Financial Advisory Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Financial Advisory Partners, LLC reported 66 stock positions worth $354.6 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 15.1% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 9.6%) and Vanguard Mrngstr Val ETF-Aui (VTV, 4.3%). Compared with Q3 2025, it opened 1 new position, sold out of 4, added to 31 and reduced 30. The biggest buy was Vanguard Int-Term Corporate (VCIT, shares +9%) and the biggest sale Oracle (ORCL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- WINTER PARK, FL
- CIK
- 0001994252
- Portfolio Value
- $354.6M (Q4 2025)
- SEC Filing
- 0001994252-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 66 stocks · $354.6M
| VCIT Vanguard Int-Term Corporate | 15.11% | 639,920 | $53.6M | Add +9.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 9.64% | 70,041 | $34.2M | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 4.29% | 79,678 | $15.2M | Add +1.8% |
| SGOV iShares 0-3 Month Treasury B | 4.27% | 150,672 | $15.1M | Add +19.7% |
| VGIT Vanguard Intermediate-Term T | 3.78% | 223,577 | $13.4M | Add +10.3% |
| FLOT iShares Floating Rate Bond E | 3.75% | 261,316 | $13.3M | Add +11.6% |
| VIG Vanguard Dividend Apprec ETF | 3.07% | 49,557 | $10.9M | Add +0.1% |
| SPHY SS SPDR P High Yield ETF | 3.00% | 449,158 | $10.6M | Add +8.1% |
| AVGO Broadcom Inc. | 2.42% | 24,749 | $8.6M | Reduce -5.2% |
| VGT Vanguard Info Tech ETF | 1.98% | 9,333 | $7.0M | Add +0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.90% | 152,003 | $6.8M | Add +2.4% |
| MS Morgan Stanley | 1.71% | 34,063 | $6.0M | Reduce -1.2% |
| AAPL Apple Inc. | 1.70% | 22,208 | $6.0M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 1.68% | 18,505 | $6.0M | Reduce -2.9% |
| WMT Walmart Inc. | 1.67% | 53,124 | $5.9M | Reduce -2.5% |
| PH Parker Hannifin Corp. | 1.65% | 6,668 | $5.9M | Reduce -0.9% |
| MSFT Microsoft Corp. | 1.56% | 11,455 | $5.5M | Reduce -4.8% |
| VDC Vanguard Consumer Staple ETF | 1.55% | 25,983 | $5.5M | Add +3.3% |
| GOOGL Alphabet Inc. Class A | 1.53% | 17,383 | $5.4M | Reduce -0.9% |
| VIS Vanguard Industrials ETF | 1.40% | 16,649 | $5.0M | Add +1.3% |
| PFF iShares Preferred & Income S | 1.36% | 155,211 | $4.8M | Reduce -1.7% |
| VCLT Vanguard Long-Term Corp. Bond | 1.35% | 63,214 | $4.8M | Add +7.4% |
| NEE Nextera Energy Inc. | 1.32% | 58,200 | $4.7M | Reduce -0.9% |
| BKLN Invesco Senior Loan ETF | 1.30% | 220,045 | $4.6M | Add +10.9% |
| RSG Republic Services Inc. | 1.29% | 21,603 | $4.6M | Reduce -1.4% |
| SRE Sempra | 1.21% | 48,783 | $4.3M | Add +0.4% |
| CB Chubb Ltd. | 1.21% | 13,798 | $4.3M | Reduce -0.6% |
| V Visa Inc. Class A | 1.15% | 11,585 | $4.1M | Reduce -1.6% |
| JNJ Johnson & Johnson | 1.13% | 19,337 | $4.0M | Reduce -0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.13% | 15,498 | $4.0M | Add +1.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.10% | 13,481 | $3.9M | Add +1.9% |
| HIG Hartford Insurance Group Inc. | 1.06% | 27,379 | $3.8M | Add +0.0% |
| UNP Union Pacific Corp. | 1.05% | 16,087 | $3.7M | Add +0.1% |
| SYK Stryker Corp. | 1.03% | 10,394 | $3.7M | Reduce -0.8% |
| MDT Medtronic PLC | 1.00% | 37,033 | $3.6M | Add +0.2% |
| LOW Lowe's Cos Inc. | 1.00% | 14,743 | $3.6M | Add +0.9% |
