Frazier Financial Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2002745
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13F Reported Value
ⓘ$198.0M
Holdings
619
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Frazier Financial Advisors, LLC disclosed 619 positions worth $198.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 22 new positions and exited 236. The portfolio is most concentrated in Other (63.4% of disclosed assets). All figures are sourced directly from Frazier Financial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2002745.
AI Fund Analysis
ConcentratingVANGUARD INDEX FDS - S&P 5
30.4% weight
Held 7 quarters
CAPITAL GROUP GBL GROWTH E
8.9% weight
Held 7 quarters
VANGUARD INDEX FDS - TOTAL
7.0% weight
Held 7 quarters
$SPY5.9% weight
Held 7 quarters
$GS4.2% weight
Held 7 quarters
CAPITAL GROUP GBL GROWTH E
7 quarters accumulating
$SNPS7 quarters accumulating
$SO7 quarters accumulating
$WS5 quarters accumulating
ISHARES TR - RUSSELL 2000
5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$60.2M87,648 shCAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT
—Quality
$17.6M414,858 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$13.9M37,633 sh- —
Quality
$11.8M15,750 sh - 73.5
Quality
$8.3M164,299 sh - 59.9
Quality
$6.4M137,883 sh - 59.9
Quality
$5.4M94,923 sh VANGUARD INDEX FDS - SMALL CP ETF
—Quality
$5.4M17,683 sh- 59.9
Quality
$5.0M121,735 sh - 72.6
Quality
$4.2M16,576 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $60.2M | 87,648 |
| CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | — | $17.6M | 414,858 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $13.9M | 37,633 |
| SPDR S&P 500 ETF TRUST$SPY | — | $11.8M | 15,750 |
| GOLDMAN SACHS GROUP INC$GS | 73.5 | $8.3M | 164,299 |
 WisdomTree, Inc.$WT | 59.9 | $6.4M | 137,883 |
| WisdomTree, Inc.$WT | 59.9 | $5.4M | 94,923 |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $5.4M | 17,683 |
| WisdomTree, Inc.$WT | 59.9 | $5.0M | 121,735 |
 AbbVie Inc.$ABBV | 72.6 | $4.2M | 16,576 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Frazier Financial Advisors, LLC's 619 positions.
Showing top 10 of 619 holdings.
Sector Allocation
Other
$125.5M
Financials
$34.1M
Technology
$15.2M
Healthcare
$9.4M
Industrials
$4.5M
Consumer Discretionary
$3.2M
Materials
$1.8M
Consumer Staples
$1.2M
Top Holdings — Frazier Financial Advisors, LLC (Q2 2026)
Top 150 of 619 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $60.2M | 30.4% | +9% | — |
| 2 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $17.6M | 8.9% | +5% | — |
| 3 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $13.9M | 7.0% | +0% | — |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $11.8M | 5.9% | -7% | — |
| 5 | $GS | GOLDMAN SACHS GROUP INC | $8.3M | 4.2% | -24% | 73.5 |
| 6 | $WT | WisdomTree, Inc. | $6.4M | 3.2% | -0% | 59.9 |
