COLUMBIA ADVISORY PARTNERS LLC
•CIK: 1808179•Filing: Q4 2025
**COLUMBIA ADVISORY PARTNERS LLC** manages $147M across a diversified portfolio of 90 positions. The fund exhibits concentrated exposure, with top holdings including QGRW ($23.6M) and DGRW ($23.5M), representing a significant portion of the current AUM. Further allocations are notable in JVAL ($8.0M) and SCHD ($7.6M), suggesting a focus on quality and income-generating assets. This structure indicates a tactical approach utilizing established, high-conviction names.
Total AUM
$146.8M
QoQ Performance
+1.5%
Positions
53
Top 10 Concentration
63.0%
Latest Filing
Q4 2025
Top Holdings Allocation
QGRW
DGRW
JVAL
SCHD
QGRW16.1%
DGRW16.0%
JVAL5.5%
SCHD5.2%
USMF4.5%
VOE4.2%
BUFB3.5%
MTUM2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.1%
Technology2.5%
Consumer2.4%
Financial0.9%
ETF0.4%
Industrial0.4%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW10 new positions
↑17 increased
↓54 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023