| LMT Lockheed Martin Corp. | 0.98% | 7,196 | $3.5M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 0.95% | 23,613 | $3.4M | Reduce -0.8% |
| NXPI NXP Semiconductors NV | 0.95% | 15,455 | $3.4M | Add +0.8% |
| ORCL Oracle Corp. | 0.94% | 17,141 | $3.3M | Reduce -2.9% |
| SYY Sysco Corp. | 0.87% | 42,024 | $3.1M | Reduce -1.1% |
| PAYX Paychex Inc. | 0.85% | 26,857 | $3.0M | Reduce -0.1% |
| CVX Chevron Corp. | 0.82% | 19,171 | $2.9M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.77% | 22,788 | $2.7M | Reduce -0.3% |
| PEP Pepsico Inc. | 0.74% | 18,391 | $2.6M | Add +1.7% |
| PKG Packaging Corp. of America | 0.73% | 12,475 | $2.6M | Add +0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.65% | 28,924 | $2.3M | Add +5.8% |
| MRK Merck & Co. Inc. | 0.58% | 19,673 | $2.1M | Reduce -0.2% |
| IDV iShares International Select | 0.53% | 48,012 | $1.9M | Reduce -0.5% |
| VHT Vanguard Health Care ETF | 0.47% | 5,830 | $1.7M | No change |
| DON Wisdomtree US Midcap Dividen | 0.47% | 32,183 | $1.7M | Add +0.6% |
| DES Wisdomtree US Smallcap Divid | 0.47% | 49,605 | $1.7M | Add +1.2% |
| VOO Vanguard S&P 500 ETF | 0.25% | 1,430 | $897K | Reduce -0.4% |
| VFC VF Corp. | 0.18% | 35,503 | $642K | Reduce -3.3% |
| PEG Public Service Enterprise GP | 0.17% | 7,453 | $599K | Reduce -1.8% |
| COST Costco Wholesale Corp. | 0.15% | 630 | $543K | No change |
| KTB Kontoor Brands Inc. | 0.14% | 8,414 | $514K | Reduce -3.4% |
| WEC WEC Energy Group Inc. | 0.14% | 4,861 | $513K | Add +2.5% |
| ED Consolidated Edison Inc. | 0.14% | 4,852 | $482K | No change |
| NVDA Nvidia Corp. | 0.12% | 2,340 | $436K | Reduce -16.8% |
| AMZN Amazon.com Inc. | 0.11% | 1,725 | $398K | Reduce -21.9% |
| EDIV State Street SPDR S&P Emergi | 0.11% | 10,153 | $397K | Add +0.9% |
| MA Mastercard Inc. Class A | 0.09% | 550 | $314K | No change |
| MUB iShares National Muni Bond E | 0.08% | 2,715 | $291K | New |
| SPIB SS SPDR P Int C Corp. ETF | 0.07% | 7,759 | $262K | Add +1.5% |
| SPAB SS SPDR P Agg Bond ETF | 0.06% | 8,689 | $224K | Add +1.6% |
Portfolio Sells Q3 2025 → Q4 2025
| ORCL Oracle Corp. | Reduce -2.9% | 0.94% | −0.51 |
| MSFT Microsoft Corp. | Reduce -4.8% | 1.56% | −0.26 |
| RSG Republic Services Inc. | Reduce -1.4% | 1.29% | −0.18 |
| SYY Sysco Corp. | Reduce -1.1% | 0.87% | −0.15 |
| INTC Intel Corp. | Sold out | 0.00% | −0.15 |
| PAYX Paychex Inc. | Reduce -0.1% | 0.85% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 0.95% | −0.11 |
| PFF iShares Preferred & Income S | Reduce -1.7% | 1.36% | −0.10 |
| SYK Stryker Corp. | Reduce -0.8% | 1.03% | −0.10 |
| AVGO Broadcom Inc. | Reduce -5.2% | 2.42% | −0.10 |
| LMT Lockheed Martin Corp. | Reduce -0.7% | 0.98% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -2.9% | 1.68% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.07 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.07 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.06 |
| KTB Kontoor Brands Inc. | Reduce -3.4% | 0.14% | −0.06 |
| CVX Chevron Corp. | Reduce -0.3% | 0.82% | −0.05 |
| NVDA Nvidia Corp. | Reduce -16.8% | 0.12% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -21.9% | 0.11% | −0.03 |
| V Visa Inc. Class A | Reduce -1.6% | 1.15% | −0.03 |
| PEG Public Service Enterprise GP | Reduce -1.8% | 0.17% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 0.25% | −0.00 |