| 7 | $WT | WisdomTree, Inc. | $5.4M | 2.7% | +3% | 59.9 |
| 8 | — | VANGUARD INDEX FDS - SMALL CP ETF | $5.4M | 2.7% | +4% | — |
| 9 | $WT | WisdomTree, Inc. | $5.0M | 2.5% | +3% | 59.9 |
| 10 | $ABBV | AbbVie Inc. | $4.2M | 2.1% | -8% | 72.6 |
| 11 |  $AAPL | Apple Inc. | $3.5M | 1.8% | +0% | 76.4 |
| 12 |  $ABT | ABBOTT LABORATORIES | $2.5M | 1.2% | -6% | 65.5 |
| 13 |  $NVDA | NVIDIA CORP | $2.1M | 1.1% | -2% | 85.9 |
| 14 |  $JPM | JPMORGAN CHASE & CO | $2.0M | 1.0% | -6% | 70.7 |
| 15 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $1.8M | 0.9% | +3% | — |
| 16 |  $MSFT | MICROSOFT CORP | $1.7M | 0.8% | -6% | 79.8 |
| 17 | — | CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF | $1.6M | 0.8% | +65% | — |
| 18 |  $ACN | Accenture plc | $1.4M | 0.7% | -1% | — |
| 19 | $WT | WisdomTree, Inc. | $1.2M | 0.6% | -1% | 59.9 |
| 20 |  $BBWI | Bath & Body Works, Inc. | $1.1M | 0.6% | +0% | 69.4 |
| 21 |  $LOAN | MANHATTAN BRIDGE CAPITAL, INC | $970,444 | 0.5% | +5% | — |
| 22 |  $META | Meta Platforms, Inc. | $960,431 | 0.5% | -7% | 79.6 |
| 23 | — | ISHARES TR - CORE S&P500 ETF | $938,325 | 0.5% | -23% | — |
| 24 |  $WOR | WORTHINGTON ENTERPRISES, INC. | $838,963 | 0.4% | -5% | 55.9 |
| 25 |  $ROK | ROCKWELL AUTOMATION, INC | $822,823 | 0.4% | -3% | 63.6 |
| 26 |  $THO | THOR INDUSTRIES INC | $817,290 | 0.4% | +0% | 47.4 |
| 27 | — | SPDR SERIES TRUST - ST STR P500VAL | $763,097 | 0.4% | -10% | — |
| 28 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $731,437 | 0.4% | -4% | — |
| 29 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $697,040 | 0.3% | -85% | — |
| 30 |  $GOOG | Alphabet Inc. | $674,570 | 0.3% | -11% | 78.2 |
| 31 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $635,893 | 0.3% | -0% | — |
| 32 |  $PG | PROCTER & GAMBLE Co | $614,506 | 0.3% | -2% | 64.6 |
| 33 |  $AMAT | APPLIED MATERIALS INC /DE | $598,644 | 0.3% | +3% | 72.3 |
| 34 | — | EA SERIES TRUST - CAMBRIA ENDOWM | $558,888 | 0.3% | +0% | — |
| 35 | $WT | WisdomTree, Inc. | $554,226 | 0.3% | -8% | 59.9 |
| 36 |  $GOOGL | Alphabet Inc. | $512,356 | 0.3% | -4% | 78.2 |
| 37 |  $JNJ | JOHNSON & JOHNSON | $487,874 | 0.3% | +90% | 69 |
| 38 |  $UNH | UNITEDHEALTH GROUP INC | $465,629 | 0.2% | -16% | 62.7 |
| 39 |  $STE | STERIS plc | $465,360 | 0.2% | +5% | — |
| 40 |  $HD | HOME DEPOT, INC. | $453,412 | 0.2% | -17% | 60.3 |
| 41 |  $AMZN | AMAZON COM INC | $439,467 | 0.2% | +1% | 68.7 |
| 42 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $426,460 | 0.2% | -4% | — |
| 43 | — | ISHARES TR - CORE MSCI EAFE | $410,002 | 0.2% | +0% | — |
| 44 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $409,682 | 0.2% | +0% | 73.7 |
| 45 | — | VANGUARD INDEX FDS - MID CAP ETF | $397,968 | 0.2% | +301% | — |
| 46 |  $FFBC | FIRST FINANCIAL BANCORP /OH/ | $372,638 | 0.2% | +0% | 57.1 |
