COLUMBIA ADVISORY PARTNERS LLC

Est. AUM

$156.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WISDOMTREE TR	US QUALITY GROW	$22.8M	426047	14.53%	SOLE
2	WISDOMTREE TR	US QTLY DIV GRT	$19.9M	226430	12.70%	SOLE
3	J P MORGAN EXCHANGE TRADED F	US VALUE FACTR	$8.0M	163496	5.10%	SOLE
4	INNOVATOR ETFS TRUST	LADDERED ALC BFR	$6.6M	183120	4.20%	SOLE
5	WISDOMTREE TR	WISDOMTREE US VA	$6.1M	64791	3.92%	SOLE
6	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$4.6M	31616	2.93%	SOLE
7	WISDOMTREE TR	US S CAP QTY DIV	$4.2M	78681	2.66%	SOLE
8	ISHARES TR	MSCI USA MMENTM	$3.8M	16035	2.46%	SOLE
9	INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$3.7M	74954	2.36%	SOLE
10	WISDOMTREE TR	DYNAMIC INTL EQT	$3.6M	81835	2.30%	SOLE
11	INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$3.4M	96978	2.19%	SOLE
12	WISDOMTREE TR	YIELD ENHANCED	$3.2M	66393	2.02%	SOLE
13	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$3.1M	65766	2.00%	SOLE
14	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.8M	34798	1.76%	SOLE
15	ISHARES TR	MSCI INTL MOMENT	$2.7M	56271	1.72%	SOLE
16	JANUS DETROIT STR TR	HENDERSON MTG	$2.7M	58932	1.70%	SOLE
17	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.6M	83531	1.64%	SOLE
18	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.2M	27345	1.41%	SOLE
19	ISHARES TR	CORE S&P US GWT	$2.2M	14190	1.40%	SOLE
20	SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$2.1M	86992	1.35%	SOLE
21	WISDOMTREE TR	FLOATNG RAT TREA	$2.1M	40836	1.31%	SOLE
22	WISDOMTREE TR	HEDGED HI YLD BD	$2.0M	89514	1.26%	SOLE
23	ISHARES U S ETF TR	INT RT HDG C B	$1.7M	18784	1.11%	SOLE
24	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$1.6M	65677	1.04%	SOLE
25	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.6M	8502	1.00%	SOLE
26	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$1.5M	45586	0.97%	SOLE
27	COSTCO WHOLESALE CORPORATION	COM	$1.5M	1518	0.97%	SOLE
28	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$1.5M	34571	0.96%	SOLE
29	APPLE INC	COM	$1.5M	5842	0.95%	SOLE
30	FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$1.4M	49908	0.91%	SOLE
31	VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	4248	0.87%	SOLE
32	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$1.3M	37108	0.84%	SOLE
33	AMAZON COM INC	COM	$1.3M	6025	0.80%	SOLE
34	FIRST TR EXCHANGE-TRADED FD	SHS	$1.2M	25066	0.75%	SOLE
35	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	2425	0.74%	SOLE
36	SPROTT FDS TR	COPPER MINER ETF	$1.1M	29551	0.67%	SOLE
37	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$979K	10556	0.62%	SOLE
38	MICRON TECHNOLOGY INC	COM	$968K	2866	0.62%	SOLE
39	SCHWAB STRATEGIC TR	US LCAP GR ETF	$951K	32639	0.61%	SOLE
40	MICROSOFT CORP	COM	$912K	2464	0.58%	SOLE
41	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$890K	50131	0.57%	SOLE
42	EXXON MOBIL CORP	COM	$646K	3808	0.41%	SOLE
43	JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$621K	7933	0.40%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$618K	6740	0.39%	SOLE
45	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$612K	12295	0.39%	SOLE
46	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$581K	2701	0.37%	SOLE
47	SELECT SECTOR SPDR TR	STATE STREET IND	$573K	3540	0.37%	SOLE
48	PACER FDS TR	US CASH COWS 100	$561K	8960	0.36%	SOLE
49	WISDOMTREE TR	US MULTIFACTOR	$555K	11234	0.35%	SOLE
50	NVIDIA CORPORATION	COM	$552K	3163	0.35%	SOLE

1–50 of 92

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.