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COLUMBIA ADVISORY PARTNERS LLC

Q2 2026 · 13F-HR

COLUMBIA ADVISORY PARTNERS LLCholdings as filed

Filed 2026-07-23 · accession 0001808179-26-000005

$181.3M
Reported value
111
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
97717Y477QGRWWISDOMTREE TR$28.8M15.9%436,638CommonNONE
97717X669DGRWWISDOMTREE TR$22.0M12.1%229,630CommonNONE
46641Q753JVALJ P MORGAN EXCHANGE TRADED F$9.7M5.35%165,339CommonNONE
45783Y756BUFBINNOVATOR ETFS TRUST$7.4M4.08%188,191CommonSOLE
97717W547WTVWISDOMTREE TR$6.8M3.74%66,582CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$5.5M3.03%32,238CommonNONE
46432F396MTUMISHARES TR$5.4M3.00%15,883CommonNONE
97717X651DGRSWISDOMTREE TR$4.7M2.60%79,482CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$4.1M2.24%76,934CommonSOLE
97717X263DDWMWISDOMTREE TR$3.9M2.16%84,667CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$3.8M2.11%99,244CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.1M1.73%2,723CommonNONE
46434V449IMTMISHARES TR$3.1M1.71%58,018CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$2.8M1.54%69,291CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$2.7M1.49%27,936CommonNONE
464287671IUSGISHARES TR$2.7M1.47%14,190CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$2.6M1.46%33,425CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.6M1.46%83,265CommonSOLE
97717Y808SHAGWISDOMTREE TR$2.6M1.45%55,437CommonNONE
47103U852JMBSJANUS DETROIT STR TR$2.6M1.44%58,082CommonNONE
97717Y527USFRWISDOMTREE TR$2.1M1.15%41,392CommonNONE
97717W430HYZDWISDOMTREE TR$2.0M1.10%88,506CommonNONE
46431W705LQDHISHARES U S ETF TR$1.7M0.96%18,768CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$1.7M0.95%91,538CommonSOLE
037833100AAPLAPPLE INC$1.7M0.94%5,873CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$1.6M0.90%65,463CommonNONE
922908512VOEVANGUARD INDEX FDS$1.6M0.90%8,233CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$1.6M0.86%45,575CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$1.5M0.85%35,497CommonNONE
922908769VTIVANGUARD INDEX FDS$1.5M0.83%4,087CommonSOLE
023135106AMZNAMAZON COM INC$1.4M0.79%5,979CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.4M0.78%1,513CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$1.3M0.74%49,345CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.3M0.69%37,110CommonSOLE
85208P881COPPSPROTT FDS TR$1.3M0.69%32,671CommonSOLE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$1.2M0.66%25,010CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$1.1M0.60%36,229CommonSOLE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$1.0M0.56%10,808CommonNONE
594918104MSFTMICROSOFT CORP$955,3380.53%2,561CommonNONE
46436E718SGOVISHARES TR$905,3250.50%8,993CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$875,0830.48%48,942CommonNONE
92189H607OIHVANECK ETF TRUST$829,2550.46%2,229CommonSOLE
922908363VOOVANGUARD INDEX FDS$723,3900.40%1,053CommonSOLE
47804J107JHMLJOHN HANCOCK EXCHANGE TRADED$709,3340.39%7,954CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$624,0920.34%12,537CommonSOLE
78468R663BILSPDR SERIES TRUST$617,6540.34%6,740CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$605,9640.33%3,271CommonNONE
67066G104NVDANVIDIA CORPORATION$603,2880.33%3,015CommonNONE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$598,3520.33%13,870CommonSOLE
97717Y857USMFWISDOMTREE TR$589,4870.33%10,868CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$570,2360.31%2,410CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$567,1340.31%9,262CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$559,1530.31%9,900CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$543,6700.30%22,930CommonNONE
