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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
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPYM SPDR SERIES TRUST 34,128.0 $3.0M 0.78% +2K +7.7% $87.88 +3.3%
42 XOM EXXON MOBIL CORP Energy 21,854.0 $3.0M 0.78% $136.72 +14.4%
43 PKG PACKAGING CORP AMER Consumer Cyclical 12,529.0 $3.0M 0.78% $238.28 +2.3%
44 CVX CHEVRON CORPORATION Energy 17,988.0 $3.0M 0.78% -160.0 -0.9% $165.76 +20.4%
45 MDT MEDTRONIC PLC Healthcare 36,159.0 $2.8M 0.74% -200.0 -0.6% $78.23 +15.0%
46 PAYX PAYCHEX INC Industrials 27,465.0 $2.7M 0.71% $98.33 +28.6%
47 PEP PEPSICO INC Consumer Defensive 18,636.0 $2.5M 0.66% $135.41 +3.2%
48 MRK MERCK & CO INC Healthcare 17,793.0 $2.3M 0.60% +128.0 +0.7% $128.50 +16.4%
49 DES WISDOMTREE TR 54,670.0 $2.2M 0.58% +1K +2.8% $40.68 -0.3%
50 IDV ISHARES TR 51,146.0 $2.1M 0.55% +1K +2.5% $41.43 +7.8%
51 DON WISDOMTREE TR 36,288.0 $2.1M 0.54% +1K +3.5% $56.52 +2.6%
52 VHT VANGUARD WORLD FD 5,830.0 $1.7M 0.46% $299.01 +8.0%
53 ZTS ZOETIS INC Healthcare 21,801.0 $1.6M 0.41% NEW $71.86 +4.4%
54 VOO VANGUARD INDEX FDS 1,436.0 $986K 0.26% $686.81 +3.2%
55 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 7,444.0 $758K 0.20% NEW $101.88 +9.4%
56 MUB ISHARES TR 6,740.0 $725K 0.19% +2K +31.1% $107.62 -2.1%
57 KTB KONTOOR BRANDS INC Consumer Cyclical 7,014.0 $585K 0.15% -400.0 -5.4% $83.34 -8.2%
58 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 7,176.0 $582K 0.15% -162.0 -2.2% $81.17 -9.7%
59 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 610.0 $571K 0.15% -20.0 -3.2% $935.47 -0.1%
60 VFC V F CORP Consumer Cyclical 32,703.0 $545K 0.14% -2K -4.7% $16.68 -18.2%
Page 3 of 4  ·  74 positions

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%