Voya Financial Advisors, Inc.

WINDSOR, CT · CIK 1424367 · 13F filing filed 2025-08-14

SEC-registered investment adviser since 1994 · corporation

Assets managed$3.9bn
Staff638 · 638 in investment roles
Main clients (by assets)Individuals 58%, High net worth individuals 41%
Form ADV · 2026-09-16SEC adviser record

Legal entityVoya Financial Advisors, Inc. (US)
Part of VOYA FINANCIAL, INC. (US)

Other 13F filers in this group: VOYA INVESTMENT MANAGEMENT CO files a notice, VOYA INVESTMENTS, LLC files a notice, Voya Financial, Inc. files a notice

$991.3m reported value +9.4% vs Q1 2025

226positions

70.3%in top 10

18 new 83 added 124 reduced 14 sold out vs Q1 2025

This report includes the holdings of 1 other manager that shares the investment decisions:

Voya Financial, Inc. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	685,315	$195.0m19.67%	19.67%	Added +103.1k	+103,051 17.7%
2	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	1,809,316	$132.7m13.39%	13.39%	Added +75.9k	+75,881 4.4%
3	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	1,382,348	$92.7m9.35%	9.35%	Reduced -145.0k	-144,963 -9.5%
4	ISHARES TR USD INV GRDE ETF USIG	USIG	853,581	$43.7m4.41%	4.41%	Reduced -82.0k	-81,956 -8.8%
5	ISHARES TR CORE S&P500 ETF IVV	IVV	70,530	$43.5m4.39%	4.39%	Reduced -193	-193 -0.3%
6	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	217,269	$41.7m4.20%	4.20%	Reduced -5.0k	-5,003 -2.2%
7	SPDR SER TR PORTFOLIO LN TSR SPTL	SPTL	1,582,452	$41.6m4.20%	4.20%	Reduced -206.2k	-206,187 -11.5%
8	ISHARES TR CORE S&P SCP ETF IJR	IJR	359,749	$39.4m3.97%	3.97%	Added +24.3k	+24,289 7.2%
9	ISHARES TR CORE S&P MCP ETF IJH	IJH	623,770	$38.7m3.90%	3.90%	Added +20.1k	+20,090 3.3%
10	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	358,884	$28.2m2.85%	2.85%	Added +17.4k	+17,382 5.1%
11	ISHARES TR IBOXX HI YD ETF HYG	HYG	193,386	$15.5m1.57%	1.57%	Reduced -8.0k	-8,033 -4.0%
12	MICROSOFT CORP COM MSFT	MSFT	22,657	$11.2m1.13%	1.13%	Added +77	+77 0.3%
13	META PLATFORMS INC CL A META	META	9,456	$6.9m0.70%	0.70%	Reduced -153	-153 -1.6%
14	EXXON MOBIL CORP COM XOM	XOM	60,676	$6.6m0.67%	0.67%	Added +814	+814 1.4%
15	ISHARES TR MBS ETF MBB	MBB	70,251	$6.6m0.66%	0.66%	Reduced -2.3k	-2,275 -3.1%
16	AMAZON COM INC COM AMZN	AMZN	28,800	$6.4m0.65%	0.65%	Added +822	+822 2.9%
17	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	44,295	$5.9m0.59%	0.59%	Added +14.1k	+14,126 46.8%
18	SCHWAB CHARLES CORP COM SCHW	SCHW	59,243	$5.3m0.54%	0.54%	Added +2.2k	+2,204 3.9%