30231G102XOMEXXON MOBIL CORP$516,5280.28%3,778CommonSOLE
69374H881COWZPACER FDS TR$515,4530.28%8,287CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$467,2740.26%5,004CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$444,3460.25%888CommonSOLE
37954Y632AIQGLOBAL X FDS$438,0370.24%6,676CommonNONE
92189H300EMLCVANECK ETF TRUST$433,9320.24%16,977CommonNONE
464288414MUBISHARES TR$432,9550.24%4,023CommonNONE
808524607SCHASCHWAB STRATEGIC TR$405,8210.22%11,232CommonNONE
02079K305GOOGLALPHABET INC$402,7560.22%1,127CommonNONE
855244109SBUXSTARBUCKS CORP$396,8040.22%3,883CommonNONE
37954Y848SILGLOBAL X FDS$377,1530.21%4,869CommonSOLE
464288158SUBISHARES TR$374,1360.21%3,514CommonNONE
097023105BABOEING CO$367,9990.20%1,700CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$364,6500.20%7,790CommonNONE
47103U845JAAAJANUS DETROIT STR TR$360,2460.20%7,135CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$331,2870.18%3,308CommonSOLE
922908629VOVANGUARD INDEX FDS$330,2560.18%4,099CommonNONE
88160R101TSLATESLA INC$329,7500.18%784CommonSOLE
97717X867ELDWISDOMTREE TR$322,3580.18%11,232CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$312,0390.17%2,393CommonSOLE
46435G672IAGGISHARES TR$304,5610.17%6,019CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$303,9750.17%315CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$291,7910.16%6,025CommonNONE
464288687PFFISHARES TR$291,1490.16%9,549CommonNONE
92189H409HYDVANECK ETF TRUST$289,3830.16%5,618CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$288,1120.16%7,887CommonNONE
88636J600CHATTIDAL TRUST II$284,6920.16%2,885CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$278,3900.15%6,221CommonNONE
464287200IVVISHARES TR$273,4700.15%365CommonSOLE
33738R662FICSFIRST TR EXCHANGE TRADED FD$265,3260.15%6,351CommonSOLE
33733E856IGLDFIRST TR EXCHANGE-TRADED FD$264,3450.15%12,552CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$256,4100.14%7,366CommonNONE
091955104ETHWBITWISE ETHEREUM ETF$244,4260.13%21,669CommonNONE
166764100CVXCHEVRON CORPORATION$243,3360.13%1,468CommonSOLE
580135101MCDMCDONALDS CORP$236,2510.13%874CommonNONE
464287507IJHISHARES TR$234,1830.13%3,037CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$232,2280.13%7,289CommonNONE
46435U556ARTYISHARES TR$229,5480.13%3,014CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$229,1440.13%1,450CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$227,3230.13%476CommonNONE
37954Y483QYLDGLOBAL X FDS$225,8600.12%12,255CommonSOLE
37954Y459RYLDGLOBAL X FDS$222,7570.12%13,931CommonSOLE
88636J295COPZTIDAL TRUST II$222,6980.12%16,208CommonSOLE
33734X838FTRIFIRST TR EXCHANGE-TRADED FD$215,4480.12%13,576CommonSOLE
75513E101RTXRTX CORPORATION$213,8800.12%1,127CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$210,2340.12%2,121CommonNONE
33734X853FPXIFIRST TR EXCHANGE-TRADED FD$207,7590.11%2,481CommonNONE
46435G474FALNISHARES TR$207,5960.11%7,621CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$205,1270.11%15,926CommonNONE
33738R696DDIVFIRST TR EXCHANGE TRADED FD$204,0300.11%4,525CommonNONE
478160104JNJJOHNSON & JOHNSON$203,4300.11%801CommonSOLE
26923G822PFFAETFIS SER TR I$201,1330.11%9,778CommonSOLE
38147U107GSBDGOLDMAN SACHS BDC INC$187,1350.10%19,740CommonNONE
85208P709LITPSPROTT FDS TR$183,6650.10%14,703CommonSOLE
33738R100MDIVFIRST TR EXCHANGE TRADED FD$179,8580.10%10,884CommonSOLE
44486Q103HUMAHUMACYTE INC$15,5750.01%19,958CommonSOLE
74836W203QRHCQUEST RESOURCE HLDG CORP$12,6000.01%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.