Managers / Q1 2022 · view latest →
Financial Advisors, LLC
CIK 0001766909 · 26 ESSEX STREET, ANDOVER, MA, 01810 · 9784753242
Reported Value
$320M
Q1 2022
Positions
87
Filings on Record
28
2019–present window
Filed
May 12, 2022
original filing
Summary
Financial Advisors, Llc reported $320M in U.S.-listed holdings across 87 positions for Q1 2022.
The portfolio is heavily concentrated: USMV alone accounts for 23.8% of reported value.
Compared with Q4 2021, the fund opened 4 new positions and exited 4.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2025 | $564M | 80 | Nov 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $537M | 78 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $507M | 81 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $521M | 83 | Jan 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $525M | 78 | Oct 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $489M | 74 | Jul 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $483M | 77 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $446M | 76 | Feb 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $404M | 73 | Oct 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $420M | 79 | Aug 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $395M | 80 | May 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $366.0B | 79 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $288M | 76 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $283M | 76 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $320M | 87 | May 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $328M | 87 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $296M | 88 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $285M | 87 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $251M | 81 | Apr 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $225M | 80 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $190M | 70 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $179M | 62 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $148M | 60 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $176M | 61 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $163M | 59 | Nov 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $156M | 59 | Jul 31, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $146M | 60 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $123M | 58 | Feb 14, 2019 | 13F-HR | changes · 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 ↗.