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AA Financial Advisors

Latest statistics and disclosures from AA Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VB, CGDV, VT, VTI, CGCP, and represent 23.56% of AA Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: CGGR (+$7.5M), TSLA (+$6.3M), IJH, DFIC, VCSH, BSCX, PBFR, BUFP, GLDM, DXYZ.
Started 28 new stock positions in LJAN, MGK, LJUL, MGV, IVW, IVE, BKNG, UNP, DYNF, ACN.
Reduced shares in these 10 stocks: BSJP (-$10M), AMZN (-$5.3M), BSCP, BSCT, VT, DFAE, LRGE, NVDA, BSCV, FSK.
Sold out of its positions in ABCL, AFG, CARR, CORT, DPZ, GNRC, BSMP, BSJP, BSCP, RBLX.
AA Financial Advisors was a net buyer of stock by $23M.
AA Financial Advisors has $541M in assets under management (AUM), dropping by 6.31%.
Central Index Key (CIK): 0002016899

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Portfolio Holdings for AA Financial Advisors

AA Financial Advisors holds 208 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Small Cp Etf (VB)	6.2	$34M		131k	257.95	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	6.1	$33M	+4%	755k	43.64	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	4.5	$24M	-6%	171k	141.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.4	$18M		55k	335.27	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	3.4	$18M		811k	22.64	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	3.2	$17M	+5%	424k	40.23	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.1	$17M	+81%	375k	44.47	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	2.3	$13M		636k	19.74	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	2.1	$11M		326k	34.65	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.9	$10M		122k	83.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.8	$9.7M	-10%	67k	143.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.8	$9.6M	+105%	145k	66.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.8	$9.5M	+47%	119k	79.73	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.8	$9.5M	-15%	291k	32.57	View chart
Commscope Hldg (COMM)	1.7	$9.4M		520k	18.13	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	1.7	$9.0M	-4%	20k	444.59	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	1.7	$9.0M	-3%	44k	204.85	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	1.6	$8.5M	-5%	181k	47.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	1.6	$8.5M	-4%	194k	43.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	1.6	$8.4M	-5%	181k	46.43	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	1.5	$8.4M	-16%	102k	82.34	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	1.5	$8.2M	-4%	211k	39.12	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.5	$8.2M	-19%	434k	18.84	View chart
Microsoft Corporation (MSFT)	1.4	$7.6M	+4%	16k	483.63	View chart
Spdr Series Trust State Street Spd (SPYV)	1.3	$7.1M	-6%	125k	56.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$7.0M	+42%	79k	88.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$6.8M		285k	24.04	View chart
Tesla Motors (TSLA)	1.3	$6.8M	+1246%	15k	449.72	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.3	$6.8M	-17%	407k	16.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$6.6M	+9%	9.7k	684.97	View chart
Broadcom (AVGO)	1.1	$5.8M	-3%	17k	346.10	View chart
NVIDIA Corporation (NVDA)	1.1	$5.8M	-19%	31k	186.50	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.1	$5.8M	+14%	296k	19.57	View chart
Apple (AAPL)	1.0	$5.4M	+3%	20k	271.86	View chart
Eli Lilly & Co. (LLY)	0.9	$4.9M	+12%	4.5k	1074.67	View chart
Amazon (AMZN)	0.7	$4.0M	-56%	18k	230.82	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$3.6M	+13%	53k	67.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$3.5M	+2%	5.6k	614.27	View chart
JPMorgan Chase & Co. (JPM)	0.6	$3.3M	+4%	10k	322.23	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.6	$3.3M	+6%	162k	20.60	View chart
