Institutions / AA Financial Advisors, LLC
AA Financial Advisors, LLC
CIK 2016899 · Institution · as of Dec 31, 2025
Portfolio value
$540.99M
Positions
208
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 208 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $33.69M | 6.2% |
| Capital Group Dividend Value | $32.96M | 6.1% |
| Vanguard Intl Equity Index F | $24.08M | 4.5% |
| Vanguard Index Fds | $18.38M | 3.4% |
| Capital Grp Fixed Incm ETF T | $18.37M | 3.4% |
| Capital Group Core Equity Et | $17.07M | 3.2% |
| Capital Group Growth ETF | $16.68M | 3.1% |
| Invesco Exch Trd Slf Idx Fd | $12.55M | 2.3% |
| Capital Group Gbl Growth Eqt | $11.28M | 2.1% |
| Vanguard Scottsdale Fds | $10.18M | 1.9% |
| Vanguard Whitehall Fds | $9.65M | 1.8% |
| iShares Tr | $9.59M | 1.8% |
| Vanguard Scottsdale Fds | $9.48M | 1.8% |
| Dimensional ETF Trust | $9.47M | 1.8% |
| Vistance Networks, Inc. | $9.42M | 1.7% |
| Vanguard Admiral Fds Inc | $9.01M | 1.7% |
| Vanguard Admiral Fds Inc | $8.95M | 1.7% |
| Innovator Etfs Trust | $8.53M | 1.6% |
| Innovator Etfs Trust | $8.50M | 1.6% |
| Innovator Etfs Trust | $8.40M | 1.6% |
| Legg Mason ETF Invt | $8.36M | 1.5% |
| Innovator Etfs Trust | $8.24M | 1.5% |
| Invesco Exch Trd Slf Idx Fd | $8.17M | 1.5% |
| Microsoft Corp | $7.63M | 1.4% |
| SPDR Series Trust | $7.09M | 1.3% |
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.