13F Filings History of COLUMBIA ADVISORY PARTNERS LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$146,771,855
Signature - Title
Kim Smith - Chief Financial Officer
Location
Spokane, WA
Summary
This page shows a list of all the recent 13F filings made by COLUMBIA ADVISORY PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. COLUMBIA ADVISORY PARTNERS LLC reported 90 stock holdings with total value $146,771,855 as of Q4 2025. Top holdings included QGRW, DGRW, JVAL, SCHD, and USMF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 90 $146,771,855 +$11,392,944 -$12,615,589 -$1,222,645 QGRW, DGRW, JVAL, SCHD, USMF 13F-HR 22 Jan 2026, 12:42
Q3 2025 90 $144,599,816 +$11,349,729 -$7,314,362 +$4,035,367 DGRW, QGRW, SCHD, USMF, JVAL 13F-HR 24 Oct 2025, 17:03
Q2 2025 80 $132,109,422 +$18,648,786 -$8,640,942 +$10,007,844 DGRW, QGRW, SCHD, USMF, JVAL 13F-HR 23 Jul 2025, 18:48
Q1 2025 72 $115,341,827 +$19,734,467 -$9,535,943 +$10,198,524 DGRW, QGRW, SCHD, USMF, VOE 13F-HR 15 Apr 2025, 12:29
Q4 2024 64 $107,511,917 +$56,987,585 -$42,373,309 +$14,614,276 DGRW, QGRW, SCHD, USMF, VOE 13F-HR 13 Jan 2025, 16:17
Q3 2024 58 $105,550,095 +$7,495,608 -$10,159,625 -$2,664,017 COWZ, SCHD, VOE, XLG, XLI 13F-HR 18 Oct 2024, 12:20
Q2 2024 53 $102,455,489 +$11,073,055 -$6,835,342 +$4,237,713 COWZ, SCHD, XLG, VOE, XLI 13F-HR 12 Jul 2024, 13:22
Q1 2024 51 $98,679,831 +$6,125,303 -$11,692,928 -$5,567,625 COWZ, SCHD, VOE, XLG, XLI 13F-HR 12 Apr 2024, 17:49
Q4 2023 63 $97,299,595 +$9,114,051 -$11,223,411 -$2,109,360 COWZ, SCHD, VOE, XLG, XLI 13F-HR 09 Jan 2024, 18:21
Q3 2023 67 $91,763,724 +$22,873,247 -$15,457,778 +$7,415,469 SCHD, COWZ, VOE, XLG, BUFR 13F-HR 16 Oct 2023, 13:53
Q2 2023 58 $93,521,941 +$6,818,698 -$22,047,354 -$15,228,656 SCHD, COWZ, BUFR, VOE, XLG 13F-HR 02 Aug 2023, 14:04
Q1 2023 58 $106,007,475 +$47,254,203 -$50,345,518 -$3,091,315 SCHD, COWZ, VOE, BUFR, XLG 13F-HR 09 May 2023, 17:06
Q4 2022 62 $104,988,423 +$19,878,686 -$2,565,327 +$17,313,359 SCHD, VOE, JHML, TIP, IWO 13F-HR 27 Jan 2023, 18:50
Q3 2022 44 $82,002,000 +$2,805,243 -$3,504,152 -$698,909 SCHD, VOE, TIP, JHML, IWO 13F-HR 07 Nov 2022, 19:09
Q2 2022 45 $87,338,000 +$6,360,041 -$4,021,976 +$2,338,065 SCHD, VOE, TIP, JHML, IWO 13F-HR 03 Aug 2022, 15:52
Q1 2022 53 $99,687,000 +$18,785,290 -$10,949,766 +$7,835,524 SCHD, VOE, JHML, TIP, IWO 13F-HR 29 Apr 2022, 12:11
Q4 2021 53 $100,304,000 $0 $0 $0 SCHD, VOE, JHML, TIP, SCHA 13F-HR 25 Jan 2022, 13:51