Columbia Advisory Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$904K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$702K |
| 3 |
WisdomTree US Quality Growth Fund
QGRW
|
+$668K |
| 4 |
VanEck Oil Services ETF
OIH
|
+$651K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$374K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$739K |
| 2 |
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
|
+$521K |
| 3 |
VPU
Vanguard Utilities ETF
VPU
|
+$252K |
| 4 |
Coinbase
COIN
|
+$246K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$109K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.82% |
| 2 | Consumer Discretionary | 1.32% |
| 3 | Consumer Staples | 0.78% |
| 4 | Financials | 0.76% |
| 5 | Industrials | 0.44% |
Similar funds
Columbia Advisory Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Columbia Advisory Partners held 113 positions worth $181M, up 16% from $157M the previous quarter. Its ten largest holdings account for 54% of the portfolio.
Columbia Advisory Partners deployed $7.25M of net new capital in Q2 2026, opening 21 new positions and adding to 41 existing holdings. Its largest new stake was iShares 0-3 Month Treasury Bond ETF: 8,993 shares worth $905K.
By sector, the portfolio is most concentrated in Technology at 3.8% of assets, up from 2.5% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.
On the sell side, the largest reduction was Berkshire Hathaway Class B, an estimated $739K trimmed.
- Columbia Advisory Partners's largest Q2 2026 buy was iShares 0-3 Month Treasury Bond ETF: 8,993 shares worth $905K.
- Columbia Advisory Partners added most to WisdomTree US Quality Growth Fund in Q2 2026, an estimated $668K increase.
- Columbia Advisory Partners's biggest Q2 2026 reduction was Berkshire Hathaway Class B, cutting an estimated $739K.
- Columbia Advisory Partners fully exited Vanguard Utilities ETF in Q2 2026, selling an estimated $252K.
- Columbia Advisory Partners's ten largest holdings make up 54% of its $181M portfolio in Q2 2026.
- Columbia Advisory Partners opened 21 new positions and closed 2 in Q2 2026.
- Columbia Advisory Partners's portfolio value rose 16% quarter-over-quarter to $181M.
Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.