Spdr Series Trust State Street Spd (SDY)	0.6	$3.2M		23k	139.16	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$3.1M	NEW	90k	34.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$3.1M	+10%	9.8k	313.01	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$3.0M		33k	89.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.8M	+3%	9.0k	313.80	View chart
Spdr Series Trust State Street Spd (SJNK)	0.5	$2.8M	+197%	109k	25.32	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.5	$2.6M	NEW	123k	21.46	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	0.5	$2.6M	NEW	90k	29.22	View chart
Pgim Rock Etf Tr Laddered S&p 500 (BUFP)	0.5	$2.6M	NEW	87k	30.12	View chart
Capital Group Core Balanced SHS (CGBL)	0.4	$2.3M	+2%	65k	35.33	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$2.3M	NEW	27k	85.37	View chart
Destiny Tech100 Com Shs (DXYZ)	0.4	$2.1M	NEW	70k	30.63	View chart
Meta Platforms Cl A (META)	0.4	$2.0M	+7%	3.0k	660.09	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.4	$2.0M	+9%	85k	23.34	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$1.9M		19k	104.07	View chart
Caterpillar (CAT)	0.4	$1.9M		3.3k	572.95	View chart
CSX Corporation (CSX)	0.3	$1.8M		49k	36.25	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.3	$1.8M		65k	27.38	View chart
salesforce (CRM)	0.3	$1.7M		6.3k	264.90	View chart
Ge Aerospace Com New (GE)	0.3	$1.7M		5.4k	308.05	View chart
Philip Morris International (PM)	0.3	$1.6M	+2%	10k	160.40	View chart
Chubb (CB)	0.3	$1.6M	-8%	5.0k	312.09	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.5M	+34%	19k	81.17	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$1.5M	+41%	57k	26.52	View chart
Fs Kkr Capital Corp (FSK)	0.3	$1.5M	-45%	101k	14.81	View chart
Advanced Drain Sys Inc Del (WMS)	0.3	$1.5M		10k	144.83	View chart
Visa Com Cl A (V)	0.3	$1.5M	+10%	4.2k	350.71	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$1.4M	+15%	5.6k	252.91	View chart
Lowe's Companies (LOW)	0.3	$1.4M	-3%	5.8k	241.14	View chart
Wal-Mart Stores (WMT)	0.3	$1.4M		12k	111.41	View chart
Ares Capital Corporation (ARCC)	0.2	$1.3M	+117%	64k	20.23	View chart
Travelers Companies (TRV)	0.2	$1.2M	-2%	4.3k	290.07	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.2M		1.6k	753.81	View chart
Netflix (NFLX)	0.2	$1.2M	+791%	13k	93.76	View chart
Kla Corp Com New (KLAC)	0.2	$1.2M	+29%	954.00	1215.08	View chart
McDonald's Corporation (MCD)	0.2	$1.2M	-2%	3.8k	305.61	View chart
Ohio Valley Banc (OVBC)	0.2	$1.2M	-14%	29k	39.98	View chart
Marsh & McLennan Companies (MMC)	0.2	$1.1M	+10%	6.1k	185.52	View chart
Stryker Corporation (SYK)	0.2	$1.1M		3.2k	351.45	View chart
Procter & Gamble Company (PG)	0.2	$1.1M	-4%	7.7k	143.32	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.1M	+98%	7.5k	143.97	View chart
ConocoPhillips (COP)	0.2	$1.1M	-2%	12k	93.61	View chart
Coca-Cola Company (KO)	0.2	$1.1M		15k	69.91	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$1.1M	+3%	3.5k	303.90	View chart
Constellation Energy (CEG)	0.2	$1.0M	+4%	3.0k	353.27	View chart
Costco Wholesale Corporation (COST)	0.2	$1.0M	+5%	1.2k	862.46	View chart
Phillips 66 (PSX)	0.2	$1.0M	-2%	7.9k	129.04	View chart
UnitedHealth (UNH)	0.2	$1.0M	+33%	3.0k	330.12	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$995k	NEW	18k	56.69	View chart
Duke Energy Corp Com New (DUK)	0.2	$984k		8.4k	117.21	View chart
Amgen (AMGN)	0.2	$907k	+25%	2.8k	327.27	View chart
Honeywell International (HON)	0.2	$883k	-10%	4.5k	195.07	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.2	$882k	+52%	39k	22.61	View chart
Bank of America Corporation (BAC)	0.2	$862k	+14%	16k	55.00	View chart
Johnson & Johnson (JNJ)	0.2	$858k	+5%	4.1k	206.94	View chart
Micron Technology (MU)	0.2	$851k	+12%	3.0k	285.41	View chart
Mastercard Incorporated Cl A (MA)	0.2	$850k	-7%	1.5k	570.88	View chart
Northrop Grumman Corporation (NOC)	0.2	$842k	+12%	1.5k	570.21	View chart
Raytheon Technologies Corp (RTX)	0.2	$840k	+4%	4.6k	183.41	View chart
Linde SHS (LIN)	0.2	$833k		2.0k	426.39	View chart
Abbvie (ABBV)	0.2	$827k	+36%	3.6k	228.51	View chart
