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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 31 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 PLUG PLUG PWR INC Industrials 73.0 $198.0 NEW $2.71 -22.9%
602 ATLANTA BRAVES HLDGS INC 3.0 $169.0 NEW $56.33
603 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 3.0 $154.0 NEW $51.33 +30.9%
604 NANC TIDAL TRUST I 3.0 $152.0 NEW $50.67 +0.8%
605 ICF ISHARES TR 2.0 $148.0 NEW $74.00 -9.1%
606 FENI FIDELITY COVINGTON TRUST 3.0 $121.0 NEW $40.33 +1.6%
607 EMB ISHARES TR 1.0 $114.0 NEW $114.00 -17.5%
608 PDBC INVESCO ACTVELY MNGD ETC FD 7.0 $108.0 NEW $15.43 +23.5%
609 SIX FLAGS ENTERTAINMENT CORP 4.0 $86.0 NEW $21.50
610 SLYG SPDR SERIES TRUST 1.0 $78.0 NEW $78.00 +43.5%
611 PTON PELOTON INTERACTIVE INC Consumer Cyclical 12.0 $71.0 NEW $5.92 -14.0%
612 VERI VERITONE INC Technology 50.0 $69.0 NEW $1.38 -43.1%
613 FDHY FIDELITY COVINGTON TRUST 1.0 $61.0 NEW $61.00 -19.9%
614 NNDM NANO DIMENSION LTD Technology 40.0 $58.0 NEW $1.45 +7.6%
615 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 1.0 $53.0 NEW $53.00 -13.0%
616 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 2.0 $52.0 NEW $26.00 +31.4%
617 QIAGEN NV 1.0 $20.0 NEW $20.00
618 EGHT 8X8 INC NEW Technology 6.0 $11.0 NEW $1.83 +0.4%
619 BND VANGUARD BD INDEX FDS $2.0 NEW
Page 31 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%