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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, CGGR, DFAC, IJH, and represent 23.97% of AA Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: FDVV (+$12M), IJH (+$11M), VB (+$10M), CGGR (+$7.4M), CGDV (+$6.0M), QQQM, GLDM, VNQ, VCSH, CGUS.
Started 22 new stock positions in SPCX, HWM, BSMT, ATI, HON, VBIL, TXN, KDP, BAI, PAYX. HONA, KKR, AMAT, MRK, AME, ARMK, C, PANW, OKE, GLW, PSA, INTC.
Reduced shares in these 10 stocks: BIL (-$17M), NOBL, , Honeywell International, MU, , TSLA, OVBC, DFAC, MS.
Sold out of its positions in CVX, CFG, XOM, FSK, Honeywell International, IR, EFV, QUAL, NOBL, SPY. BIL, TJX, VMBS.
AA Financial Advisors was a net buyer of stock by $63M.
AA Financial Advisors has $832M in assets under management (AUM), dropping by 17.13%.
Central Index Key (CIK): 0002016899

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Portfolio Holdings for AA Financial Advisors

AA Financial Advisors holds 230 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Small Cp Etf (VB)	5.9	$49M	+25%	161k	303.12	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	5.5	$46M	+15%	924k	49.28	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	5.1	$42M	+21%	890k	47.20	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	3.9	$32M		730k	44.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.7	$31M	+55%	397k	77.11	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	3.2	$27M	+11%	598k	44.48	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.7	$22M	+14%	282k	79.03	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.5	$21M	+3%	134k	156.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.5	$21M		55k	370.04	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.4	$20M	+4%	531k	37.26	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	2.3	$19M	+152%	321k	60.29	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	2.1	$18M		321k	54.67	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.0	$17M	+27%	175k	96.43	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	1.4	$12M		284k	42.33	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	1.4	$12M	+6%	519k	22.29	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.3	$11M	+5%	567k	19.61	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.3	$11M	+64%	136k	79.42	View chart
Pgim Rock Etf Tr Ladde S&p 12 Etf (BUFP)	1.3	$10M	+23%	325k	32.05	View chart
Tesla Motors (TSLA)	1.2	$10M	-5%	25k	420.60	View chart
Pgim Rock Etf Tr Ladde S&p 20 Etf (PBFR)	1.2	$10M	+23%	337k	30.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$9.7M	-2%	62k	158.03	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.1	$9.5M	+101%	31k	302.97	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	1.1	$9.4M	+3%	196k	47.75	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.1	$8.9M	+2%	211k	42.21	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.1	$8.8M	-2%	107k	82.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	1.0	$8.5M	-3%	182k	46.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	1.0	$8.4M	-3%	171k	49.49	View chart
Spdr Series Trust St Term High Etf (SJNK)	1.0	$8.4M	+7%	335k	25.03	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	1.0	$8.4M	-3%	198k	42.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	1.0	$8.4M	-3%	171k	48.81	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	1.0	$8.2M		150k	54.46	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	1.0	$8.1M	+2%	152k	53.59	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	1.0	$8.1M	-2%	209k	38.79	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.9	$7.8M	-2%	188k	41.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$7.5M	-4%	271k	27.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$7.3M	+28%	9.8k	748.92	View chart
