• 13F History

Financial Advisory Corp

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$604M
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 47 stock holdings with total value $604M as of Q1 2025. Top holdings included IVV, IWP, TFLO, VBR, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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