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Paul Felsch

Columbia Advisory Partners Llc

Assets Managed
$156.654M
Holdings
92
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
6.74%(2Q avg: 4.12%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Columbia Advisory Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 92 positions.

Assets under management

The assets under management (AUM) of Columbia Advisory Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 156.654M in assets, with a quarterly growth rate of 6.74% and a 2-quarter average growth rate of 4.12%. The portfolio is managed by Paul Felsch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QGRW
Wisdomtree Us Quality Growth
Recent Activity
Increased 5.85%
14.54%
$22.764M
426,047 shares@ $53.43 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Decreased -13.79%
12.7%
$19.89M
226,430 shares@ $87.85 avg price
JVAL
Jpmorgan Us Value Factor Etf
Recent Activity
Increased 0.02%
5.1%
$7.988M
163,496 shares@ $48.87 avg price
BUFB
Innovator Ladd Allo Buff Etf
Recent Activity
Increased 29.37%
4.2%
$6.576M
183,120 shares@ $35.91 avg price
WTV
Wisdomtree U.s. Value Fund
Recent Activity
New Position
3.92%
$6.138M
64,791 shares@ $94.73 avg price
XMMO
Invesco S&p Midcap Momentum
Recent Activity
New Position
2.93%
$4.585M
31,616 shares@ $145.02 avg price
DGRS
Wisdomtree U.s. Smallcap Qua
Recent Activity
Decreased -0.87%
2.66%
$4.167M
78,681 shares@ $52.96 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Increased 1.49%
2.46%
$3.848M
16,035 shares@ $240.0 avg price
BUFF
Innovator Laddered Allocatio
Recent Activity
Increased 35.83%
2.37%
$3.703M
74,954 shares@ $49.41 avg price
DDWM
Wisdomtree Dy Cur Hdg Intl
Recent Activity
New Position
2.31%
$3.61M
81,835 shares@ $44.12 avg price

1-10 of 92