COLUMBIA ADVISORY PARTNERS LLC
93 holdingsFiling period: 2026-03-31Current AUM: $172.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QGRW | WISDOMTREE TR | 426.0K | $22.8M | $27.7M | 16.03% | +23.5K | 2026-03-31 |
| 2 | DGRW | WISDOMTREE TR | 226.4K | $19.9M | $21.8M | 12.63% | -36,231 | 2026-03-31 |
| 3 | JVAL | J P MORGAN EXCHANGE TRADED F | 163.5K | $8.0M | $9.4M | 5.46% | +32 | 2026-03-31 |
| 4 | BUFB | INNOVATOR ETFS TRUST | 183.1K | $6.6M | $7.2M | 4.19% | +41.6K | 2026-03-31 |
| 5 | WTV | WISDOMTREE TR | 64.8K | $6.1M | $6.8M | 3.95% | -- | 2026-03-31 |
| 6 | XMMO | INVESCO EXCHANGE TRADED FD T | 31.6K | $4.6M | $4.9M | 2.82% | -- | 2026-03-31 |
| 7 | DGRS | WISDOMTREE TR | 78.7K | $4.2M | $4.7M | 2.72% | -691 | 2026-03-31 |
| 8 | MTUM | ISHARES TR | 16.0K | $3.8M | $4.8M | 2.78% | +234 | 2026-03-31 |
| 9 | BUFF | INNOVATOR ETFS TRUST | 75.0K | $3.7M | $4.0M | 2.30% | +19.8K | 2026-03-31 |
| 10 | DDWM | WISDOMTREE TR | 81.8K | $3.6M | $3.8M | 2.22% | -- | 2026-03-31 |
| 11 | SFLR | INNOVATOR ETFS TRUST | 97.0K | $3.4M | $3.7M | 2.15% | +23.7K | 2026-03-31 |
| 12 | SHAG | WISDOMTREE TR | 66.4K | $3.2M | $3.1M | 1.81% | -- | 2026-03-31 |
| 13 | CEF | SPROTT ASSET MANAGEMENT LP | 65.8K | $3.1M | $2.6M | 1.52% | -19,559 | 2026-03-31 |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | 34.8K | $2.8M | $2.7M | 1.58% | -- | 2026-03-31 |
| 15 | IMTM | ISHARES TR | 56.3K | $2.7M | $2.9M | 1.70% | -- | 2026-03-31 |
| 16 | JMBS | JANUS DETROIT STR TR | 58.9K | $2.7M | $2.6M | 1.50% | -- | 2026-03-31 |
| 17 | SCHD | SCHWAB STRATEGIC TR | 83.5K | $2.6M | $2.8M | 1.62% | -193,825 | 2026-03-31 |
| 18 | AVEM | AMERICAN CENTY ETF TR | 27.3K | $2.2M | $2.4M | 1.42% | -- | 2026-03-31 |
| 19 | IUSG | ISHARES TR | 14.2K | $2.2M | $2.6M | 1.52% | -466 | 2026-03-31 |
| 20 | PSLV | SPROTT ASSET MANAGEMENT LP | 87.0K | $2.1M | $1.6M | 0.95% | -25,928 | 2026-03-31 |
| 21 | USFR | WISDOMTREE TR | 40.8K | $2.1M | $2.1M | 1.19% | -- | 2026-03-31 |
| 22 | HYZD | WISDOMTREE TR | 89.5K | $2.0M | $2.0M | 1.17% | -- | 2026-03-31 |
| 23 | LQDH | ISHARES U S ETF TR | 18.8K | $1.7M | $1.7M | 1.01% | -2,304 | 2026-03-31 |
| 24 | UCON | FIRST TR EXCHNG TRADED FD VI | 65.7K | $1.6M | $1.6M | 0.93% | -394 | 2026-03-31 |
| 25 | VOE | VANGUARD INDEX FDS | 8.5K | $1.6M | $1.7M | 1.01% | -25,933 | 2026-03-31 |
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