Columbia Advisory Partners
Columbia Advisory Partners reported 100 stocks worth $181M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are QGRW (15.8%), DGRW (11.6%) and USFR (6.2%). Compared with Q2 2026, the fund opened new positions in RSP, XOM and SPCX, added to USFR, MU and AVEM, trimmed QGRW, DGRW and JVAL and sold out of VCSH, SHAG and JMBS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QGRW Wisdomtree TR | $28.5M | 15.8% | 416K | −21K (−5%) | 8 of 8 | |
| 2 |  DGRW Wisdomtree TR | $21.1M | 11.6% | 217K | −13K (−6%) | 8 of 8 | |
| 3 |  USFR Wisdomtree TR | $11.3M | 6.2% | 224K | +183K (+442%) | 3 of 8 | |
| 4 |  JVAL J P Morgan Exchange Traded F | $9.1M | 5.0% | 157K | −8,572 (−5%) | 8 of 8 | |
| 5 |  BUFB Innovator Etfs Trust | $7.4M | 4.1% | 183K | −4,874 (−3%) | 6 of 8 | |
| 6 |  WTV Wisdomtree TR | $6.6M | 3.6% | 64K | −2,396 (−4%) | 3 of 8 | |
| 7 |  MTUM Ishares Msci USA Momntum | $4.8M | 2.6% | 15K | −804 (−5%) | 7 of 8 | |
| 8 |  XMMO Invesco S & P Midcap | $4.6M | 2.5% | 31K | −782 (−2%) | 3 of 8 | |
| 9 |  DGRS Wisdomtree TR | $4.2M | 2.3% | 75K | −4,203 (−5%) | 8 of 8 | |
| 10 |  BUFF Innovator Etfs Trust | $4M | 2.2% | 74K | −2,867 (−4%) | 6 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VCSH Vanguard Scottsdale Fds | $2.6M | 33K |
 SHAG Wisdomtree TR | $2.6M | 55K |
 JMBS Janus Henderson Mortgage-Backed Securities ETF | $2.6M | 58K |
 HYZD Wisdomtree TR | $2M | 89K |
 XOM Exxon Mobil Corp | $517K | 3,778 |
🔒 Free account: see all 22.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Columbia Advisory Partners 13F FAQ
What does Columbia Advisory Partners own?
Columbia Advisory Partners reported 100 stocks worth $181M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are QGRW (15.8%), DGRW (11.6%) and USFR (6.2%). The table above lists every position in the filing (the top 10 without an account).
What did Columbia Advisory Partners buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 43 added to, 37 trimmed and 22 sold out. New positions include RSP, XOM and SPCX. It sold all of VCSH, SHAG and JMBS.
When will Columbia Advisory Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Columbia Advisory Partners's portfolio worth?
The Q3 2026 filing reports $181M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.