| 47 |  $LRCX | LAM RESEARCH CORP | $352,731 | 0.2% | +5% | 79.4 |
| 48 |  $BRK.B | BERKSHIRE HATHAWAY INC | $342,336 | 0.2% | -31% | 73.8 |
| 49 |  $PPG | PPG INDUSTRIES INC | $339,612 | 0.2% | +0% | 59.1 |
| 50 |  $WMT | Walmart Inc. | $329,247 | 0.2% | +6% | 60.2 |
| 51 |  $V | VISA INC. | $322,560 | 0.2% | -7% | 82.9 |
| 52 |  $AVGO | Broadcom Inc. | $322,010 | 0.2% | +3% | 84.5 |
| 53 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $314,604 | 0.2% | +0% | — |
| 54 | $WT | WisdomTree, Inc. | $314,562 | 0.2% | +0% | 59.9 |
| 55 |  $XOM.R34088 | EXXON MOBIL CORP | $300,533 | 0.1% | -0% | 57.9 |
| 56 | — | SPDR SERIES TRUST - ST STR SP500DIV | $285,354 | 0.1% | +0% | — |
| 57 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $282,950 | 0.1% | +0% | — |
| 58 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $279,379 | 0.1% | -12% | — |
| 59 |  $TSLA | Tesla, Inc. | $277,194 | 0.1% | -2% | 53.9 |
| 60 | — | ISHARES TR - EAFE SML CP ETF | $275,980 | 0.1% | +0% | — |
| 61 |  $AMD | ADVANCED MICRO DEVICES INC | $274,656 | 0.1% | +19% | 79.8 |
| 62 |  $NEE | NEXTERA ENERGY INC | $266,295 | 0.1% | +4% | 64.6 |
| 63 |  $MU | MICRON TECHNOLOGY INC | $263,111 | 0.1% | -30% | 86.2 |
| 64 | $WS | Worthington Steel, Inc. | $261,858 | 0.1% | +2% | 45.1 |
| 65 | — | ISHARES TR - CORE S&P MCP ETF | $255,203 | 0.1% | -14% | — |
| 66 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $252,689 | 0.1% | +0% | — |
| 67 | $WT | WisdomTree, Inc. | $249,145 | 0.1% | +0% | 59.9 |
| 68 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $233,511 | 0.1% | +0% | — |
| 69 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $223,993 | 0.1% | -0% | 70 |
| 70 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $214,641 | 0.1% | -14% | — |
| 71 | — | ISHARES TR - RUSSELL 2000 ETF | $213,236 | 0.1% | +0% | — |
| 72 | $WT | WisdomTree, Inc. | $210,631 | 0.1% | +0% | 59.9 |
| 73 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $205,633 | 0.1% | -1% | — |
| 74 |  $MMM | 3M CO | $202,158 | 0.1% | -0% | 64.9 |
| 75 |  $ANET | Arista Networks, Inc. | $199,100 | 0.1% | +566% | 81.9 |
| 76 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $193,405 | 0.1% | -3% | — |
| 77 | — | EA SERIES TRUST - CAMB US EQUA ETF | $193,358 | 0.1% | +0% | — |
| 78 | $SNPS | SYNOPSYS INC | $189,917 | 0.1% | +0% | 67.9 |
| 79 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $188,290 | 0.1% | +0% | — |
| 80 |  $ASML | ASML HOLDING NV | $183,029 | 0.1% | +0% | — |
| 81 |  $FMNB | FARMERS NATIONAL BANC CORP /OH/ | $182,804 | 0.1% | +1% | 58.7 |
| 82 |  $OKTA | Okta, Inc. | $179,432 | 0.1% | +120% | 64.7 |
| 83 |  $GE | GENERAL ELECTRIC CO | $176,829 | 0.1% | -0% | 73.8 |
| 84 |  $LLY | ELI LILLY & Co | $176,317 | 0.1% | -2% | 87.5 |
| 85 |  $MCD | MCDONALDS CORP | $175,602 | 0.1% | -10% | 69 |