19	JPMORGAN CHASE & CO COM JPM	JPM	18,547	$5.3m0.54%	0.54%	Reduced -2.7k	-2,704 -12.7%
20	PHILIP MORRIS INTL INC COM PM	PM	28,913	$5.2m0.53%	0.53%	Reduced -11	-11 -0.0%
21	BOOKING HOLDINGS INC COM BKNG	BKNG	899	$5.1m0.52%	0.52%	Added +38	+38 4.4%
22	NVIDIA CORPORATION COM NVDA	NVDA	30,832	$4.9m0.49%	0.49%	Reduced -932	-932 -2.9%
23	ALPHABET INC CAP STK CL A GOOGL	GOOGL	25,554	$4.6m0.46%	0.46%	Added +989	+989 4.0%
24	VISA INC COM CL A V	V	11,690	$4.1m0.41%	0.41%	Reduced -623	-623 -5.1%
25	LOCKHEED MARTIN CORP COM LMT	LMT	8,144	$3.7m0.38%	0.38%	Added +1.4k	+1,445 21.6%
26	WELLS FARGO CO NEW COM WFC	WFC	44,615	$3.5m0.36%	0.36%	Added +1.8k	+1,824 4.3%
27	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	15,404	$3.5m0.36%	0.36%	Added +678	+678 4.6%
28	ELEVANCE HEALTH INC COM ELV	ELV	9,061	$3.5m0.35%	0.35%	Reduced -97	-97 -1.1%
29	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	11,187	$3.4m0.34%	0.34%	Added +284	+284 2.6%
30	STARBUCKS CORP COM SBUX	SBUX	33,610	$3.1m0.31%	0.31%	Added +1.8k	+1,803 5.7%
31	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	6,310	$3.1m0.31%	0.31%	Reduced -527	-527 -7.7%
32	COMCAST CORP NEW CL A CMCSA	CMCSA	83,883	$3.0m0.30%	0.30%	Added +2.6k	+2,593 3.2%
33	IQVIA HLDGS INC COM IQV	IQV	18,177	$2.9m0.29%	0.29%	Added +5.3k	+5,321 41.4%
34	MASTERCARD INCORPORATED CL A MA	MA	5,094	$2.8m0.28%	0.28%	Reduced -931	-931 -15.4%
35	APPLIED MATLS INC COM AMAT	AMAT	15,291	$2.8m0.28%	0.28%	Added +6.5k	+6,520 74.3%
36	MEDTRONIC PLC SHS MDT	MDT	31,396	$2.7m0.27%	0.27%	Added +945	+945 3.1%
37	DISNEY WALT CO COM DIS	DIS	21,730	$2.7m0.27%	0.27%	Added +1.0k	+1,010 4.9%
38	ALPHABET INC CAP STK CL C GOOG	GOOG	14,587	$2.6m0.26%	0.26%	Reduced -678	-678 -4.4%
39	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	28,862	$2.6m0.26%	0.26%	Added +10.5k	+10,461 56.9%
40	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	17,003	$2.3m0.23%	0.23%	Reduced -5.2k	-5,248 -23.6%
41	AIR PRODS & CHEMS INC COM APD	APD	7,955	$2.2m0.23%	0.23%	Added +452	+452 6.0%
42	CARMAX INC COM KMX	KMX	33,616	$2.2m0.23%	0.23%	Added +1.7k	+1,656 5.2%
43	ORACLE CORP COM ORCL	ORCL	10,516	$2.2m0.22%	0.22%	Reduced -778	-778 -6.9%
44	ISHARES TR 7-10 YR TRSY BD IEF	IEF	22,884	$2.2m0.22%	0.22%	New
45	VEEVA SYS INC CL A COM VEEV	VEEV	7,411	$2.1m0.21%	0.21%	Reduced -109	-109 -1.4%
46	ANALOG DEVICES INC COM ADI	ADI	8,778	$2.1m0.21%	0.21%	Added +95	+95 1.1%
47	AUTODESK INC COM ADSK	ADSK	6,733	$2.1m0.21%	0.21%	Reduced -74	-74 -1.1%
48	SALESFORCE INC COM CRM	CRM	7,466	$2.0m0.21%	0.21%	Reduced -1.8k	-1,815 -19.6%
