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Portfolio (Quarterly) Guide ↗

FINANCIAL ADVISORY PARTNERS, LLC

· CIK 0001994252
13F Portfolio $383M AUM 74 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 24 Added 23 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ZTS ZOETIS INC Healthcare 21,801.0 $1.6M 0.41% NEW $71.86 +4.4%
2 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 7,444.0 $758K 0.20% NEW $101.88 +9.4%
3 AMD ADVANCED MICRO DEVICES INC Technology 600.0 $349K 0.09% NEW $580.91 -17.9%
4 CRWD CROWDSTRIKE HLDGS INC Technology 390.0 $298K 0.08% NEW $190.78 +19.5%
5 PANW PALO ALTO NETWORKS INC Technology 742.0 $253K 0.07% NEW $341.02 +12.3%
6 SPSM SPDR SERIES TRUST 4,282.0 $247K 0.07% NEW $57.67 -1.1%
7 SPYV SPDR SERIES TRUST 3,707.0 $225K 0.06% NEW $60.79 +4.4%
8 VEA VANGUARD TAX-MANAGED FDS 2,871.0 $205K 0.05% NEW $71.25 +3.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.7%
Technology 18.2%
Industrials 15.6%
Consumer Defensive 11.5%
Healthcare 10.8%
Utilities 8.0%
Consumer Cyclical 6.2%
Communication Services 4.5%
Energy 4.3%