Arkolith/Funds/Frazier Financial Advisors, LLC

Frazier Financial Advisors, LLC

CIK 2002745Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Frazier Financial Advisors, LLC holds a focused book of 618 stocks worth $198.0M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Victoryshares US Eq Income E and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Vanguard S&P 500 ETF at 30% of the equity book.

Opened
25
bought for the first time
Added to
87
already held, bought more
Trimmed
164
sold some, still holds it
Sold out
241
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
56%
Top 10 holdings
70%
Top 20 holdings
79%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

22% mapped to company sectors

ETF / fund or unclassified
78%
Information Technology
8%
Health Care
5%
Financials
3%
Consumer Discretionary
2%
Industrials
2%
Materials
1%
Real Estate
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Frazier Financial Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY78 / 80$584.8B
ROYAL BANK OF CANADA78 / 80$164.2B
UBS Group AG78 / 80$158.8B
LPL Financial LLC78 / 80$89.9B
OSAIC HOLDINGS, INC.78 / 80$18.4B
JPMORGAN CHASE & CO77 / 80$549.6B
WELLS FARGO & COMPANY/MN77 / 80$175.6B
RAYMOND JAMES FINANCIAL INC77 / 80$109.1B

Ranked by how many of Frazier Financial Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

618 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$60.2M87.6K
30.4%
+8.7%
Added · +7K sh
2Capital Group GBL Growth Eqt
SHS CREAT UNIT
$17.6M414.9K
8.9%
+4.9%
Added · +20K sh
3Vanguard Index FDS
TOTAL STK MKT
$13.9M37.6K
7.0%
+0.4%
Added · +159 sh
4State STR SPDR S&P 500 ETF T
TR UNIT
$11.8M15.8K
5.9%
−6.7%
Reduced · −1K sh
5Goldman Sachs ETF TR
ULTR SHOR BD ETF
$8.3M164.3K
4.2%
−24%
Reduced · −52K sh
6Wisdomtree TR
DYNAMIC INTL EQT
$6.4M137.9K
3.2%
−0.1%
Reduced · −151 sh
7Wisdomtree TR
US MIDCAP DIVID
$5.4M94.9K
2.7%
+3.4%
Added · +3K sh
8Vanguard Index FDS
SMALL CP ETF
$5.4M17.7K
2.7%
+3.7%
Added · +625 sh
9Wisdomtree TR
US SMALLCAP DIVD
$5.0M121.7K
2.5%
+2.5%
Added · +3K sh
10Abbvie Inc
COM
$4.2M16.6K
2.1%
−8.1%
Reduced · −1K sh
11Apple Inc
COM
$3.5M12.3K
1.8%
+0.2%
Added · +24 sh
12Abbott Laboratories
COM
$2.5M27.1K
1.2%
−6.1%
Reduced · −2K sh
13Nvidia Corporation
COM
$2.1M10.7K
1.1%
−2.2%
Reduced · −237 sh
14JPMorgan Chase & Co
COM
$2.0M6.2K
1.0%
−5.7%
Reduced · −374 sh
15Ea Series Trust
ALPHA ARCH 1-3
$1.8M15.2K
0.9%
+2.9%
Added · +430 sh
16Microsoft Corp
COM
$1.7M4.4K
0.8%
−6.0%
Reduced · −285 sh
17Capital Group Equity ETF TR
US SM MI CA ETF
$1.6M47.1K
0.8%
+65%
Added · +18K sh
18Accenture PLC Ireland
SHS CLASS A
$1.4M10.9K
0.7%
−0.9%
Reduced · −96 sh
19Wisdomtree TR
INTL EQUITY FD
$1.2M16.8K
0.6%
−0.5%
Reduced · −86 sh
20Bath & Body Works Inc
COM
$1.1M48.7K
0.6%
Held
21Manhattan BRDG Cap Inc
COM
$970K214.7K
0.5%
+5.3%
Added · +11K sh
22Meta Platforms Inc
CL A
$960K1.7K
0.5%
−6.9%
Reduced · −127 sh
23Ishares TR
CORE S&P500 ETF
$938K1.3K
0.5%
−23%
Reduced · −365 sh
24Worthington Enterprises Inc
COM
$839K15.6K
0.4%
−5.1%
Reduced · −833 sh
25Rockwell Automation Inc
COM
$823K1.7K
0.4%
−3.1%
Reduced · −53 sh
26Thor Inds Inc
COM
$817K10.9K
0.4%
Held
27SPDR Series Trust
ST STR P500VAL
$763K12.6K
0.4%
−9.9%
Reduced · −1K sh
28Select Sector SPDR TR
ST STR TECHN ETF
$731K3.8K
0.4%
−3.6%
Reduced · −143 sh
29Vanguard Specialized Funds
DIV APP ETF
$697K2.9K
0.4%
−85%
Reduced · −17K sh
30Alphabet Inc
CAP STK CL A
$675K1.9K
0.3%
−11%
Reduced · −233 sh
31Vanguard Intl Equity Index F
FTSE SMCAP ETF
$636K4.1K
0.3%
−0.1%
Reduced · −4 sh
32Procter & Gamble Co
COM
$615K4.2K
0.3%
−1.7%
Reduced · −73 sh
33Applied Matls Inc
COM
$599K828
0.3%
+3.2%
Added · +26 sh
34Ea Series Trust
CAMBRIA ENDOWM
$559K16.7K
0.3%
+0.1%
Added · +20 sh
35Wisdomtree TR
US LARGECAP DIVD
$554K5.8K
0.3%
−8.0%
Reduced · −501 sh
36Alphabet Inc
CAP STK CL C
$512K1.4K
0.3%
−3.9%
Reduced · −59 sh
37Johnson & Johnson
COM
$488K1.9K
0.2%
+90%
Added · +910 sh
38Unitedhealth Group Inc
COM
$466K1.1K
0.2%
−16%
Reduced · −213 sh
39Steris PLC
SHS USD
$465K2.2K
0.2%
+5.1%
Added · +107 sh
40Home Depot Inc
COM
$453K1.3K
0.2%
−17%
Reduced · −269 sh
41Amazon Com Inc
COM
$439K1.8K
0.2%
+0.6%
Added · +11 sh
42Capital Grp Fixed Incm ETF T
MUN INM ETF
$426K15.5K
0.2%
−4.3%
Reduced · −690 sh
43Ishares TR
CORE MSCI EAFE
$410K4.2K
0.2%
Held
44PNC Finl Svcs Group Inc
COM
$410K1.7K
0.2%
Held
45Vanguard Index FDS
MID CAP ETF
$398K4.9K
0.2%
+301%
Added · +4K sh
461ST Finl Bancorp
COM
$373K11.0K
0.2%
Held
47Lam Research Corp
COM NEW
$353K814
0.2%
+5.4%
Added · +42 sh
48Berkshire Hathaway Inc Del
CL B NEW
$342K684
0.2%
−31%
Reduced · −301 sh
49PPG Inds Inc
COM
$340K2.8K
0.2%
Held
50Walmart Inc
COM
$329K2.9K
0.2%
+6.4%
Added · +175 sh
Showing 50 of 618 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026620$198.0M13F-HR
Q1 2026Mar 31, 2026May 5, 2026837$180.6M13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026644$168.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.