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Showing Q3 2025 data
Financial Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
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
Other91.2%
Technology4.5%
Financial1.2%
Consumer1.0%
Healthcare0.6%
ETF0.5%
Industrial0.4%
Energy0.4%
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 2023