Apple (AAPL)	0.8	$7.0M	+8%	24k	289.36	View chart
NVIDIA Corporation (NVDA)	0.8	$6.8M	+6%	34k	200.09	View chart
Commscope Hldg (VISN)	0.8	$6.6M		520k	12.78	View chart
Broadcom (AVGO)	0.8	$6.6M		17k	377.76	View chart
Microsoft Corporation (MSFT)	0.8	$6.6M	+4%	18k	373.02	View chart
Spdr Series Trust St Str P500val (SPYV)	0.8	$6.5M		107k	60.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.8	$6.3M	+4%	322k	19.52	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.7	$6.1M		326k	18.57	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$6.0M	-4%	150k	40.21	View chart
Eli Lilly & Co. (LLY)	0.7	$5.6M		4.7k	1199.49	View chart
Capital Group Core Balanced SHS (CGBL)	0.6	$5.2M		138k	37.96	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.6	$5.1M	+12%	250k	20.36	View chart
Amazon (AMZN)	0.6	$4.9M	+2%	21k	238.35	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.5	$4.5M	+2%	53k	85.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$3.9M	+5%	11k	353.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$3.8M	-5%	11k	357.36	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$3.7M		91k	40.64	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.4	$3.5M	-2%	216k	16.39	View chart
JPMorgan Chase & Co. (JPM)	0.4	$3.5M	+2%	11k	327.32	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.4	$3.5M		23k	152.18	View chart
Caterpillar (CAT)	0.4	$3.3M	-6%	3.1k	1064.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$3.1M	+15%	4.2k	736.41	View chart
Ares Capital Corporation (ARCC)	0.4	$3.0M	+10%	164k	18.53	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$3.0M	-6%	37k	82.84	View chart
Innovator Etfs Trust Innov Prm Inc 15 (LJAN)	0.4	$2.9M	+3%	118k	24.67	View chart
Innovator Etfs Trust Premium Inc 15 B (LJUL)	0.3	$2.9M	+4%	121k	23.80	View chart
Kla Corp Com New (KLAC)	0.3	$2.7M	+811%	8.8k	301.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.6M	-2%	27k	96.58	View chart
CSX Corporation (CSX)	0.3	$2.5M		52k	47.53	View chart
Costco Wholesale Corporation (COST)	0.3	$2.4M		2.6k	935.55	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$2.3M		68k	34.13	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$2.3M	-5%	57k	40.13	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.3	$2.2M		42k	52.11	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$2.1M	+3%	78k	27.33	View chart
Micron Technology (MU)	0.3	$2.1M	-33%	1.8k	1154.29	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.3	$2.1M	NEW	12k	170.86	View chart
Ge Aerospace Com New (GE)	0.2	$2.0M	+5%	5.5k	373.71	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$2.0M	+19%	4.3k	477.58	View chart
Meta Platforms Cl A (META)	0.2	$2.0M	+15%	3.6k	563.26	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.2	$2.0M	+3%	86k	22.95	View chart
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX)	0.2	$2.0M		93k	21.05	View chart
Philip Morris International (PM)	0.2	$2.0M	+6%	11k	180.91	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.2	$1.8M		67k	27.47	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$1.8M	+9%	35k	50.63	View chart
Travelers Companies (TRV)	0.2	$1.6M	+4%	4.8k	330.13	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$1.6M	+9%	800.00	1989.44	View chart
Chubb (CB)	0.2	$1.6M	-12%	4.6k	340.75	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.5M	+700%	13k	119.52	View chart
Wal-Mart Stores (WMT)	0.2	$1.5M	+5%	14k	113.26	View chart
Phillips 66 (PSX)	0.2	$1.5M	+2%	8.9k	169.06	View chart
Destiny Tech100 Com Shs (DXYZ)	0.2	$1.5M	-4%	58k	25.76	View chart
Advanced Drain Sys Inc Del (WMS)	0.2	$1.5M	-6%	9.5k	156.96	View chart
Visa Com Cl A (V)	0.2	$1.5M	+2%	4.3k	343.09	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$1.5M		7.7k	190.51	View chart
Lowe's Companies (LOW)	0.2	$1.5M	+7%	6.6k	220.47	View chart
