Universe · entity
COLUMBIA ADVISORY PARTNERS LLC
Institutional manager (13F) · CIK 1808179
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $144M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | WISDOMTREE TR | $23M | 426,047 |
| 2 | WISDOMTREE TR | $20M | 226,430 |
| 3 | J P MORGAN EXCHANGE TRADED F | $8M | 163,496 |
| 4 | INNOVATOR ETFS TRUST | $7M | 183,120 |
| 5 | WISDOMTREE TR | $6M | 64,791 |
| 6 | INVESCO EXCHANGE TRADED FD T | $5M | 31,616 |
| 7 | WISDOMTREE TR | $4M | 78,681 |
| 8 | ISHARES TR | $4M | 16,035 |
| 9 | INNOVATOR ETFS TRUST | $4M | 74,954 |
| 10 | WISDOMTREE TR | $4M | 81,835 |
| 11 | INNOVATOR ETFS TRUST | $3M | 96,978 |
| 12 | WISDOMTREE TR | $3M | 66,393 |
| 13 | SPROTT ASSET MANAGEMENT LP | $3M | 65,766 |
| 14 | VANGUARD SCOTTSDALE FDS | $3M | 34,798 |
| 15 | ISHARES TR | $3M | 56,271 |
| 16 | JANUS DETROIT STR TR | $3M | 58,932 |
| 17 | SCHWAB STRATEGIC TR | $3M | 83,531 |
| 18 | AMERICAN CENTY ETF TR | $2M | 27,345 |
| 19 | ISHARES TR | $2M | 14,190 |
| 20 | SPROTT ASSET MANAGEMENT LP | $2M | 86,992 |
| 21 | WISDOMTREE TR | $2M | 40,836 |
| 22 | WISDOMTREE TR | $2M | 89,514 |
| 23 | ISHARES U S ETF TR | $2M | 18,784 |
| 24 | FIRST TR EXCHNG TRADED FD VI | $2M | 65,677 |
| 25 | VANGUARD INDEX FDS | $2M | 8,502 |
| 26 | INNOVATOR ETFS TRUST | $2M | 45,586 |
| 27 | COSTCO WHOLESALE CORPORATION | $2M | 1,518 |
| 28 | FIRST TR EXCHNG TRADED FD VI | $2M | 34,571 |
| 29 | APPLE INC | $1M | 5,842 |
| 30 | FIRST TR EXCHANGE TRAD FD VI | $1M | 49,908 |
| 31 | VANGUARD INDEX FDS | $1M | 4,248 |
| 32 | SPROTT ASSET MANAGEMENT LP | $1M | 37,108 |
| 33 | AMAZON COM INC | $1M | 6,025 |
| 34 | FIRST TR EXCHANGE-TRADED FD | $1M | 25,066 |
| 35 | BERKSHIRE HATHAWAY INC DEL | $1M | 2,425 |
| 36 | SPROTT FDS TR | $1M | 29,551 |
| 37 | FIRST TR EXCHANGE-TRADED FD | $979k | 10,556 |
| 38 | MICRON TECHNOLOGY INC | $968k | 2,866 |
| 39 | SCHWAB STRATEGIC TR | $951k | 32,639 |
| 40 | MICROSOFT CORP | $912k | 2,464 |
| 41 | FIRST TR EXCH TRADED FD III | $890k | 50,131 |
| 42 | EXXON MOBIL CORP | $646k | 3,808 |
| 43 | JOHN HANCOCK EXCHANGE TRADED | $621k | 7,933 |
| 44 | SPDR SERIES TRUST | $618k | 6,740 |
| 45 | FIRST TR EXCHANGE-TRADED FD | $612k | 12,295 |
| 46 | VANGUARD SPECIALIZED FUNDS | $581k | 2,701 |
| 47 | SELECT SECTOR SPDR TR | $573k | 3,540 |
| 48 | PACER FDS TR | $561k | 8,960 |
| 49 | WISDOMTREE TR | $555k | 11,234 |
| 50 | NVIDIA CORPORATION | $552k | 3,163 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.