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
USMV
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$103.36 M
18 %

1,086,372

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$93.84 M
17 %

2,940,881

SCHV
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$76.02 M
14 %

2,611,407

HAWX
HAWX

ISHARES TR

MSCI ACWI EXUS
46435G847
$64.00 M
11 %

1,692,450

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$63.06 M
11 %

324,192

IJR
IJR

ISHARES TR

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

527,503

ESGU
ESGU

ISHARES TR

ESG AWR MSCI USA
46435G425
$8.21 M
2 %

56,392

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$7.92 M
1 %

16,915

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$7.77 M
1 %

14,999

AAPL
AAPL

APPLE INC

COM
037833100
$6.61 M
1 %

25,976

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