SEC 13F Intelligence

Managers / Q3 2025

Financial Advisors, LLC

CIK 0001766909 · 26 ESSEX STREET, ANDOVER, MA, 01810 · 9784753242

Reported Value
$564M
Q3 2025
Positions
80
Filings on Record
28
2019–present window
Filed
Nov 7, 2025
original filing

Summary

Financial Advisors, Llc reported $564M in U.S.-listed holdings across 80 positions for Q3 2025.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $123MQ4 ’18Q1 ’19: $146MQ2 ’19: $156MQ3 ’19: $163MQ4 ’19: $176MQ4 ’19Q1 ’20: $148MQ2 ’20: $179MQ3 ’20: $190MQ4 ’20: $225MQ4 ’20Q1 ’21: $251MQ2 ’21: $285MQ3 ’21: $296MQ4 ’21: $328MQ4 ’21Q1 ’22: $320MQ2 ’22: $283MQ3 ’22: $288MQ4 ’22: $366.0BQ4 ’22Q1 ’23: $395MQ2 ’23: $420MQ3 ’23: $404MQ4 ’23: $446MQ4 ’23Q1 ’24: $483MQ2 ’24: $489MQ3 ’24: $525MQ4 ’24: $521MQ4 ’24Q1 ’25: $507MQ2 ’25: $537MQ3 ’25: $564Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2025$564M80Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$537M78Jul 29, 202513F-HRchanges · EDGAR ↗
Q1 2025$507M81May 2, 202513F-HRchanges · EDGAR ↗
Q4 2024$521M83Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024$525M78Oct 16, 202413F-HRchanges · EDGAR ↗
Q2 2024$489M74Jul 15, 202413F-HRchanges · EDGAR ↗
Q1 2024$483M77May 3, 202413F-HRchanges · EDGAR ↗
Q4 2023$446M76Feb 5, 202413F-HRchanges · EDGAR ↗
Q3 2023$404M73Oct 10, 202313F-HRchanges · EDGAR ↗
Q2 2023$420M79Aug 1, 202313F-HRchanges · EDGAR ↗
Q1 2023$395M80May 4, 202313F-HRchanges · EDGAR ↗
Q4 2022$366.0B79Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$288M76Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$283M76Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$320M87May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$328M87Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$296M88Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$285M87Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$251M81Apr 16, 202113F-HRchanges · EDGAR ↗
Q4 2020$225M80Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$190M70Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$179M62Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$148M60May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$176M61Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$163M59Nov 5, 201913F-HRchanges · EDGAR ↗
Q2 2019$156M59Jul 31, 201913F-HRchanges · EDGAR ↗
Q1 2019$146M60May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$123M58Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.