| 86 |  $NI | NISOURCE INC. | $173,518 | 0.1% | -0% | 62.6 |
| 87 |  $DE | DEERE & CO | $171,297 | 0.1% | -5% | 55.4 |
| 88 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $167,981 | 0.1% | +0% | — |
| 89 | — | ISHARES TR - RUS 1000 VAL ETF | $160,489 | 0.1% | +0% | — |
| 90 | $WT | WisdomTree, Inc. | $157,702 | 0.1% | +0% | 59.9 |
| 91 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | $154,711 | 0.1% | +0% | — |
| 92 |  $CVX | CHEVRON CORP | $149,184 | 0.1% | -1% | 62.8 |
| 93 |  $CVS | CVS HEALTH Corp | $143,899 | 0.1% | +4% | 59.4 |
| 94 |  $TRV | TRAVELERS COMPANIES, INC. | $141,292 | 0.1% | +0% | 75.9 |
| 95 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $135,446 | 0.1% | +0% | — |
| 96 |  $ORCL | ORACLE CORP | $135,415 | 0.1% | -5% | 66.2 |
| 97 |  $KO | COCA COLA CO | $133,807 | 0.1% | -11% | 69.5 |
| 98 | — | ISHARES TR - CORE S&P TTL STK | $133,477 | 0.1% | -3% | — |
| 99 |  $UBER | Uber Technologies, Inc | $132,629 | 0.1% | -5% | 73.5 |
| 100 |  $WFC | WELLS FARGO & COMPANY/MN | $130,172 | 0.1% | -13% | 61.8 |
| 101 |  $KLAC | KLA CORP | $128,227 | 0.1% | +507% | 78.6 |
| 102 |  $APH | AMPHENOL CORP /DE/ | $127,127 | 0.1% | -13% | 79.3 |
| 103 |  $GEV | GE Vernova Inc. | $124,536 | 0.1% | -26% | 81.1 |
| 104 | — | ISHARES TR - RUS 1000 ETF | $122,850 | 0.1% | +0% | — |
| 105 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $122,747 | 0.1% | -23% | — |
| 106 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $122,214 | 0.1% | +0% | — |
| 107 | — | ISHARES TR - RUS 1000 GRW ETF | $122,184 | 0.1% | +300% | — |
| 108 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $122,151 | 0.1% | +0% | — |
| 109 |  $CSCO | CISCO SYSTEMS, INC. | $119,575 | 0.1% | -4% | 70.3 |
| 110 | — | VANGUARD INDEX FDS - GROWTH ETF | $119,015 | 0.1% | +1134% | — |
| 111 |  $DIS | Walt Disney Co | $117,732 | 0.1% | +10% | 60.1 |
| 112 |  $EW | Edwards Lifesciences Corp | $115,608 | 0.1% | +0% | 69.4 |
| 113 |  $CINF | CINCINNATI FINANCIAL CORP | $112,953 | 0.1% | +0% | 84.3 |
| 114 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $112,632 | 0.1% | +0% | — |
| 115 |  $PM | Philip Morris International Inc. | $108,908 | 0.1% | -0% | 75.9 |
| 116 |  $ADBE | ADOBE INC. | $106,816 | 0.1% | -3% | 77.6 |
| 117 |  $GLD | SPDR GOLD TRUST | $106,094 | 0.1% | +0% | — |
| 118 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $105,359 | 0.1% | +0% | — |
| 119 |  $MCK | MCKESSON CORP | $104,888 | 0.1% | +12% | 63.4 |
| 120 |  $FTNT | Fortinet, Inc. | $104,648 | 0.1% | -29% | 80.1 |
| 121 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | $101,430 | 0.1% | +0% | — |
| 122 |  $INTC | INTEL CORP | $101,390 | 0.1% | +51% | 45.6 |
| 123 | — | ISHARES TR - US AER DEF ETF | $101,090 | 0.1% | +0% | — |
| 124 |  $UNP | UNION PACIFIC CORP | $100,640 | 0.1% | +7% | 69.7 |
