Financial Advisory Corp: 13F holdings

CIK 18133692026Q2

Positions58
Reported value$754.2m
Filed2026-07-09

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR178,067$133.4m17.7%
IWP ISHARES TR743,948$108.9m14.4%
TFLO ISHARES TR1,590,060$80.5m10.7%
VBR VANGUARD INDEX FDS258,499$62.8m8.3%
VEA VANGUARD TAX-MANAGED FDS688,765$49.1m6.5%
SCZ ISHARES TR550,184$45.3m6.0%
VTV VANGUARD INDEX FDS179,938$39.2m5.2%
ISHARES TR1,591,146$36.4m4.8%
ISHARES TR1,598,459$34.6m4.6%
ISHARES TR1,347,199$29.8m4.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1813369")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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