Financial Advisory Corp

13F Filings History

Latest 13F report: Q3 2025 - Oct 8, 2025
Value $: $679M
Signature - Title: Loran Filson - CCO
Location: Grand Rapids, MI
Summary: This page shows a list of all the recent 13F filings made by Financial Advisory Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Advisory Corp reported 52 stock holdings with total value $679M as of Q3 2025. Top holdings included IVV, IWP, TFLO, VBR, and VEA.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2025	52	$679M	+$11M	-$11.5M	-$536K	IVV, IWP, TFLO, VBR, VEA	13F-HR	10/8/2025, 01:52 PM
Q2 2025	55	$652M	+$11.1M	-$3.41M	+$7.69M	IVV, IWP, TFLO, VBR, VEA	13F-HR	7/11/2025, 10:20 AM
Q1 2025	47	$604M	+$47.7M	-$9.91M	+$37.8M	IVV, IWP, TFLO, VBR, VEA	13F-HR	4/14/2025, 10:48 AM
Q4 2024	40	$573M	$0	$0		IVV, IWP, TFLO, VBR, VEA	13F-HR	2/26/2025, 02:32 PM