FINANCIAL ADVISORY PARTNERS, LLC

RIA/Wealth

FINANCIAL ADVISORY PARTNERS, LLC is a RIA/Wealth based in Winter Park, FL led by Alexander Wolcott Vandenberg, managing $342.4M across 69 long positions as of Q3 2025 with 58% ETF concentration.

PartnerAlexander Wolcott Vandenberg

Portfolio Value: $342.4M
Positions: 69
Top Holding: VCIT at 14.41%
Last Reported: Q3 2025

Address1201 S. Orlando Avenue, Suite 350, Winter Park, FL, 32789, United States

Top Holdings

Largest long holdings in FINANCIAL ADVISORY PARTNERS, LLC's portfolio (49.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$49.3M	14.41%	+$2.5M Bought	— 586.4K shares	Q4 2021 Held for 3y 11m
2 Vanguard Growth VUG	ETF ETF	$33.5M	9.78%	+$1.2M Bought	— 69.8K shares	Q4 2021 Held for 3y 11m
3 Vanguard Value VTV	ETF ETF	$14.6M	4.26%	+$610.0K Bought	— 78.3K shares	Q4 2021 Held for 3y 11m
4 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$12.7M	3.70%	+$2.2M Bought	— 125.9K shares	Q4 2022 Held for 2y 11m
5 Vanguard Intermediate-Term Treasury VGIT	ETF ETF	$12.2M	3.56%	+$341.7K Bought	— 202.8K shares	Q4 2021 Held for 3y 11m
6 iShares Floating Rate Bond FLOT	ETF ETF	$12.0M	3.49%	+$355.4K Bought	— 234.1K shares	Q1 2025 Held for 8 months
7 Vanguard Dividend Appreciation VIG	Unknown Unknown	$10.7M	3.12%	+$580.0K Bought	— 49.5K shares	Q4 2021 Held for 3y 11m
8 SPDR Portfolio High Yield Bond SPHY	ETF ETF	$9.9M	2.90%	+$9.9M New	— 415.4K shares	Q3 2025 Held for 2 months
9 Broadcom Inc. AVGO	Semiconductors Technology	$8.6M	2.51%	-$1.5M Sold	0.00% 26.1K shares	Q1 2023 Held for 2y 8m
10 Vanguard Information Technology VGT	ETF ETF	$7.0M	2.03%	+$118.0K Bought	— 9.3K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in FINANCIAL ADVISORY PARTNERS, LLC's latest filing

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Market Value

$342.4M

Prior: $318.0M

Q/Q Change

+7.64%

+$24.3M

Net Flows % of MV

+0.68%

Turnover Ratio

6.57%

New Purchases

1 stocks

$9.9M

Added To

27 stocks

+$11.1M

Sold Out Of

2 stocks

$11.3M

Reduced Holdings

32 stocks

-$7.4M

Increased Positions

Position	Shares Δ	Change
1 SPDR Portfolio High Yield Bond SPHY	New	0 → 415.4K +$9.9M
2 Vanguard S&P 500 ETF VOO	+160.62%	551.0 → 1.4K +$542.0K
3 iShares 0-3 Month Treasury Bond SGOV	+21.4%	103.7K → 125.9K +$2.2M
4 Procter & Gamble PG	+11.34%	21.4K → 23.8K +$372.6K
5 Union Pacific UNP	+9.96%	14.6K → 16.1K +$344.2K

Decreased Positions

Position	Shares Δ	Change
1 iShares 0-5 Year High Yield Corporate Bond SHYG	Sold	217.4K → 0 −$9.4M
2 Omnicom Group OMC	Sold	26.8K → 0 −$1.9M
3 Oracle ORCL	-33.64%	26.6K → 17.7K −$2.5M
4 Vanguard Long-Term Corporate Bond VCLT	-30.44%	84.6K → 58.9K −$2.0M
5 Broadcom Inc. AVGO	-14.77%	30.6K → 26.1K −$1.5M