49	BECTON DICKINSON & CO COM BDX	BDX	11,822	$2.0m0.20%	0.20%	Added +2.0k	+1,984 20.2%
50	ENBRIDGE INC COM ENB	ENB	42,284	$1.9m0.19%	0.19%	Added +2.3k	+2,325 5.8%
51	SERVICENOW INC COM NOW	NOW	1,825	$1.9m0.19%	0.19%	Reduced -128	-128 -6.5%
52	AMERICAN TOWER CORP NEW COM AMT	AMT	8,547	$1.9m0.19%	0.19%	Added +1.5k	+1,536 21.9%
53	ISHARES TR CORE US AGGBD ET AGG	AGG	18,385	$1.8m0.18%	0.18%	Added +2.0k	+1,956 11.9%
54	SPDR SER TR ICE PFD SEC ETF PSK	PSK	56,383	$1.8m0.18%	0.18%	Added +3.4k	+3,448 6.5%
55	ADOBE INC COM ADBE	ADBE	4,606	$1.8m0.18%	0.18%	Added +403	+403 9.6%
56	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	18,253	$1.7m0.17%	0.17%	New
57	GENERAL DYNAMICS CORP COM GD	GD	5,940	$1.7m0.17%	0.17%	Added +60	+60 1.0%
58	NOVARTIS AG SPONSORED ADR NVS	NVS	14,339	$1.7m0.17%	0.17%	Added +46	+46 0.3%
59	OMNICOM GROUP INC COM OMC	OMC	24,008	$1.7m0.17%	0.17%	Added +7.9k	+7,907 49.1%
60	DIAGEO PLC SPON ADR NEW DEO	DEO	17,037	$1.7m0.17%	0.17%	Added +857	+857 5.3%
61	UNILEVER PLC SPON ADR NEW SPON ADR NEW		27,926	$1.7m0.17%	0.17%	Added +155	+155 0.6%
62	ISHARES TR 1 3 YR TREAS BD SHY	SHY	19,645	$1.6m0.16%	0.16%	Reduced -3.2k	-3,200 -14.0%
63	QUALCOMM INC COM QCOM	QCOM	9,977	$1.6m0.16%	0.16%	Added +852	+852 9.3%
64	HEICO CORP NEW COM HEI	HEI	4,851	$1.6m0.16%	0.16%	Reduced -107	-107 -2.2%
65	AIRBNB INC COM CL A ABNB	ABNB	11,663	$1.6m0.16%	0.16%	New
66	BANK NEW YORK MELLON CORP COM BNY	BNY	16,661	$1.5m0.15%	0.15%	Reduced -435	-435 -2.5%
67	ISHARES TR 10+ YR INVST GRD IGLB	IGLB	30,436	$1.5m0.15%	0.15%	Reduced -254	-254 -0.8%
68	BLACKROCK INC COM BLK	BLK	1,439	$1.5m0.15%	0.15%	Reduced -97	-97 -6.3%
69	CONOCOPHILLIPS COM COP	COP	16,617	$1.5m0.15%	0.15%	Added +541	+541 3.4%
70	DUKE ENERGY CORP NEW COM NEW DUK	DUK	12,639	$1.5m0.15%	0.15%	Added +303	+303 2.5%
71	APPLE INC COM AAPL	AAPL	7,275	$1.5m0.15%	0.15%	Reduced -306	-306 -4.0%
72	ENTERGY CORP NEW COM ETR	ETR	17,643	$1.5m0.15%	0.15%	Added +6.8k	+6,849 63.5%
73	NETFLIX INC COM NFLX	NFLX	1,081	$1.4m0.14%	0.14%	Reduced -50	-50 -4.4%
74	TRUIST FINL CORP COM TFC	TFC	33,277	$1.4m0.14%	0.14%	Added +1.6k	+1,579 5.0%
75	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	24,392	$1.4m0.14%	0.14%	Reduced -111	-111 -0.5%
76	BANK AMERICA CORP COM BAC	BAC	29,188	$1.4m0.14%	0.14%	Added +486	+486 1.7%
77	ISHARES TR 20 YR TR BD ETF TLT	TLT	15,580	$1.4m0.14%	0.14%	Added +336	+336 2.2%
78	UNITEDHEALTH GROUP INC COM UNH	UNH	4,334	$1.3m0.14%	0.14%	Added +109	+109 2.6%
79	CENCORA INC COM COR	COR	4,465	$1.3m0.13%	0.13%	Reduced -3.1k	-3,083 -40.9%
