Institutional Fund
Columbia Advisory Partners LLC
Spokane, WACIK 18081795 filings on record
Portfolio Value
$156.65M
Q1 2026
Holdings
92
Reported positions
New Buys
17
Opened this quarter
QoQ Change
+6.7%
from $146.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr14.5%
- Wisdomtree Tr12.7%
- J P Morgan Exchange Traded F5.1%
- Innovator Etfs Trust4.2%
- Wisdomtree Tr3.9%
- Invesco Exchange Traded Fd T2.9%
- Other56.6%
Portfolio Holdings
92 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 426.0K | $22.76M | 14.5% | +23.5K | Added |
| 2 | Wisdomtree Tr | 226.4K | $19.89M | 12.7% | −36.2K | Reduced |
| 3 | J P Morgan Exchange Traded F | 163.5K | $7.99M | 5.1% | +32 | Added |
| 4 | Innovator Etfs Trust | 183.1K | $6.58M | 4.2% | +41.6K | Added |
| 5 | Wisdomtree Tr | 64.8K | $6.14M | 3.9% | +64.8K | New |
| 6 | Invesco Exchange Traded Fd T | 31.6K | $4.58M | 2.9% | +31.6K | New |
| 7 | Wisdomtree Tr | 78.7K | $4.17M | 2.7% | −691 | Reduced |
| 8 | Ishares Tr | 16.0K | $3.85M | 2.5% | +234 | Added |
| 9 | Innovator Etfs Trust | 75.0K | $3.70M | 2.4% | +19.8K | Added |
| 10 | Wisdomtree Tr | 81.8K | $3.61M | 2.3% | +81.8K | New |
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