Frazier Financial Advisors, LLC Portfolio Holdings
Frazier Financial Advisors, LLC
- $142 Billion
- Q2 2025
Frazier Financial Advisors, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $142 Billion distributed in 610 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $40.6B, Spdr S&P 500 ETF Trust with a value of $10.6B, Vanguard Total Stock Market Et with a value of $10.2B, Wisdomtree Tr Currency Hedged with a value of $5.63B, and Wisdomtree Tr U.S. Midcap Divi with a value of $4.53B.
Examining the 13F form we can see an increase of $12.1B in the current position value, from $130B to 142B. Also it can be appreciated an additional of 63 stocks purchases and 2 closed positions.
Frazier Financial Advisors, LLC is based out at Columbus, OH
Below you can find more details about Frazier Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 610
- Current Value $142 Billion
- Prior Value $130 Billion
- Filing
- Period Q2 2025
- Filing Date July 28, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 63 stocks
- Additional Purchases 123 stocks
- Sold out of 2 stocks
- Reduced holdings in 76 stocks