 0.94% SOLD
Sector Allocation
Financial Services 20.1%
Industrials 16.4%
Technology 16.0%
Consumer Defensive 12.6%
Healthcare 10.3%
Utilities 9.0%
Consumer Cyclical 5.9%
Energy 5.8%
Communication Services 3.9%