| IDV iShares International Select | Reduce -0.5% | 0.53% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 0.77% | +0.02 |
| NEE Nextera Energy Inc. | Reduce -0.9% | 1.32% | +0.02 |
| VFC VF Corp. | Reduce -3.3% | 0.18% | +0.03 |
| WMT Walmart Inc. | Reduce -2.5% | 1.67% | +0.03 |
| AAPL Apple Inc. | Reduce -0.4% | 1.70% | +0.04 |
| CB Chubb Ltd. | Reduce -0.6% | 1.21% | +0.07 |
| JNJ Johnson & Johnson | Reduce -0.8% | 1.13% | +0.07 |
| MRK Merck & Co. Inc. | Reduce -0.2% | 0.58% | +0.10 |
| MS Morgan Stanley | Reduce -1.2% | 1.71% | +0.11 |
| PH Parker Hannifin Corp. | Reduce -0.9% | 1.65% | +0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 1.53% | +0.29 |
Portfolio Buys Q3 2025 → Q4 2025
| VCIT Vanguard Int-Term Corporate | Add +9.1% | 15.11% | +0.71 |
| SGOV iShares 0-3 Month Treasury B | Add +19.7% | 4.27% | +0.56 |
| FLOT iShares Floating Rate Bond E | Add +11.6% | 3.75% | +0.25 |
| VGIT Vanguard Intermediate-Term T | Add +10.3% | 3.78% | +0.22 |
| SPHY SS SPDR P High Yield ETF | Add +8.1% | 3.00% | +0.09 |
| BKLN Invesco Senior Loan ETF | Add +10.9% | 1.30% | +0.09 |
| MUB iShares National Muni Bond E | New | 0.08% | +0.08 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.4% | 1.90% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +5.8% | 0.65% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.8% | 4.29% | +0.03 |
| VCLT Vanguard Long-Term Corp. Bond | Add +7.4% | 1.35% | +0.02 |
| PEP Pepsico Inc. | Add +1.7% | 0.74% | +0.00 |
| SPAB SS SPDR P Agg Bond ETF | Add +1.6% | 0.06% | −0.00 |
| SPIB SS SPDR P Int C Corp. ETF | Add +1.5% | 0.07% | −0.00 |
| EDIV State Street SPDR S&P Emergi | Add +0.9% | 0.11% | −0.00 |
| HIG Hartford Insurance Group Inc. | Add +0.0% | 1.06% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.2% | 1.13% | −0.01 |
| WEC WEC Energy Group Inc. | Add +2.5% | 0.14% | −0.01 |
| DES Wisdomtree US Smallcap Divid | Add +1.2% | 0.47% | −0.01 |
| DON Wisdomtree US Midcap Dividen | Add +0.6% | 0.47% | −0.02 |
| VDC Vanguard Consumer Staple ETF | Add +3.3% | 1.55% | −0.02 |
| VIS Vanguard Industrials ETF | Add +1.3% | 1.40% | −0.02 |
| MDT Medtronic PLC | Add +0.2% | 1.00% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.9% | 1.10% | −0.03 |
| VGT Vanguard Info Tech ETF | Add +0.1% | 1.98% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 3.07% | −0.05 |
| UNP Union Pacific Corp. | Add +0.1% | 1.05% | −0.06 |
| SRE Sempra | Add +0.4% | 1.21% | −0.06 |
| PKG Packaging Corp. of America | Add +0.6% | 0.73% | −0.06 |
| LOW Lowe's Cos Inc. | Add +0.9% | 1.00% | −0.07 |
| NXPI NXP Semiconductors NV | Add +0.8% | 0.95% | −0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.4% | 9.64% | −0.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 74 | $382.7M | VCIT, VUG, VTV, FLOT, VGIT |
| Q1 2026 | 66 | $353.6M | VCIT, VUG, VTV, VGIT, FLOT |
| Q4 2025 | 66 | $354.6M | VCIT, VUG, VTV, SGOV, VGIT |
| Q3 2025 | 69 | $342.4M | VCIT, VUG, VTV, SGOV, VGIT |
| Q2 2025 | 66 | $318.0M | VCIT, VUG, VTV, VGIT, FLOT |
| Q1 2025 | 64 | $298.9M | VCIT, VUG, SHYG, SGOV, VTV |
| Q4 2024 | 66 | $301.1M | VCIT, VUG, SHYG, VTV, AVGO |
| Q3 2024 | 67 | $301.1M | VCIT, VUG, SHYG, VTV, VCLT |
| Q2 2024 | 67 | $267.4M | VCIT, VUG, SHYG, VTV, AVGO |
| Q1 2024 | 66 | $258.8M | VCIT, VUG, SHYG, VTV, PFF |