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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 CGDV, VB, CGGR, DFAC, CGUS, and represent 20.64% of AA Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$29M), DGCB (+$17M), BIL (+$17M), DFIC (+$15M), CGGR (+$14M), VCSH (+$10M), DFSD (+$9.1M), DFCF (+$8.7M), DFGP (+$8.3M), DFGX (+$7.7M).
Started 33 new stock positions in FTNY, OR, DFAC, DFGR, CORT, AZN, CVX, QUAL, DFSV, FBTC.
Reduced shares in these 10 stocks: VOOG (-$9.0M), VOOV (-$8.6M), CGCP (-$7.2M), VT (-$5.6M), DFAE, LRGE, BSCV, BSCT, BSCR, CGGO.
Sold out of its positions in ATI, AstraZeneca, BDX, BX, BKNG, ISRG, OEF, KKR, KDP, PAYX. SPGI, SAP, SCHX, FNDX, NOW, SHW, TRMB, URI, VOOG, ACN.
AA Financial Advisors was a net buyer of stock by $180M.
AA Financial Advisors has $710M in assets under management (AUM), dropping by 31.22%.
Central Index Key (CIK): 0002016899

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Portfolio Holdings for AA Financial Advisors

AA Financial Advisors holds 221 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Dividend Value Shs Creation Uni (CGDV)	4.8	$34M	+6%	803k	42.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.7	$34M		128k	261.92	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	4.2	$30M	+95%	734k	40.19	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.1	$29M	NEW	740k	38.86	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	2.9	$21M	+26%	536k	38.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.8	$20M	+107%	247k	79.27	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.6	$18M	+465%	510k	35.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.5	$18M	+2%	56k	320.81	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.5	$18M	-23%	130k	138.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.4	$17M	+75%	255k	67.53	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	2.4	$17M	NEW	316k	54.13	View chart
Spdr Series Trust State Street Spd (BIL)	2.4	$17M	NEW	185k	91.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.7	$12M	+72%	137k	88.70	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	1.5	$11M	-39%	488k	22.34	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.5	$11M	-15%	536k	19.62	View chart
Tesla Motors (TSLA)	1.4	$9.7M	+71%	26k	371.75	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	1.3	$9.5M	-12%	284k	33.37	View chart
Commscope Hldg (VISN)	1.3	$9.5M		520k	18.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.3	$9.3M	-6%	63k	148.10	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.3	$9.1M	NEW	191k	47.88	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.3	$9.1M	-9%	110k	82.75	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.2	$8.7M	NEW	206k	42.22	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.2	$8.3M	NEW	153k	53.99	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	1.2	$8.2M		207k	39.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	1.2	$8.2M	-2%	177k	46.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	1.2	$8.2M	-2%	189k	43.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	1.1	$8.1M	-2%	177k	45.97	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	1.1	$7.9M	+203%	273k	29.00	View chart
Pgim Rock Etf Tr Laddered S&p 500 (BUFP)	1.1	$7.8M	+203%	264k	29.72	View chart
Spdr Series Trust State Street Spd (SJNK)	1.1	$7.8M	+186%	311k	24.98	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	1.1	$7.7M	NEW	148k	52.45	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.1	$7.7M	+213%	83k	92.69	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.1	$7.5M	NEW	213k	35.04	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.0	$7.1M	NEW	192k	36.76	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	1.0	$7.0M	+626%	127k	55.24	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$7.0M		284k	24.75	View chart
Microsoft Corporation (MSFT)	0.9	$6.2M	+6%	17k	370.16	View chart
Spdr Series Trust State Street Spd (SPYV)	0.9	$6.1M	-12%	109k	56.58	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.9	$6.1M	-24%	327k	18.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.9	$6.0M	+4%	309k	19.53	View chart
Apple (AAPL)	0.8	$5.7M	+11%	22k	253.79	View chart
