Financial Advisors, LLC — 13F holdings
Financial Advisors, LLC reported 80 holdings worth $564M in its 13F filing for Q3 2025, filed November 7, 2025.
Largest positions
- USMV ISHARES TR — $103M (18.3%)
- SCHG SCHWAB STRATEGIC TR — $93.8M (16.6%)
- SCHV SCHWAB STRATEGIC TR — $76.0M (13.5%)
- HAWX ISHARES TR — $64.0M (11.3%)
- QUAL ISHARES TR — $63.1M (11.2%)
- IJR ISHARES TR — $62.7M (11.1%)
- ESGU ISHARES TR — $8.21M (1.5%)
- IWF ISHARES TR — $7.92M (1.4%)
- MSFT MICROSOFT CORP — $7.77M (1.4%)
- AAPL APPLE INC — $6.61M (1.2%)