80	GENUINE PARTS CO COM GPC	GPC	11,075	$1.3m0.13%	0.13%	Added +350	+350 3.3%
81	CHECK POINT SOFTWARE TECH LT ORD CHKP	CHKP	6,149	$1.3m0.13%	0.13%	Reduced -3.7k	-3,715 -37.7%
82	GSK PLC SPONSORED ADR GSK	GSK	33,972	$1.3m0.13%	0.13%	Added +5.1k	+5,093 17.6%
83	COSTAR GROUP INC COM CSGP	CSGP	15,538	$1.3m0.13%	0.13%	Reduced -816	-816 -5.0%
84	MCKESSON CORP COM MCK	MCK	1,723	$1.3m0.13%	0.13%	Reduced -25	-25 -1.4%
85	FISERV INC COM FISV	FISV	7,045	$1.2m0.12%	0.12%	Added +436	+436 6.6%
86	BROADCOM INC COM AVGO	AVGO	4,498	$1.2m0.12%	0.12%	Reduced -32	-32 -0.7%
87	COCA COLA CO COM KO	KO	17,105	$1.2m0.12%	0.12%	Added +382	+382 2.3%
88	UNITED PARCEL SERVICE INC CL B UPS	UPS	11,874	$1.2m0.12%	0.12%	Added +2.5k	+2,549 27.3%
89	SYSCO CORP COM SYY	SYY	15,645	$1.2m0.12%	0.12%	Added +9.3k	+9,324 147.5%
90	RTX CORPORATION COM RTX	RTX	7,737	$1.1m0.11%	0.11%	Reduced -236	-236 -3.0%
91	ELI LILLY & CO COM LLY	LLY	1,430	$1.1m0.11%	0.11%	Added +28	+28 2.0%
92	PFIZER INC COM PFE	PFE	45,781	$1.1m0.11%	0.11%	Added +2.8k	+2,790 6.5%
93	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	20,411	$1.1m0.11%	0.11%	Reduced -1.2k	-1,152 -5.3%
94	AMGEN INC COM AMGN	AMGN	3,830	$1.1m0.11%	0.11%	Added +163	+163 4.5%
95	ABBOTT LABS COM ABT	ABT	7,848	$1.1m0.11%	0.11%	Unchanged
96	ISHARES TR 3 7 YR TREAS BD IEI	IEI	8,601	$1.0m0.10%	0.10%	Added +3.4k	+3,390 65.0%
97	LLOYDS BANKING GROUP PLC SPONSORED ADR LYG	LYG	240,885	$1.0m0.10%	0.10%	Added +15.5k	+15,520 6.9%
98	S&P GLOBAL INC COM SPGI	SPGI	1,964	$1.0m0.10%	0.10%	Reduced -660	-660 -25.1%
99	TRANSDIGM GROUP INC COM TDG	TDG	678	$1.0m0.10%	0.10%	Reduced -35	-35 -4.9%
100	SANOFI SPONSORED ADR SNY	SNY	21,051	$1.0m0.10%	0.10%	Added +348	+348 1.7%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
ALTRIA GROUP INC MO	MO	8,776	$510.3k8.8k shares
HEALTHPEAK PROPERTIES INC DOC	DOC	21,059	$425.2k21.1k shares
AMERIPRISE FINL INC AMP	AMP	727	$350.6k727 shares
ARES MANAGEMENT CORPORATION ARES	ARES	1,979	$286.8k2.0k shares
DELL TECHNOLOGIES INC DELL	DELL	2,857	$263.7k2.9k shares
PLAINS ALL AMERN PIPELINE L PAA	PAA	11,561	$233.6k11.6k shares
MPLX LP MPLX	MPLX	4,304	$232.6k4.3k shares
WATSCO INC WSO	WSO	451	$226.3k451 shares
WESTERN MIDSTREAM PARTNERS L WES	WES	5,393	$223.6k5.4k shares
ENERGY TRANSFER L P ET	ET	11,331	$212.0k11.3k shares
BCE INC BCE	BCE	9,212	$211.6k9.2k shares
PAYLOCITY HLDG CORP PCTY	PCTY	1,110	$206.8k1.1k shares
AUTOZONE INC AZO	AZO	54	$203.6k54 shares
RBC BEARINGS INC RBC	RBC	621	$202.2k621 shares