NVIDIA Corporation (NVDA)	0.8	$5.5M		32k	174.40	View chart
Broadcom (AVGO)	0.8	$5.4M	+2%	17k	309.51	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$5.3M	-46%	157k	33.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$5.0M	-21%	7.6k	653.18	View chart
Capital Group Core Balanced SHS (CGBL)	0.7	$4.7M	+110%	136k	34.41	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.6	$4.5M	+37%	222k	20.42	View chart
Eli Lilly & Co. (LLY)	0.6	$4.3M	+2%	4.6k	919.72	View chart
Amazon (AMZN)	0.6	$4.2M	+15%	20k	208.27	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.5	$3.9M	-49%	51k	75.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$3.7M	+178%	16k	237.62	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.5	$3.6M	-45%	221k	16.46	View chart
Spdr Series Trust State Street Spd (SDY)	0.5	$3.3M		23k	145.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$3.2M	+13%	11k	287.55	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$3.2M	NEW	92k	34.55	View chart
JPMorgan Chase & Co. (JPM)	0.4	$3.1M		11k	294.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$3.0M	+14%	10k	286.86	View chart
Innovator Etfs Trust Premium Inc 15 B (LJUL)	0.4	$2.8M	+680%	116k	23.83	View chart
Innovator Etfs Trust Innov Prm Inc 15 (LJAN)	0.4	$2.8M	+683%	114k	24.19	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$2.7M	-26%	39k	69.75	View chart
Ares Capital Corporation (ARCC)	0.4	$2.7M	+130%	148k	18.02	View chart
Costco Wholesale Corporation (COST)	0.4	$2.6M	+118%	2.6k	996.59	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$2.5M	-16%	28k	90.53	View chart
Caterpillar (CAT)	0.3	$2.4M		3.4k	708.38	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$2.4M	NEW	60k	39.44	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.3	$2.2M	NEW	43k	51.74	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$2.2M	NEW	69k	32.22	View chart
CSX Corporation (CSX)	0.3	$2.1M	+4%	52k	41.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.1M	-35%	3.7k	577.19	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$2.0M	+314%	75k	27.23	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$2.0M		19k	106.01	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.3	$2.0M	-24%	93k	21.15	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.3	$1.9M	-2%	83k	23.18	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.3	$1.8M	+2%	66k	27.15	View chart
Meta Platforms Cl A (META)	0.2	$1.8M	+2%	3.1k	572.06	View chart
ConocoPhillips (COP)	0.2	$1.7M	+14%	13k	132.00	View chart
Chubb (CB)	0.2	$1.7M	+5%	5.3k	325.92	View chart
Philip Morris International (PM)	0.2	$1.7M		10k	165.34	View chart
Netflix (NFLX)	0.2	$1.6M	+36%	17k	96.15	View chart
Destiny Tech100 Com Shs (DXYZ)	0.2	$1.6M	-12%	61k	26.78	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$1.6M	NEW	32k	50.63	View chart
Wal-Mart Stores (WMT)	0.2	$1.6M	+2%	13k	124.28	View chart
Phillips 66 (PSX)	0.2	$1.6M	+10%	8.7k	182.19	View chart
Ge Aerospace Com New (GE)	0.2	$1.5M	-3%	5.2k	283.75	View chart
Lowe's Companies (LOW)	0.2	$1.5M	+6%	6.1k	236.28	View chart
Kla Corp Com New (KLAC)	0.2	$1.4M		968.00	1472.45	View chart
Advanced Drain Sys Inc Del (WMS)	0.2	$1.4M		10k	137.13	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$1.4M	-7%	52k	26.26	View chart
Travelers Companies (TRV)	0.2	$1.3M	+7%	4.6k	291.66	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$1.3M	+166%	65k	20.41	View chart
Procter & Gamble Company (PG)	0.2	$1.3M	+17%	9.1k	144.44	View chart
McDonald's Corporation (MCD)	0.2	$1.3M	+10%	4.2k	310.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.3M	+309%	2.0k	650.24	View chart
Coca-Cola Company (KO)	0.2	$1.3M	+10%	17k	76.05	View chart
Visa Com Cl A (V)	0.2	$1.3M		4.2k	302.24	View chart
Ohio Valley Banc (OVBC)	0.2	$1.3M		29k	43.86	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.3M	+14%	9.6k	130.94	View chart
salesforce (CRM)	0.2	$1.2M	+5%	6.7k	186.67	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$1.2M	+128%	73k	16.72	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$1.2M	+2%	3.6k	337.96	View chart
Honeywell International (HON)	0.2	$1.2M	+17%	5.3k	226.03	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.1M	-30%	13k	88.16	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$1.1M	NEW	42k	26.58	View chart
