COLUMBIA ADVISORY PARTNERS LLC
112 holdingsFiling period: 2026-06-30Current AUM: $182.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QGRW | WISDOMTREE TR | 436.6K | $28.8M | $28.9M | 15.83% | +10.6K | 2026-06-30 |
| 2 | DGRW | WISDOMTREE TR | 229.6K | $22.0M | $22.5M | 12.34% | +3.2K | 2026-06-30 |
| 3 | JVAL | J P MORGAN EXCHANGE TRADED F | 165.3K | $9.7M | $9.7M | 5.33% | +1.8K | 2026-06-30 |
| 4 | BUFB | INNOVATOR ETFS TRUST | 188.2K | $7.4M | $7.5M | 4.12% | +5.1K | 2026-06-30 |
| 5 | WTV | WISDOMTREE TR | 66.6K | $6.8M | $7.2M | 3.93% | +1.8K | 2026-06-30 |
| 6 | XMMO | INVESCO EXCHANGE TRADED FD T | 32.2K | $5.5M | $4.7M | 2.58% | +622 | 2026-06-30 |
| 7 | MTUM | ISHARES TR | 15.9K | $5.4M | $4.8M | 2.61% | -152 | 2026-06-30 |
| 8 | DGRS | WISDOMTREE TR | 79.5K | $4.7M | $4.6M | 2.51% | +801 | 2026-06-30 |
| 9 | BUFF | INNOVATOR ETFS TRUST | 76.9K | $4.1M | $4.1M | 2.26% | +2.0K | 2026-06-30 |
| 10 | DDWM | WISDOMTREE TR | 84.7K | $3.9M | $3.9M | 2.16% | +2.8K | 2026-06-30 |
| 11 | SFLR | INNOVATOR ETFS TRUST | 99.2K | $3.8M | $3.8M | 2.10% | +2.3K | 2026-06-30 |
| 12 | MU | MICRON TECHNOLOGY INC | 2.7K | $3.1M | $2.5M | 1.38% | -143 | 2026-06-30 |
| 13 | IMTM | ISHARES TR | 58.0K | $3.1M | $3.1M | 1.68% | +1.7K | 2026-06-30 |
| 14 | CEF | SPROTT ASSET MANAGEMENT LP | 69.3K | $2.8M | $3.0M | 1.65% | +3.5K | 2026-06-30 |
| 15 | AVEM | AMERICAN CENTY ETF TR | 27.9K | $2.7M | $2.6M | 1.42% | +591 | 2026-06-30 |
| 16 | IUSG | ISHARES TR | 14.2K | $2.7M | $2.7M | 1.46% | -- | 2026-06-30 |
| 17 | VCSH | VANGUARD SCOTTSDALE FDS | 33.4K | $2.6M | $2.6M | 1.42% | -1,373 | 2026-06-30 |
| 18 | SCHD | SCHWAB STRATEGIC TR | 83.3K | $2.6M | $2.9M | 1.57% | -266 | 2026-06-30 |
| 19 | SHAG | WISDOMTREE TR | 55.4K | $2.6M | $2.6M | 1.42% | -10,956 | 2026-06-30 |
| 20 | JMBS | JANUS DETROIT STR TR | 58.1K | $2.6M | $2.5M | 1.38% | -850 | 2026-06-30 |
| 21 | USFR | WISDOMTREE TR | 41.4K | $2.1M | $2.1M | 1.14% | +556 | 2026-06-30 |
| 22 | HYZD | WISDOMTREE TR | 88.5K | $2.0M | $2.0M | 1.09% | -1,008 | 2026-06-30 |
| 23 | LQDH | ISHARES U S ETF TR | 18.8K | $1.7M | $1.7M | 0.95% | -16 | 2026-06-30 |
| 24 | PSLV | SPROTT ASSET MANAGEMENT LP | 91.5K | $1.7M | $1.9M | 1.04% | +4.5K | 2026-06-30 |
| 25 | AAPL | APPLE INC | 5.9K | $1.7M | $1.9M | 1.07% | +31 | 2026-06-30 |
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