What does COLUMBIA ADVISORY PARTNERS LLC hold?

COLUMBIA ADVISORY PARTNERS LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include WT, WT, WT. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1808179.

What is COLUMBIA ADVISORY PARTNERS LLC's AUM?

COLUMBIA ADVISORY PARTNERS LLC reported approximately $181.2M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $312.6M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source COLUMBIA ADVISORY PARTNERS LLC's holdings?

All COLUMBIA ADVISORY PARTNERS LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1808179. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is COLUMBIA ADVISORY PARTNERS LLC's 13F data updated on 13F Pro?

COLUMBIA ADVISORY PARTNERS LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

COLUMBIA ADVISORY PARTNERS LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1808179

Institutional-grade research for retail investors

Sector Allocation

Financials50.9%$92.2M
Other41.1%$74.5M
Technology5.0%$9.0M
Consumer Discretionary1.3%$2.4M
Consumer Staples0.9%$1.6M
Energy0.5%$885,927
Industrials0.3%$449,026
Healthcare0.1%$232,161

AUM History

13fpro.ai/research/fund/columbia-advisory-partners-llc-1808179

Conviction and streaks

Concentrating · top 10 = 56.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$WTConviction hold15.8% weight · held 8 quarters

$WTConviction hold11.6% weight · held 8 quarters

$Conviction hold5.0% weight · held 8 quarters

$Conviction hold4.1% weight · held 6 quarters

$Conviction hold2.6% weight · held 7 quarters

$Accumulating+21% shares · 4 quarters running

$Accumulating+116% shares · 3 quarters running

$Accumulating+241% shares · 3 quarters running

$TSLAAccumulating+23% shares · 3 quarters running

$Accumulating+24% shares · 3 quarters running

$Trimming-88% shares · 10 quarters running

$Trimming-97% shares · 9 quarters running

$Trimming-55% shares · 7 quarters running

$Trimming-77% shares · 7 quarters running

$Trimming-78% shares · 6 quarters running

Largest positions — Q3 2026

WT
$28.5M
WT
$21.1M
WT
$11.3M
J
$9.1M
INNOVATOR
$7.4M
WT
$6.6M
ISHARES
$4.8M
IVZ
$4.6M
WT
$4.2M
INNOVATOR
$4.0M
WT
$3.7M
INNOVATOR
$3.6M
IVZ
$3.3M
MU
$3.1M
ISHARES
$3.0M
CEF
$2.9M
ISHARES
$2.7M
AMERICAN
$2.6M
SCHWAB
$2.6M
PSLV
$2.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/columbia-advisory-partners-llc-1808179

COLUMBIA ADVISORY PARTNERS LLC 13F holdings — Q3 2026

$181.2M portfolio (-0.1% QoQ) · 100 holdings · Q3 2026 13F · top 10 are 56% of the stock portfolio

1
WisdomTree, Inc.
$WT
$28.5M
15.8% of stocks
-5%This quarter-2.9%Since filed8 qtrsHeld
AIQuality61.4#790Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
2
WisdomTree, Inc.
$WT
$21.1M
11.6% of stocks
-6%This quarter-2.9%Since filed8 qtrsHeld
AIQuality61.4#790Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
3
WisdomTree, Inc.
$WT
$11.3M
6.2% of stocks
+442%This quarter-2.9%Since filed8 qtrsHeld
AIQuality61.4#790Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
4
J P MORGAN EXCHANGE TRADED F - US VALUE FACTR
$9.1M
5.0% of stocks
-5%This quarter—Since filed—Held
AIQuality—Est. buy—
5
INNOVATOR ETFS TRUST - LADDERED ALC BFR
$7.4M
4.1% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
6
WisdomTree, Inc.
$WT
$6.6M
3.6% of stocks
-4%This quarter-2.9%Since filed8 qtrsHeld
AIQuality61.4#790Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
7
ISHARES TR - MSCI USA MMENTM
$4.8M
2.6% of stocks
-5%This quarter—Since filed—Held
AIQuality—Est. buy—
8
Invesco Ltd.
$IVZ
$4.6M
2.5% of stocks
-2%This quarter-0.9%Since filed11+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
9
WisdomTree, Inc.
$WT
$4.2M
2.3% of stocks
-5%This quarter-2.9%Since filed8 qtrsHeld
AIQuality61.4#790Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
10
INNOVATOR ETFS TRUST - LADERD ALCTN PWR
$4.0M
2.2% of stocks
-4%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	WisdomTree, Inc.$WT	$28.5M	15.8%	-5%	-2.9%	8 qtrsAdded 3 qtrs in a row	61.4#790	Estimated buy price is Pro: unlock with a free trial
2	WisdomTree, Inc.$WT	$21.1M	11.6%	-6%	-2.9%	8 qtrsAdded 3 qtrs in a row	61.4#790	Estimated buy price is Pro: unlock with a free trial
3	WisdomTree, Inc.$WT	$11.3M	6.2%	+442%	-2.9%	8 qtrsAdded 3 qtrs in a row	61.4#790	Estimated buy price is Pro: unlock with a free trial
4	J P MORGAN EXCHANGE TRADED F - US VALUE FACTR	$9.1M	5.0%	-5%	—	—	—	—
5	INNOVATOR ETFS TRUST - LADDERED ALC BFR	$7.4M	4.1%	-3%	—	—	—	—
6	WisdomTree, Inc.$WT	$6.6M	3.6%	-4%	-2.9%	8 qtrsAdded 3 qtrs in a row	61.4#790	Estimated buy price is Pro: unlock with a free trial
7	ISHARES TR - MSCI USA MMENTM	$4.8M	2.6%	-5%	—	—	—	—
8	Invesco Ltd.$IVZ	$4.6M	2.5%	-2%	-0.9%	11+ qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
9	WisdomTree, Inc.$WT	$4.2M	2.3%	-5%	-2.9%	8 qtrsAdded 3 qtrs in a row	61.4#790	Estimated buy price is Pro: unlock with a free trial
10	INNOVATOR ETFS TRUST - LADERD ALCTN PWR	$4.0M	2.2%	-4%	—	—	—	—