Stryker Corporation (SYK)	0.2	$1.1M	+8%	3.4k	328.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.1M		1.6k	697.89	View chart
Northrop Grumman Corporation (NOC)	0.2	$1.1M	+6%	1.6k	682.24	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$1.0M	NEW	29k	35.78	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.1	$1.0M	+18%	46k	22.37	View chart
Linde SHS (LIN)	0.1	$1.0M	+6%	2.1k	495.76	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$1.0M	NEW	30k	33.79	View chart
Marsh & McLennan Companies (MRSH)	0.1	$1.0M	-5%	5.8k	173.45	View chart
Amgen (AMGN)	0.1	$1.0M	+3%	2.9k	351.85	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.0M		7.5k	132.90	View chart
Johnson & Johnson (JNJ)	0.1	$972k	-4%	4.0k	244.42	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$964k		730.00	1320.83	View chart
Micron Technology (MU)	0.1	$936k	-7%	2.8k	337.84	View chart
Abbvie (ABBV)	0.1	$875k	+11%	4.0k	217.51	View chart
Raytheon Technologies Corp (RTX)	0.1	$864k	-2%	4.5k	192.90	View chart
Welltower Inc Com reit (WELL)	0.1	$859k	+13%	4.3k	197.71	View chart
Constellation Energy (CEG)	0.1	$850k	+2%	3.0k	279.25	View chart
Royal Caribbean Cruises (RCL)	0.1	$846k	+10%	3.1k	275.18	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$825k	NEW	20k	41.09	View chart
Bank of America Corporation (BAC)	0.1	$764k		16k	48.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$749k	+43%	1.6k	479.20	View chart
Ge Vernova (GEV)	0.1	$740k	+11%	848.00	872.91	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.1	$730k		7.9k	92.60	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$718k	+9%	33k	21.68	View chart
Morgan Stanley Com New (MS)	0.1	$696k	+4%	4.2k	164.57	View chart
Exxon Mobil Corporation (XOM)	0.1	$693k	+6%	4.1k	169.65	View chart
International Business Machines (IBM)	0.1	$666k	+74%	2.7k	242.41	View chart
Astrazeneca Ord (AZN)	0.1	$645k	NEW	3.3k	197.22	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$629k		1.7k	367.44	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$597k	+3%	5.0k	118.62	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$544k		23k	23.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$542k	-8%	907.00	597.74	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$525k	+24%	9.0k	58.47	View chart
Mastercard Incorporated Cl A (MA)	0.1	$516k	-30%	1.0k	499.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$511k	-20%	22k	23.65	View chart
Heico Corp Cl A (HEI.A)	0.1	$510k	-2%	2.4k	211.09	View chart
Enterprise Products Partners (EPD)	0.1	$504k	+4%	13k	37.84	View chart
Home Depot (HD)	0.1	$501k	-10%	1.5k	328.89	View chart
Gilead Sciences (GILD)	0.1	$476k	-14%	3.4k	139.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$475k	+13%	2.3k	211.15	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$475k		3.4k	138.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$471k	+6%	3.8k	124.31	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$470k		3.2k	146.62	View chart
Sempra Energy (SRE)	0.1	$469k		4.8k	97.17	View chart
Abbott Laboratories (ABT)	0.1	$463k	-30%	4.5k	102.67	View chart
Deere & Company (DE)	0.1	$456k	+13%	810.00	563.30	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$445k		10k	42.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$435k		14k	30.68	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$434k	+29%	19k	23.40	View chart
Hilton Worldwide Holdings (HLT)	0.1	$421k	-8%	1.4k	304.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$420k	+24%	3.7k	113.10	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$410k	+8%	919.00	446.54	View chart
Truist Financial Corp equities (TFC)	0.1	$410k		8.9k	45.97	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$410k		1.4k	295.04	View chart
TransDigm Group Incorporated (TDG)	0.1	$409k	-2%	353.00	1158.96	View chart
Capital One Financial (COF)	0.1	$405k		2.2k	182.43	View chart
Wells Fargo & Company (WFC)	0.1	$393k	+10%	4.9k	79.61	View chart
Southern Company (SO)	0.1	$389k	+5%	4.0k	96.52	View chart
Cisco Systems (CSCO)	0.1	$379k	+11%	4.9k	77.59	View chart
Air Products & Chemicals (APD)	0.1	$375k	NEW	1.3k	290.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$368k	-30%	5.7k	64.08	View chart
