Fund HoldingsFrazier Financial Advisors, LLC

Total Portfolio Value
$168.87M
Total Bought
$11.35M
Total Sold
$6.12M
Net Transaction
+$5.23M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD SPECIALIZED FUNDS0191,779+191,779042,14924.96%+42,149
MIDDLEFIELD BANC CORP038,664+38,66401,3350.79%+1,335
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
353,941372,646+18,70512,09412,9127.65%+818
SPDR SERIES TRUST
ST STR P500VAL
012,618+12,61807170.42%+717
CAPITAL GROUP EQUITY ETF TR
US SM MI CA ETF
024,760+24,76007140.42%+714
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,982+3,98205730.34%+573
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
013,200+13,20003700.22%+370
MANHATTAN BRDG CAP INC079,637+79,63703700.22%+370
WISDOMTREE TR(WT)04,230+4,23002790.16%+279
SPDR SERIES TRUST
ST STR SP500DIV
05,981+5,98102590.15%+259
VISA INC(V)0992+99203480.21%+348
ACCENTURE PLC IRELAND
SHS CLASS A
010,911+10,91102,9271.73%+2,927
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
05,323+5,32302020.12%+202
EXACT SCIENCES CORP(EXK)4,8714,604-2672664680.28%+201
EA SERIES TRUST
CAMB US EQUA ETF
03,463+3,46301760.10%+176
NVIDIA CORPORATION(NVDA)9,21210,144+9321,7191,8921.12%+173
EA SERIES TRUST
ALPHA ARCH 1-3
13,50314,807+1,3041,5371,7041.01%+167
THOR INDS INC(THO)9,23410,874+1,6409571,1160.66%+159
UNITEDHEALTH GROUP INC(UNH)8491,298+4492934280.25%+135
ALPHABET INC(GOOG)1,5861,656+703865180.31%+133
TRAVELERS COMPANIES INC(TRV)0432+43201250.07%+125
DEERE & CO(DE)0268+26801250.07%+125
SELECT SECTOR SPDR TR
ST STR STAPL ETF
01,470+1,47001140.07%+114
DIREXION SHS ETF TR
DAIL HEAL BU ETF
01,000+1,00001120.07%+112
AMERICAN ELEC PWR CO INC01,136+1,13601310.08%+131
SELECT SECTOR SPDR TR
ST STR FINL ETF
01,965+1,96501080.06%+108
WISDOMTREE TR(WT)140,541137,145-3,3965,8755,9713.54%+97
COCA COLA CO(KO)01,571+1,57101100.07%+110
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0644+6440770.05%+77
HOME DEPOT INC(HD)01,485+1,48505110.30%+511
JOHNSON & JOHNSON(JNJ)580876+2961081810.11%+74
ROCKWELL AUTOMATION INC(ROK)1,6931,69305926590.39%+67
NIKE INC(NKE)01,113+1,1130710.04%+71
NOVO-NORDISK A S(NVO)04,478+4,47802280.13%+228
JPMORGAN CHASE & CO.(JPM)6,3316,375+441,9972,0541.22%+57
ENBRIDGE INC(ENB)01,223+1,2230580.03%+58
DISNEY WALT CO(DIS)01,110+1,11001260.07%+126
PALOMAR HLDGS INC(PLMR)0400+4000540.03%+54
CHEVRON CORP NEW(CVX)0666+66601020.06%+102
INVESCO QQQ TR0282+28201730.10%+173
WELLS FARGO CO NEW(WFC)1,1521,536+384971430.08%+47
SCHWAB STRATEGIC TR01,277+1,2770420.02%+42
SPDR SERIES TRUST
ST STR P500ETF
0463+4630370.02%+37
WISDOMTREE TR(WT)17,50617,397-1091,1591,1960.71%+37
APPLIED MATLS INC69769701431790.11%+36
