โณ
Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Financial Advisors, LLC's latest available filing here is Q3 2025.
Financial Advisors, LLC
โขCIK: 1766909โขFiling: Q3 2025
**Financial Advisors, LLC** manages $564M across a diversified portfolio of 80 positions. The fund exhibits a significant concentration in US equity market exposure, notably allocating $103.4M to USMV and $93.8M to SCHG. Core holdings further include substantial positions in SCHV ($76.0M) and HAWX ($64.0M), suggesting a focus on broad market and sector-specific growth themes. This structure indicates a tactical, large-cap growth orientation within the US equity landscape.
Total AUM
$564.3M
QoQ Performance
+5.1%
Positions
57
Top 10 Concentration
87.4%
Latest Filing
Q3 2025
Top Holdings Allocation
USMV
SCHG
SCHV
HAWX
QUAL
IJR
USMV18.3%
SCHG16.6%
SCHV13.5%
HAWX11.3%
QUAL11.2%
IJR11.1%
ESGU1.5%
IWF1.4%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other91.1%
Technology4.5%
Financial1.2%
Consumer1.0%
Healthcare0.6%
Energy0.5%
ETF0.5%
Industrial0.4%
๐ช Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW4 new positions
โ21 increased
โ12 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022