All holdings — COLUMBIA ADVISORY PARTNERS LLC (Q3 2026)

Sort

100 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$WT	WisdomTree, Inc.	Financials	$3.7M	2.1%	82K	-3%	8 qtrsAdded 3 qtrs in a row	61.4	13F
12	—	INNOVATOR ETFS TRUST - QUITY MANAGD FLR	—	$3.6M	2.0%	93K	-6%	—	—	13F
13	$IVZ	Invesco Ltd.	Financials	$3.3M	1.8%	16K	New	11+ qtrsAdded 3 qtrs in a row	—	13F
14	$MU	MICRON TECHNOLOGY INC	Technology	$3.1M	1.7%	2,936	+8%	11+ qtrs	89.7	13F
15	—	ISHARES TR - MSCI INTL MOMENTetf/fund	—	$3.0M	1.6%	57K	-2%	—	—	13F
16	$CEF	Sprott Physical Gold & Silver Trust	Financials	$2.9M	1.6%	69K	-0.6%	11+ qtrs	—	13F
17	—	ISHARES TR - CORE S&P US GWTetf/fund	—	$2.7M	1.5%	14K	—	—	—	13F
18	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund	—	$2.6M	1.5%	28K	+0.7%	—	—	13F
19	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$2.6M	1.4%	80K	-4%	—	—	13F
20	$PSLV	Sprott Physical Silver Trust	Financials	$2.1M	1.1%	107K	+17%	11+ qtrsAdded 2 qtrs in a row	—	13F
21	$AAPL	Apple Inc.	Technology	$2.0M	1.1%	5,892	+0.3%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	—	VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund	—	$1.9M	1.1%	5,085	+24%	—	—	13F
23	—	ISHARES U S ETF TR - INT RT HDG C Betf/fund	—	$1.6M	0.9%	17K	-9%	—	—	13F
24	—	SPROTT FDS TR - COPPER MINER ETFetf/fund	—	$1.6M	0.9%	37K	+14%	—	—	13F
25	—	FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETFetf/fund	—	$1.5M	0.8%	65K	-1%	—	—	13F
26	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.5M	0.8%	6,113	+2%
27	—	FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD	—	$1.5M	0.8%	49K	-0.7%
28	—	VANGUARD INDEX FDS - MRNGSTR MD CP VA	—	$1.5M	0.8%	7,664	-7%
29	$MSFT	MICROSOFT CORP	Technology	$1.4M	0.8%	2,698	+5%
30	—	FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD	—	$1.4M	0.8%	33K	-6%
31	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.4M	0.8%	1,508	-0.3%
32	$PHYS	Sprott Physical Gold Trust	Financials	$1.4M	0.8%	43K	+20%
33	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$1.3M	0.7%	37K	+0.8%
34	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$1.3M	0.7%	23K	+136%
35	—	INNOVATOR ETFS TRUST - DEFINED WLT SHLD	—	$1.3M	0.7%	37K	-19%
36	—	VANECK ETF TRUST - OIL SERVICES ETF	—	$1.2M	0.7%	3,274	+47%
37	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$1.2M	0.6%	25K	-0.4%
38	—	ISHARES TR - 0-3 MTH TREASURY	—	$1.2M	0.6%	11K	+27%
39	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$1.0M	0.6%	1,442	+37%
40	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	—	$973K	0.5%	10K	-4%
41	—	FIRST TR EXCH TRADED FD III - PFD SECS INC ETF	—	$838K	0.5%	49K	+0.4%
42	$NVDA	NVIDIA CORP	Technology	$813K	0.5%	3,558	+18%
43	—	JANUS DETROIT STR TR - HENDRSON AAA CL	—	$720K	0.4%	14K	+100%
44	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	—	$720K	0.4%	7,855	+17%
45	—	JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP	—	$708K	0.4%	7,944	-0.1%
46	$XOM.R34088	EXXON MOBIL CORP	Energy	$596K	0.3%	3,663	-3%
47	$BXSL	Blackstone Secured Lending Fund	Other	$582K	0.3%	24K	+6%
48	—	FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI	—	$559K	0.3%	35K	+225%
49	—	PACER FDS TR - US CASH COWS 100	—	$553K	0.3%	8,287	—
50	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$548K	0.3%	2,349	-3%