CHIPOTLE MEXICAN GRILL INC(CMG)0982+9820360.02%+36
SPDR SERIES TRUST
ST STR CONV ETF
0399+3990360.02%+36
KLA CORP(KLAC)029+290350.02%+35
SSGA ACTIVE TR
STATE STREET US
0560+5600350.02%+35
WORTHINGTON STL INC(WS)7,6327,650+182322650.16%+33
SPDR SERIES TRUST
ST STR SP DIV
0217+2170300.02%+30
WALMART INC(WMT)2,2692,362+932342630.16%+29
FLEX LTD(FLEX)0467+4670280.02%+28
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
1,4151,931+51672980.06%+26
NUVEEN AMT FREE MUN CR INC F(NVG)01,695+1,6950210.01%+21
UNITED PARCEL SERVICE INC(UPS)0209+2090210.01%+21
NORFOLK SOUTHN CORP(NSC)071+710210.01%+21
CATERPILLAR INC(CAT)048+480280.02%+28
FLAGSTAR BANK NATIONAL ASSOC(FLG)03,969+3,9690500.03%+50
VANECK ETF TRUST
SEMICONDUCTR ETF
064+640230.01%+23
EDWARDS LIFESCIENCES CORP01,402+1,40201200.07%+120
NGL ENERGY PARTNERS LP(NGL)05,000+5,0000500.03%+50
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
0341+3410400.02%+40
NEXTERA ENERGY INC(NEE)2,8122,873+612122310.14%+18
ISHARES TR99202+10315320.02%+17
ASTRAZENECA PLC(AZN)0931+9310860.05%+86
FIRST TR EXCHANGE-TRADED FD074+740170.01%+17
WISDOMTREE TR(WT)06,084+6,08401900.11%+190
EA SERIES TRUST
CAMBRIA ENDOWM
017,319+17,31905360.32%+536
JFROG LTD(FROG)01,000+1,0000620.04%+62
KEYSIGHT TECHNOLOGIES INC(KEYS)073+730150.01%+15
ISHARES TR95395306386530.39%+15
ADVANCED MICRO DEVICES INC(AMD)265265043570.03%+14
EXXON MOBIL CORP1,8341,831-32072200.13%+14
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
7,6267,62602772910.17%+13
SALESFORCE INC(CRM)0468+46801240.07%+124
PNC FINL SVCS GROUP INC(PNC)01,664+1,66403470.21%+347
AMERICAN EXPRESS CO(AXP)060+600220.01%+22
ISHARES TR
CORE MSCI EAFE
3,7613,813+523283410.20%+13
STERIS PLC(STE)02,099+2,09905320.32%+532
TEXAS INSTRS INC(TXN)0227+2270390.02%+39
RTX CORPORATION(RTX)0326+3260600.04%+60
UNILEVER PLC(UL)0192+1920130.01%+13
SMARTSTOP SELF STORAG REIT I(SMA)0404+4040130.01%+13
TAIWAN SEMICONDUCTOR MFG LTD(TSM)521517-41461570.09%+12
ALCON AG(ALC)0142+1420110.01%+11
TRUIST FINL CORP(TFC)0275+2750140.01%+14
MERCK & CO INC(MRK)0100+1000110.01%+11
INTERNATIONAL BUSINESS MACHS(IBM)0682+68202020.12%+202
SEMPRA(SRE)0387+3870340.02%+34
NETFLIX INC(NFLX)0100+100090.01%+9
SPDR SERIES TRUST
ST STR TIPS ETF
0350+350090.01%+9
INTEL CORP(INTC)0631+6310230.01%+23
BROADCOM INC(AVGO)55655601831920.11%+9
LOCKHEED MARTIN CORP(LMT)019+19090.01%+9
ABRDN GLOBAL INFRA INCOME FU0403+403090.01%+9
WORTHINGTON ENTERPRISES INC(WOR)015,351+15,35107920.47%+792
SPDR GOLD TR(GLD)209209074830.05%+9
DIAMOND HILL INVT GROUP INC
COM NEW
270270038460.03%+8
FEDERAL AGRIC MTG CORP0750+75001010.06%+101
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