| 125 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $99,695 | 0.1% | +144% | — |
| 126 | $WT | WisdomTree, Inc. | $98,202 | 0.1% | +0% | 59.9 |
| 127 | $WT | WisdomTree, Inc. | $95,078 | 0.1% | +0% | 59.9 |
| 128 | $WT | WisdomTree, Inc. | $93,042 | 0.1% | +0% | 59.9 |
| 129 |  $MRVL | Marvell Technology, Inc. | $91,583 | 0.1% | +12% | 76.5 |
| 130 | — | ISHARES TR - RUS 2000 VAL ETF | $91,356 | 0.1% | +0% | — |
| 131 |  $FROG | JFrog Ltd | $90,880 | 0.1% | +0% | — |
| 132 |  $MA | Mastercard Inc | $88,340 | 0.0% | -14% | 85.1 |
| 133 |  $RTX | RTX Corp | $87,246 | 0.0% | +0% | 73.2 |
| 134 |  $CL | COLGATE PALMOLIVE CO | $85,967 | 0.0% | +1% | 61.3 |
| 135 |  $ROOT | Root, Inc. | $84,831 | 0.0% | -6% | 58.7 |
| 136 | $WT | WisdomTree, Inc. | $84,289 | 0.0% | +0% | 59.9 |
| 137 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $82,930 | 0.0% | +0% | — |
| 138 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $82,876 | 0.0% | +146% | — |
| 139 |  $TSLX | Sixth Street Specialty Lending, Inc. | $82,654 | 0.0% | +0% | — |
| 140 |  $LIN | LINDE PLC | $80,714 | 0.0% | +0% | — |
| 141 | $WT | WisdomTree, Inc. | $79,955 | 0.0% | +0% | 59.9 |
| 142 |  $NGL | NGL Energy Partners LP | $79,650 | 0.0% | +0% | 42.2 |
| 143 |  $FE | FIRSTENERGY CORP | $77,253 | 0.0% | +0% | 61.5 |
| 144 | — | WISDOMTREE TR - DYNAMIC INTL SML | $77,179 | 0.0% | +0% | — |
| 145 |  $FLEX | FLEX LTD. | $75,616 | 0.0% | +0% | — |
| 146 |  $C | CITIGROUP INC | $75,554 | 0.0% | -2% | 65 |
| 147 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $75,480 | 0.0% | +0% | — |
| 148 | — | ISHARES TR - S&P 500 GRWT ETF | $74,863 | 0.0% | -56% | — |
| 149 | — | AMERICAN CENTY ETF TR - US EQT ETF | $73,518 | 0.0% | +0% | — |
| 150 |  $TXN | TEXAS INSTRUMENTS INC | $73,326 | 0.0% | -17% | 73.4 |
New Positions (22)
VICTORY PORTFOLIOS II - VCSHS US EQ INCM$51,167
VANGUARD INDEX FDS - VALUE ETF$44,679
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF$36,517
VANGUARD WORLD FD - INF TECH ETF$30,178
$REAX.R1862461 Real Brokerage Inc$25,480
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$24,529 VANGUARD BD INDEX FDS - INTERMED TERM$16,414
VANGUARD BD INDEX FDS - LONG TERM BOND$16,130
$HONA Honeywell Aerospace Inc.$11,054
$TYL TYLER TECHNOLOGIES INC$9,652
$WDC WESTERN DIGITAL CORP$9,581
$DELL Dell Technologies Inc.$6,041
$ICHR ICHOR HOLDINGS, LTD.$4,492
$DDOG Datadog, Inc.$4,166
$TWLO TWILIO INC$1,238Exited Positions (236)
DIREXION SHARES ETF TRUST
ISHARES TR
VANECK ETF TRUST
SPDR SERIES TRUST
$DHIL DIAMOND HILL INVESTMENT GROUP INC ISHARES INC
$NTNX Nutanix, Inc. SPDR SERIES TRUST
$DB DEUTSCHE BANK AKTIENGESELLSCHAFT ISHARES TR
ISHARES TR
$BX Blackstone Inc.
$TD TORONTO DOMINION BANK ISHARES TR
$SMA SmartStop Self Storage REIT, Inc.Browse Top Institutional Investors
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