51	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$546K	0.3%	3,271	—
52	—	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	—	$539K	0.3%	13K	-4%
53	$SBUX	STARBUCKS CORP	Consumer Discretionary	$510K	0.3%	5,426	+40%
54	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$485K	0.3%	3,215	New
55	$IVZ	Invesco Ltd.	Financials	$481K	0.3%	7,563	-18%
56	—	FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT	—	$474K	0.3%	9,774	-22%
57	—	GLOBAL X FDS - ARTIFICIAL ETF	—	$461K	0.3%	7,081	+6%
58	$WT	WisdomTree, Inc.	Financials	$429K	0.2%	8,240	-24%
59	$GOOGL	Alphabet Inc.	Technology	$422K	0.2%	1,226	+9%
60	—	GLOBAL X FDS - GLOBAL X SILVER	—	$414K	0.2%	4,809	-1%
61	$GS	GOLDMAN SACHS GROUP INC	Financials	$408K	0.2%	4,080	+23%
62	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$393K	0.2%	12K	+7%
63	—	VANGUARD WHITEHALL FDS - INTL DVD ETF	—	$384K	0.2%	4,067	-19%
64	$ETHW	Bitwise Ethereum ETF	Financials	$361K	0.2%	19K	-13%
65	—	ISHARES TR - CORE S&P500 ETF	—	$358K	0.2%	468	+28%
66	—	VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX	—	$348K	0.2%	2,856	+19%
67	$TSLA	Tesla, Inc.	Consumer Discretionary	$335K	0.2%	945	+21%
68	$BITB	Bitwise Bitcoin ETF	Financials	$332K	0.2%	7,310	+0.3%
69	—	SPDR SERIES TRUST - ST STR CONV ETF	—	$296K	0.2%	2,925	New
70	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	—	$295K	0.2%	7,886	-0.0%
71	$STX	Seagate Technology Holdings plc	Technology	$294K	0.2%	319	+1%
72	$CVX	CHEVRON CORP	Energy	$290K	0.2%	1,419	-3%
73	—	FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD	—	$279K	0.1%	6,267	+0.7%
74	—	FIRST TR EXCHANGE-TRADED FD - FT VEST GOLD	—	$270K	0.1%	13K	+6%
75	—	FIRST TR EXCHANGE TRADED FD - INTL DEV STRNGTH	—	$269K	0.1%	6,724	+6%
76	—	TIDAL TRUST II - ROUNDHILL GENER	—	$265K	0.1%	2,885	—
77	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$264K	0.1%	5,378	-78%
78	—	GLOBAL X FDS - NASDAQ 100 COVER	—	$258K	0.1%	14K	+14%
79	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$258K	0.1%	3,287	-20%
80	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$255K	0.1%	1,644	+13%
81	$PLTR	Palantir Technologies Inc.	Technology	$254K	0.1%	1,358	New
82	$GLDM	World Gold Trust	Financials	$245K	0.1%	2,984	New
83	$COIN	Coinbase Global, Inc.	Financials	$245K	0.1%	1,314	New
84	$RTX	RTX Corp	Industrials	$245K	0.1%	1,318	+17%
85	—	GLOBAL X FDS - RUSSELL 2000	—	$243K	0.1%	16K	+13%
86	—	ISHARES TR - FUTU AI TECH ETF	—	$236K	0.1%	3,014	—
87	—	VANGUARD WORLD FD - UTILITIES ETF	—	$236K	0.1%	1,380	New
88	—	FIRST TR EXCHANGE-TRADED FD - INDXX NAT RE ETF	—	$226K	0.1%	13K	-0.7%
89	—	ISHARES TR - FALN ANGLS USD	—	$224K	0.1%	8,622	+13%
90	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$222K	0.1%	486	+2%
91	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$222K	0.1%	6,652	-10%
92	—	ETFIS SER TR I - VIRTUS INFRCAP	—	$221K	0.1%	11K	+15%
93	$JNJ	JOHNSON & JOHNSON	Healthcare	$221K	0.1%	834	+4%
94	—	ISHARES TR - CORE S&P MCP ETF	—	$219K	0.1%	3,037	—
95	$WMT	Walmart Inc.	Consumer Staples	$212K	0.1%	2,042	New
96	$BA	BOEING CO	Industrials	$204K	0.1%	1,098	-35%
97	$GBDC	GOLUB CAPITAL BDC, Inc.	Other	$201K	0.1%	16K	—
98	—	FIRST TR EXCHANGE TRADED FD - RBA INDL ETF	—	$201K	0.1%	1,943	New
99	$GSBD	Goldman Sachs BDC, Inc.	Other	$179K	0.1%	20K	—
100	$HUMA	Humacyte, Inc.	Healthcare	$11K	0.0%	22K	+10%