Abbott Laboratories (ABT)	0.2	$814k	+5%	6.5k	125.29	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$794k	-5%	742.00	1069.86	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$780k		4.8k	160.97	View chart
Royal Caribbean Cruises (RCL)	0.1	$777k	+3%	2.8k	278.92	View chart
Morgan Stanley Com New (MS)	0.1	$717k		4.0k	177.53	View chart
Welltower Inc Com reit (WELL)	0.1	$712k	+8%	3.8k	185.61	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.1	$712k		7.9k	90.34	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$694k	NEW	1.7k	412.77	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$664k	+81%	30k	22.00	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$648k	+3%	14k	47.08	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$640k	+18%	27k	23.67	View chart
Heico Corp Cl A (HEI.A)	0.1	$624k		2.5k	252.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$622k	+14%	992.00	626.88	View chart
Home Depot (HD)	0.1	$583k	+2%	1.7k	344.01	View chart
Danaher Corporation (DHR)	0.1	$576k	+2%	2.5k	228.92	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$557k	-31%	6.1k	91.93	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$552k	+7%	23k	23.65	View chart
Capital One Financial (COF)	0.1	$548k	+3%	2.3k	242.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$546k	+8%	1.1k	502.65	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$540k	+2%	32k	16.92	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$523k	+3%	21k	24.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$517k	+41%	8.3k	62.47	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$515k	+41%	25k	21.00	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$501k	+81%	18k	27.62	View chart
Ge Vernova (GEV)	0.1	$498k	+7%	762.00	653.57	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$494k		3.2k	154.81	View chart
Blackrock (BLK)	0.1	$493k		461.00	1070.34	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$489k		3.5k	141.49	View chart
Gilead Sciences (GILD)	0.1	$489k	-2%	4.0k	122.74	View chart
TransDigm Group Incorporated (TDG)	0.1	$481k	+5%	362.00	1329.85	View chart
International Business Machines (IBM)	0.1	$466k	+93%	1.6k	296.21	View chart
Exxon Mobil Corporation (XOM)	0.1	$463k	+24%	3.8k	120.35	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$450k	+12%	10k	43.25	View chart
Truist Financial Corp equities (TFC)	0.1	$440k	+4%	8.9k	49.21	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$436k	+4%	1.7k	258.79	View chart
Hilton Worldwide Holdings (HLT)	0.1	$435k	+9%	1.5k	287.25	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$429k		1.4k	309.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$429k	+28%	3.6k	120.19	View chart
Sempra Energy (SRE)	0.1	$424k	+4%	4.8k	88.29	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$420k	NEW	2.0k	212.06	View chart
Wells Fargo & Company (WFC)	0.1	$418k	-8%	4.5k	93.20	View chart
Enterprise Products Partners (EPD)	0.1	$410k	+2%	13k	32.06	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$408k	+11%	7.6k	53.83	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$407k		7.2k	56.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$388k	+2%	14k	27.43	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$384k	+11%	846.00	453.36	View chart
Kkr & Co (KKR)	0.1	$383k	+5%	3.0k	127.48	View chart
Waste Connections (WCN)	0.1	$374k	+6%	2.1k	175.36	View chart
Progressive Corporation (PGR)	0.1	$366k	+2%	1.6k	227.73	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$366k	NEW	3.0k	123.25	View chart
Palantir Technologies Cl A (PLTR)	0.1	$357k	NEW	2.0k	177.75	View chart
Innovator Etfs Trust Innov Prm Inc 15 (LJAN)	0.1	$357k	NEW	15k	24.58	View chart
Innovator Etfs Trust Premium Inc 15 B (LJUL)	0.1	$357k	NEW	15k	23.98	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$356k	NEW	5.9k	60.81	View chart
Cisco Systems (CSCO)	0.1	$337k	+7%	4.4k	77.02	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$336k		14k	23.50	View chart
