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Portfolio (Quarterly) Guide ↗

Frazier Financial Advisors, LLC

· CIK 0002002745
13F Portfolio $198M AUM 620 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 619 New
Page 25 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PKG PACKAGING CORP AMER Consumer Cyclical 23.0 $5K 0.00% NEW $238.30 -3.9%
482 WCLD WISDOMTREE TR 168.0 $5K 0.00% NEW $32.06 +30.1%
483 EATON VANCE TAX-MANAGED BUY- 358.0 $5K 0.00% NEW $14.89
484 DFAE DIMENSIONAL ETF TRUST 132.0 $5K 0.00% NEW $40.17 -1.5%
485 IDXX IDEXX LABS INC Healthcare 10.0 $5K 0.00% NEW $526.50 +3.5%
486 GWX SPDR INDEX SHS FDS 119.0 $5K 0.00% NEW $43.89 +4.6%
487 BR BROADRIDGE FINL SOLUTIONS IN Technology 38.0 $5K 0.00% NEW $136.97 +31.7%
488 EXP EAGLE MATLS INC Basic Materials 23.0 $5K 0.00% NEW $225.00 -14.9%
489 ADP AUTOMATIC DATA PROCESSING IN Industrials 23.0 $5K 0.00% NEW $220.70 +28.5%
490 FS SPECIALTY LENDING FD 454.0 $5K 0.00% NEW $11.15
491 ULTA ULTA BEAUTY INC Consumer Cyclical 11.0 $5K 0.00% NEW $451.00 +21.0%
492 INTU INTUIT Technology 19.0 $5K 0.00% NEW $261.00 +32.2%
493 PNR PENTAIR PLC Industrials 64.0 $5K 0.00% NEW $76.67 -21.2%
494 BALL BALL CORP Consumer Cyclical 78.0 $5K 0.00% NEW $62.41 +0.6%
495 MORN MORNINGSTAR INC Financial Services 31.0 $5K 0.00% NEW $156.03 +34.5%
496 SNOW SNOWFLAKE INC Technology 19.0 $5K 0.00% NEW $254.53 +25.6%
497 FNDC SCHWAB STRATEGIC TR 100.0 $5K 0.00% NEW $48.35 +5.1%
498 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 79.0 $5K 0.00% NEW $60.67 +24.2%
499 RY ROYAL BK CDA Financial Services 23.0 $5K 0.00% NEW $208.09 -2.2%
500 EQH EQUITABLE HLDGS INC Financial Services 109.0 $5K 0.00% NEW $43.88 +12.5%
Page 25 of 31  ·  619 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 31.4%
Technology 24.5%
Healthcare 17.2%
Consumer Cyclical 7.2%
Industrials 6.2%
Communication Services 3.6%
Consumer Defensive 2.8%
Real Estate 2.2%
Basic Materials 1.7%
Utilities 1.7%