What changed in Q3 2026

Against the previous quarter's 13F: 8 new, 43 added to, 40 trimmed, 19 sold out. Share-count changes; largest moves by dollar size first.

New positions (8)

$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$485K
first bought this quarter
SPDR SERIES TRUST - ST STR CONV ETF$296K
first bought this quarter
$PLTRPalantir Technologies Inc.$254K
first bought this quarter
$GLDMWorld Gold Trust$245K
first bought this quarter
$COINCoinbase Global, Inc.$245K
first bought this quarter
VANGUARD WORLD FD - UTILITIES ETF$236K
first bought this quarter

+2 more in the Excel export

Added to (43)

J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM+136%
now $1.3M
VANECK ETF TRUST - OIL SERVICES ETF+47%
now $1.2M
FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI+225%
now $559K
VANGUARD INDEX FDS - MRNGSTR TTL STK+24%
now $1.9M
JANUS DETROIT STR TR - HENDRSON AAA CL+100%
now $720K
$PSLVSprott Physical Silver Trust+17%
now $2.1M · held 11+ qtrs, 2 adds in a row

+37 more in the Excel export

Trimmed (40)

$WTWisdomTree, Inc.-5%
now $28.5M · held 8 qtrs
J P MORGAN EXCHANGE TRADED F - US VALUE FACTR-5%
now $9.1M
INNOVATOR ETFS TRUST - DEFINED WLT SHLD-19%
now $1.3M
ISHARES TR - MSCI USA MMENTM-5%
now $4.8M
INNOVATOR ETFS TRUST - QUITY MANAGD FLR-6%
now $3.6M
INNOVATOR ETFS TRUST - LADDERED ALC BFR-3%
now $7.4M

+34 more in the Excel export

Sold out (19)

VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDwas $2.6M
WISDOMTREE TR - YIELD ENHANCEDwas $2.6M
JANUS DETROIT STR TR - HENDERSON MTGwas $2.6M
$BRK-ABERKSHIRE HATHAWAY INCwas $444K
VANECK ETF TRUST - JP MRGAN EM LOCwas $434K
ISHARES TR - NATIONAL MUN ETFwas $433K

+13 more in the Excel export

Firm AUM (Form ADV): $312.6M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F COLUMBIA ADVISORY PARTNERS LLC has filed, 19 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of COLUMBIA ADVISORY PARTNERS's top 20 holdings: 63/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)

Top 10 since filing

-2.7%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 28% over the last 4

Top 10 weight

56%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

97%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

COLUMBIA ADVISORY PARTNERS LLC disclosed 100 positions worth $181.2M in its Form 13F-HR for Q3 2026, led by $WT (WisdomTree, Inc.) at 15.8% of the equity portfolio, followed by $WT and $WT. During the quarter the fund opened 8 new positions and exited 19 — including a new stake in $SPCX. The portfolio is most concentrated in Financials (50.9% of disclosed assets). All figures are sourced directly from COLUMBIA ADVISORY PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 1808179.

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AI-Powered Hedge Fund Analysis: COLUMBIA ADVISORY PARTNERS LLC

13F Pro is an AI hedge fund tracker and stock research platform. For COLUMBIA ADVISORY PARTNERS LLC (SEC CIK: 1808179), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in COLUMBIA ADVISORY PARTNERS LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.