Institutions / Affiance Financial, LLC
Affiance Financial, LLC
CIK 1723681 · Institution · as of Dec 31, 2025
Portfolio value
$621.27M
Positions
104
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 104 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $124.11M | 20.0% |
| iShares Tr | $89.66M | 14.4% |
| Vanguard Index Fds | $69.53M | 11.2% |
| Profesionally Managed Portfo | $43.02M | 6.9% |
| Vanguard Tax-Managed Fds | $33.80M | 5.4% |
| iShares Tr | $27.95M | 4.5% |
| iShares Tr | $23.32M | 3.8% |
| Vanguard Index Fds | $17.03M | 2.7% |
| Vanguard Index Fds | $16.87M | 2.7% |
| Apple Inc. | $11.93M | 1.9% |
| Vanguard Intl Equity Index F | $11.47M | 1.8% |
| iShares Tr | $11.12M | 1.8% |
| SPDR Index Shs Fds | $9.95M | 1.6% |
| PIMCO ETF Tr | $6.68M | 1.1% |
| iShares Tr | $6.10M | 1.0% |
| Capital Grp Fixed Incm ETF T | $5.55M | 0.9% |
| Microsoft Corp | $5.37M | 0.9% |
| Capital Group Dividend Value | $5.22M | 0.8% |
| Vanguard Intl Equity Index F | $4.68M | 0.8% |
| iShares Tr | $4.48M | 0.7% |
| Alphabet Inc. | $4.44M | 0.7% |
| SPDR S&P 500 ETF Tr | $4.15M | 0.7% |
| Capital Group Core Equity Et | $3.60M | 0.6% |
| Vanguard Specialized Funds | $3.06M | 0.5% |
| Meta Platforms Inc | $3.01M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.