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Paul Felsch

Columbia Advisory Partners Llc

Assets Managed
$181.312M
Holdings
111
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
15.75%(2Q avg: 11.24%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Columbia Advisory Partners Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 111 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 181.312M in assets, with a quarterly growth rate of 15.75% and a 2-quarter average growth rate of 11.24%. The portfolio is managed by Paul Felsch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QGRW
Wisdomtree Us Quality Growth
Recent Activity
Increased 2.49%
15.91%
$28.831M
436,638 shares@ $66.03 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 1.42%
12.12%
$21.957M
229,630 shares@ $95.63 avg price
JVAL
Jpmorgan Us Value Factor Etf
Recent Activity
Increased 1.13%
5.35%
$9.695M
165,339 shares@ $58.64 avg price
BUFB
Innovator Ladd Allo Buff Etf
Recent Activity
Increased 2.77%
4.09%
$7.398M
188,191 shares@ $39.31 avg price
WTV
Wisdomtree U.s. Value Fund
Recent Activity
Increased 2.77%
3.74%
$6.773M
66,582 shares@ $101.72 avg price
XMMO
Invesco S&p Midcap Momentum
Recent Activity
Increased 1.97%
3.03%
$5.485M
32,238 shares@ $170.14 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Decreased -0.94%
3.01%
$5.445M
15,883 shares@ $342.82 avg price
DGRS
Wisdomtree U.s. Smallcap Qua
Recent Activity
Increased 1.02%
2.61%
$4.718M
79,482 shares@ $59.36 avg price
BUFF
Innovator Laddered Allocatio
Recent Activity
Increased 2.65%
2.24%
$4.053M
76,934 shares@ $52.68 avg price
DDWM
Wisdomtree Dy Cur Hdg Intl
Recent Activity
Increased 3.47%
2.16%
$3.91M
84,667 shares@ $46.18 avg price

1-10 of 111