Deere & Company (DE)	0.1	$333k	+9%	716.00	465.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$333k	NEW	489.00	681.30	View chart
Southern Company (SO)	0.1	$333k		3.8k	87.20	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$332k	NEW	2.4k	141.16	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$332k		19k	17.35	View chart
Us Bancorp Del Com New (USB)	0.1	$331k	+3%	6.2k	53.36	View chart
PNC Financial Services (PNC)	0.1	$326k	+21%	1.6k	208.74	View chart
Union Pacific Corporation (UNP)	0.1	$326k	NEW	1.4k	231.32	View chart
Paychex (PAYX)	0.1	$313k		2.8k	112.18	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$302k		1.0k	300.33	View chart
S&p Global (SPGI)	0.1	$299k	+3%	573.00	522.59	View chart
Starbucks Corporation (SBUX)	0.1	$299k	+20%	3.5k	84.21	View chart
Comcast Corp Cl A (CMCSA)	0.1	$298k	+9%	10k	29.89	View chart
Boeing Company (BA)	0.1	$296k		1.4k	217.12	View chart
United Rentals (URI)	0.1	$287k	-4%	355.00	809.32	View chart
3M Company (MMM)	0.1	$285k	-3%	1.8k	160.10	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$275k	-3%	10k	27.21	View chart
Citizens Financial (CFG)	0.1	$272k	+3%	4.7k	58.41	View chart
Atmos Energy Corporation (ATO)	0.1	$272k	+18%	1.6k	167.63	View chart
Darden Restaurants (DRI)	0.1	$271k	+6%	1.5k	184.00	View chart
Yum! Brands (YUM)	0.0	$271k	+4%	1.8k	151.28	View chart
CVS Caremark Corporation (CVS)	0.0	$267k	+3%	3.4k	79.35	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$267k	NEW	777.00	343.06	View chart
Servicenow (NOW)	0.0	$265k	+467%	1.7k	153.19	View chart
Sherwin-Williams Company (SHW)	0.0	$264k	+17%	814.00	324.03	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$262k	+4%	661.00	396.31	View chart
Americas Gold And Silver Cor Com New	0.0	$261k	+104%	51k	5.11	View chart
Eaton Corp SHS (ETN)	0.0	$261k	-7%	818.00	318.51	View chart
Canadian Natural Resources (CNQ)	0.0	$257k	+3%	7.6k	33.85	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$256k	NEW	954.00	268.30	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$256k	-14%	1.7k	154.18	View chart
TJX Companies (TJX)	0.0	$256k	NEW	1.7k	153.61	View chart
EOG Resources (EOG)	0.0	$254k	+2%	2.4k	105.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$253k	-6%	9.4k	26.91	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$248k		23k	10.72	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$246k	NEW	3.4k	71.41	View chart
Sap Se Spon Adr (SAP)	0.0	$244k	+2%	1.0k	242.91	View chart
Booking Holdings (BKNG)	0.0	$236k	NEW	44.00	5355.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$235k	+11%	1.1k	219.78	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$233k	NEW	2.0k	114.76	View chart
Annaly Capital Management In Com New (NLY)	0.0	$232k		10k	22.36	View chart
Trimble Navigation (TRMB)	0.0	$230k		2.9k	78.35	View chart
Keurig Dr Pepper (KDP)	0.0	$230k	+4%	8.2k	28.01	View chart
American Electric Power Company (AEP)	0.0	$224k	NEW	1.9k	115.31	View chart
Becton, Dickinson and (BDX)	0.0	$221k		1.1k	194.07	View chart
Intuitive Surgical Com New (ISRG)	0.0	$218k	NEW	384.00	566.36	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$215k		4.1k	52.88	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$208k	NEW	829.00	250.43	View chart
Ingersoll Rand (IR)	0.0	$206k	+2%	2.6k	79.22	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$202k	NEW	3.7k	54.77	View chart
Metalla Rty & Streaming Com New (MTA)	0.0	$78k	NEW	10k	7.78	View chart

Past Filings by AA Financial Advisors

SEC 13F filings are viewable for AA Financial Advisors going back to 2024

AA Financial Advisors 2025 Q4 filed Jan. 14, 2026
AA Financial Advisors 2025 Q3 filed Oct. 14, 2025
AA Financial Advisors 2025 Q2 filed July 11, 2025
AA Financial Advisors 2025 Q1 filed April 17, 2025
AA Financial Advisors 2024 Q4 filed Jan. 23, 2025
AA Financial Advisors 2024 Q3 filed Oct. 18, 2024
AA Financial Advisors 2024 Q2 filed July 16, 2024
AA Financial Advisors 2024 Q1 filed May 3, 2024

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