Financial Advisors, LLC

Q3 2025 13F Holdings

  • Location
    andover, MA
  • Num holdings

    80

  • Value ($000)

    $564,331

  • Date Filed
    11/07/2025
  • Form type
    13F-HR
  • CIK
    0001766909
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
U
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$103.36 M
18 %

1,086,372

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$93.84 M
17 %

2,940,881

S
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$76.02 M
14 %

2,611,407

H
HAWX

ISHARES TR

MSCI ACWI EXUS
46435G847
$64.00 M
11 %

1,692,450

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$63.06 M
11 %

324,192

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$62.68 M
11 %

527,503

E
ESGU

ISHARES TR

ESG AWR MSCI USA
46435G425
$8.21 M
2 %

56,392

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$7.92 M
1 %

16,915

M
MSFT

MICROSOFT CORP

COM
594918104
$7.77 M
1 %

14,999

A
AAPL

APPLE INC

COM
037833100
$6.61 M
1 %

25,976

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