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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 7 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HYMB SPDR SERIES TRUST 3,987.0 $101K 0.05% NEW $25.44 -3.7%
122 INTC INTEL CORP Technology 726.0 $101K 0.05% NEW $139.66 -36.3%
123 ITA ISHARES TR 417.0 $101K 0.05% NEW $242.42 -7.0%
124 UNP UNION PAC CORP Industrials 370.0 $101K 0.05% NEW $272.00 +6.8%
125 VEA VANGUARD TAX-MANAGED FDS 1,399.0 $100K 0.05% NEW $71.26 +1.2%
126 DGRW WISDOMTREE TR 1,027.0 $98K 0.05% NEW $95.62 +3.0%
127 IQDG WISDOMTREE TR 2,207.0 $95K 0.05% NEW $43.08 +2.0%
128 WTAI WISDOMTREE TR 1,960.0 $93K 0.05% NEW $47.47 -16.1%
129 MRVL MARVELL TECHNOLOGY INC Technology 307.0 $92K 0.05% NEW $298.32 -29.5%
130 IWN ISHARES TR 413.0 $91K 0.05% NEW $221.20 -0.6%
131 FROG JFROG LTD Technology 1,000.0 $91K 0.05% NEW $90.88 +1.0%
132 MA MASTERCARD INCORPORATED Financial Services 172.0 $88K 0.04% NEW $513.60 +13.1%
133 RTX RTX CORPORATION Industrials 460.0 $87K 0.04% NEW $189.67 +8.2%
134 CL COLGATE PALMOLIVE CO Consumer Defensive 938.0 $86K 0.04% NEW $91.65 -2.2%
135 ROOT INC 1,517.0 $85K 0.04% NEW $55.92
136 DEM WISDOMTREE TR 1,567.0 $84K 0.04% NEW $53.79 +4.2%
137 SCHB SCHWAB STRATEGIC TR 2,864.0 $83K 0.04% NEW $28.96 +1.5%
138 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 261.0 $83K 0.04% NEW $317.53 -16.3%
139 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 4,814.0 $83K 0.04% NEW $17.17 +7.5%
140 LIN LINDE PLC Basic Materials 156.0 $81K 0.04% NEW $517.40 -5.9%
Page 7 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%