Financial Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 85.8%; sector active share 78.4% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
80 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Portfolio Trend
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 90.7% | $510,343,858 |
| Technology | 3.4% | $18,889,980 |
| Communication Services | 1.6% | $8,727,790 |
| Financial Services | 1.2% | $6,963,692 |
| Consumer Cyclical | 0.9% | $5,174,800 |
| Healthcare | 0.7% | $3,737,616 |
| Industrials | 0.6% | $3,103,441 |
| Energy | 0.5% | $2,705,042 |
| Consumer Defensive | 0.4% | $2,135,628 |
| Utilities | 0.1% | $376,900 |
| Real Estate | 0.0% | $249,319 |
| Basic Materials | 0.0% | $207,756 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF | +3,614 | 527,503 | $62,683,181 | |
| NVDA | Nvidia Corp | +1,693 | 4,427 | $825,989 | |
| ESGD | iShares ESG Aware MSCI EAFE ETF | +1,105 | 24,103 | $2,241,096 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,000 | 3,043 | $1,826,925 | |
| AAPL | Apple Inc. | +630 | 25,976 | $6,614,268 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +368 | 10,170 | $277,641 | |
| ESGU | iShares ESG Aware MSCI USA ETF | +314 | 56,392 | $8,210,675 | |
| XOM | ExxonMobil Holdings Corp | +265 | 20,905 | $2,357,038 | |
| LRCX | Lam Research Corp | +162 | 6,662 | $892,041 | |
| BRK-B | Berkshire Hathaway Inc | +100 | 1,423 | $715,399 | |
| MSFT | Microsoft Corp | +91 | 14,999 | $7,768,732 | |
| SO | Southern Co | +32 | 3,977 | $376,900 | |
| SCHA | Schwab U.S. Small-Cap ETF | +24 | 62,857 | $1,753,710 | |
| TSLA | Tesla, Inc. | +22 | 873 | $388,240 | |
| VOO | VANGUARD 500 INDEX FUND | +16 | 1,175 | $719,546 | |
| USXF | iShares ESG Advanced MSCI USA ETF | +13 | 59,527 | $3,411,492 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +10 | 610 | $455,444 | |
| CSCO | Cisco Systems, Inc. | +2 | 6,596 | $451,298 | |
| KO | Coca Cola Co | +1 | 3,901 | $258,714 | |
| IWF | iShares Russell 1000 Growth ETF | +1 | 16,915 | $7,923,155 | |
| MCD | Mcdonalds Corp | +1 | 1,698 | $516,005 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth ETF | −104,337 | 2,940,881 | $93,843,512 | |
| SCHV | Schwab U.S. Large-Cap Value ETF | −42,279 | 2,611,407 | $76,018,057 | |
| HAWX | iShares Currency Hedged MSCI ACWI ex U.S. ETF | −39,399 | 1,692,450 | $63,998,304 | |
| SCHX | Schwab U.S. Large-Cap ETF | −20,929 | 200,995 | $5,294,208 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | −13,115 | 1,086,372 | $103,357,432 | |
| QUAL | iShares MSCI USA Quality Factor ETF | −10,900 | 324,192 | $63,055,344 | |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | −925 | 63,112 | $2,845,088 | |
| JPM | Jpmorgan Chase & Co | −670 | 11,467 | $3,617,035 | |
| T | At&T Inc. | −402 | 16,480 | $465,395 | |
| VZ | Verizon Communications Inc | −270 | 18,900 | $830,655 | |
| IBM | International Business Machines Corp | −166 | 2,241 | $632,320 | |
| ABBV | AbbVie Inc. | −142 | 4,158 | $962,743 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| USMV |
iShares MSCI USA Min Vol Factor ETF
|
Reduced | 1,086,372 | $103,357,432 | 18.37% | |
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Reduced | 2,940,881 | $93,843,512 | 16.68% | |
| SCHV |
Schwab U.S. Large-Cap Value ETF
|
Reduced | 2,611,407 | $76,018,057 | 13.51% | |
| HAWX |
iShares Currency Hedged MSCI ACWI ex U.S. ETF
|
Reduced | 1,692,450 | $63,998,304 | 11.38% | |
| QUAL |
iShares MSCI USA Quality Factor ETF
|
Reduced | 324,192 | $63,055,344 | 11.21% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 527,503 | $62,683,181 | 11.14% | |
| ESGU |
iShares ESG Aware MSCI USA ETF
|
Added | 56,392 | $8,210,675 | 1.46% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 16,915 | $7,923,155 | 1.41% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 14,999 | $7,768,732 | 1.38% | |
| AAPL |
Apple Inc.
Technology
|
Added | 25,976 | $6,614,268 | 1.18% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 22,935 | $5,585,819 | 0.99% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Reduced | 200,995 | $5,294,208 | 0.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 11,467 | $3,617,035 | 0.64% | |
| USXF |
iShares ESG Advanced MSCI USA ETF
|
Added | 59,527 | $3,411,492 | 0.61% | |
| HEFA |
iShares Currency Hedged MSCI EAFE ETF
|
Held | 74,218 | $2,939,774 | 0.52% | |
| ESML |
iShares ESG Aware MSCI USA Small-Cap ETF
|
Reduced | 63,112 | $2,845,088 | 0.51% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 20,905 | $2,357,038 | 0.42% | |
| ESGD |
iShares ESG Aware MSCI EAFE ETF
|
Added | 24,103 | $2,241,096 | 0.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 9,828 | $2,157,933 | 0.38% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 2,771 | $1,854,630 | 0.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,043 | $1,826,925 | 0.32% | |
| IWM |
iShares Russell 2000 ETF
|
Held | 7,341 | $1,776,228 | 0.32% | |
| SCHA |
Schwab U.S. Small-Cap ETF
|
Added | 62,857 | $1,753,710 | 0.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 6,623 | $1,610,051 | 0.29% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 3,837 | $1,554,714 | 0.28% | |
| IWD |
iShares Russell 1000 Value ETF
|
Held | 6,537 | $1,330,867 | 0.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 7,080 | $1,312,773 | 0.23% | |
| DMXF |
iShares ESG Advanced MSCI EAFE ETF
|
Held | 13,395 | $1,014,537 | 0.18% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 4,158 | $962,743 | 0.17% | |
| RTX |
RTX Corp
Industrials
|
Held | 5,602 | $937,382 | 0.17% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 5,977 | $918,366 | 0.16% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 5,706 | $907,025 | 0.16% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 6,662 | $892,041 | 0.16% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 18,900 | $830,655 | 0.15% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,427 | $825,989 | 0.15% | |
| ESMV |
iShares ESG Optimized MSCI USA Min Vol Factor ETF
|
Held | 25,773 | $751,437 | 0.13% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 1,175 | $719,546 | 0.13% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,423 | $715,399 | 0.13% | |
| AVSU |
Avantis Responsible U.S. Equity ETF
|
Held | 9,600 | $706,252 | 0.13% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 2,241 | $632,320 | 0.11% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 1,700 | $628,439 | 0.11% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 818 | $620,166 | 0.11% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 2,046 | $600,501 | 0.11% | |
| ACWX |
iShares MSCI ACWI ex U.S. ETF
|
Held | 8,810 | $572,738 | 0.10% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 2,220 | $557,908 | 0.10% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 2,287 | $540,578 | 0.10% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,590 | $524,556 | 0.09% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 3,896 | $521,830 | 0.09% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,090 | $520,093 | 0.09% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,698 | $516,005 | 0.09% |
Showing the top 50 of 80 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.