Us Bancorp Com New (USB)	0.1	$368k	+14%	7.1k	52.01	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$367k	-48%	11k	34.02	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$361k	+5%	6.2k	58.18	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$354k	+3%	2.4k	144.95	View chart
Union Pacific Corporation (UNP)	0.0	$352k	+3%	1.5k	242.62	View chart
Waste Connections (WCN)	0.0	$352k		2.2k	162.44	View chart
PNC Financial Services (PNC)	0.0	$347k	+6%	1.7k	208.10	View chart
Americas Gold And Silver Cor Com New (USAS)	0.0	$335k	+25%	64k	5.22	View chart
Starbucks Corporation (SBUX)	0.0	$332k	+4%	3.7k	89.59	View chart
Atmos Energy Corporation (ATO)	0.0	$325k	+8%	1.8k	184.72	View chart
Blackrock (BLK)	0.0	$320k	-27%	333.00	961.71	View chart
Progressive Corporation (PGR)	0.0	$320k		1.6k	198.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$320k	NEW	1.5k	217.25	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$310k	-96%	1.5k	203.74	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$308k	+20%	4.1k	74.35	View chart
Canadian Natural Resources (CNQ)	0.0	$308k	-16%	6.3k	48.73	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$299k		19k	15.65	View chart
EOG Resources (EOG)	0.0	$296k	-15%	2.0k	144.57	View chart
Palantir Technologies Cl A (PLTR)	0.0	$293k		2.0k	146.28	View chart
Eaton Corp SHS (ETN)	0.0	$289k		809.00	357.67	View chart
UnitedHealth (UNH)	0.0	$279k	-66%	1.0k	270.61	View chart
Darden Restaurants (DRI)	0.0	$278k	-3%	1.4k	196.04	View chart
Putnam Etf Trust Franklin Ny Muni (FTNY)	0.0	$277k	NEW	36k	7.80	View chart
Yum! Brands (YUM)	0.0	$276k		1.8k	155.48	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$272k	-4%	633.00	430.29	View chart
TJX Companies (TJX)	0.0	$270k		1.7k	159.70	View chart
Boeing Company (BA)	0.0	$267k		1.3k	199.03	View chart
Comcast Corp Cl A (CMCSA)	0.0	$266k	-7%	9.3k	28.71	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$262k	-28%	1.2k	216.58	View chart
Totalenergies Se Act (TTE)	0.0	$261k	NEW	2.9k	90.98	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$261k	-40%	4.5k	57.64	View chart
3M Company (MMM)	0.0	$261k		1.8k	145.23	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$260k	-10%	904.00	287.58	View chart
Fs Kkr Capital Corp (FSK)	0.0	$257k	-74%	25k	10.18	View chart
American Electric Power Company (AEP)	0.0	$256k		2.0k	131.07	View chart
Or Royalties Com Shs (OR)	0.0	$241k	NEW	6.3k	38.02	View chart
CVS Caremark Corporation (CVS)	0.0	$237k		3.3k	71.82	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$234k	+17%	974.00	239.89	View chart
Dimensional Etf Trust International (DFSI)	0.0	$233k	NEW	5.5k	42.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$233k	NEW	1.2k	191.85	View chart
Danaher Corporation (DHR)	0.0	$232k	-51%	1.2k	189.60	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$232k		23k	10.03	View chart
Citizens Financial (CFG)	0.0	$231k	-17%	3.9k	59.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$230k		1.1k	215.06	View chart
Annaly Capital Management In Com New (NLY)	0.0	$220k		10k	21.15	View chart
Alphatec Hldgs Com New (ATEC)	0.0	$218k	NEW	20k	10.88	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$212k	-67%	4.5k	46.95	View chart
Chevron Corporation (CVX)	0.0	$210k	NEW	1.0k	207.00	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$210k	-2%	4.0k	52.55	View chart
Ingersoll Rand (IR)	0.0	$209k		2.6k	80.12	View chart
Amphenol Corp Cl A (APH)	0.0	$209k	NEW	1.7k	126.36	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$207k	NEW	3.5k	59.03	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$207k	NEW	1.2k	167.28	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$206k	+13%	4.2k	49.37	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$203k	NEW	1.8k	111.37	View chart
Corcept Therapeutics Incorporated (CORT)	0.0	$202k	NEW	5.0k	40.31	View chart
Metalla Rty & Streaming Com New (MTA)	0.0	$70k	+5%	11k	6.63	View chart

Past Filings by AA Financial Advisors

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

AA Financial Advisors 2026 Q1 filed April 21, 2026
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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