ConocoPhillips (COP)	0.2	$1.4M	+4%	14k	103.96	View chart
Coca-Cola Company (KO)	0.2	$1.4M	+2%	17k	81.27	View chart
Procter & Gamble Company (PG)	0.2	$1.4M	+5%	9.6k	146.64	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$1.3M		65k	20.37	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.3M	+8%	10k	126.58	View chart
McDonald's Corporation (MCD)	0.2	$1.3M	+12%	4.7k	270.31	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$1.3M	+4%	76k	16.64	View chart
salesforce (CRM)	0.2	$1.3M	+21%	8.1k	156.65	View chart
Stryker Corporation (SYK)	0.1	$1.2M	+13%	3.9k	314.86	View chart
Ge Vernova (GEV)	0.1	$1.2M	+21%	1.0k	1174.88	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$1.2M	-6%	28k	42.77	View chart
Netflix (NFLX)	0.1	$1.2M		17k	71.40	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.1	$1.2M	+15%	53k	22.35	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$1.2M	-14%	45k	26.18	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$1.2M	-5%	40k	28.97	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$1.1M	-7%	27k	42.67	View chart
Linde SHS (LIN)	0.1	$1.1M		2.1k	518.94	View chart
Abbvie (ABBV)	0.1	$1.0M	+2%	4.1k	251.67	View chart
Welltower Inc Com reit (WELL)	0.1	$1.0M	+3%	4.5k	226.97	View chart
Bank of America Corporation (BAC)	0.1	$1.0M	+13%	18k	56.98	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.0M	+2%	13k	75.51	View chart
Royal Caribbean Cruises (RCL)	0.1	$999k	+2%	3.1k	317.53	View chart
Johnson & Johnson (JNJ)	0.1	$966k	-4%	3.8k	253.95	View chart
International Business Machines (IBM)	0.1	$962k	+24%	3.4k	281.22	View chart
UnitedHealth (UNH)	0.1	$952k	+122%	2.3k	415.64	View chart
Marsh & McLennan Companies (MRSH)	0.1	$945k	-2%	5.7k	166.67	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$922k		20k	46.63	View chart
Mastercard Incorporated Cl A (MA)	0.1	$913k	+72%	1.8k	513.60	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$867k	+39%	1.3k	686.64	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$821k	+14%	38k	21.75	View chart
Northrop Grumman Corporation (NOC)	0.1	$812k		1.6k	509.31	View chart
Raytheon Technologies Corp (RTX)	0.1	$809k	-4%	4.3k	189.74	View chart
Ohio Valley Banc (OVBC)	0.1	$784k	-37%	18k	43.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$782k		1.6k	500.39	View chart
Constellation Energy (CEG)	0.1	$771k	+2%	3.1k	248.37	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$761k	+406%	8.7k	87.91	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.1	$732k	-9%	7.1k	102.57	View chart
Deere & Company (DE)	0.1	$716k	+39%	1.1k	634.33	View chart
Astrazeneca Ord (AZN)	0.1	$715k	+15%	3.8k	189.62	View chart
Amgen (AMGN)	0.1	$669k	-35%	1.8k	362.12	View chart
Honeywell International (HON)	0.1	$642k	NEW	2.9k	223.93	View chart
Honeywell Aerospace (HONA)	0.1	$627k	NEW	2.8k	221.08	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$610k	+132%	11k	57.84	View chart
Cisco Systems (CSCO)	0.1	$583k		5.0k	117.47	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$580k		5.1k	114.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$572k		3.9k	148.31	View chart
Abbott Laboratories (ABT)	0.1	$552k	+34%	6.1k	90.74	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$542k		23k	23.54	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$537k		3.4k	156.97	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$536k	-3%	8.7k	61.76	View chart
Heico Corp Cl A (HEI.A)	0.1	$536k	-14%	2.1k	257.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$526k	+2%	3.8k	137.51	View chart
CVS Caremark Corporation (CVS)	0.1	$520k	+52%	5.0k	103.45	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$511k		22k	23.64	View chart
Danaher Corporation (DHR)	0.1	$509k	+118%	2.7k	190.48	View chart
Enterprise Products Partners (EPD)	0.1	$505k	+3%	14k	36.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$497k	+21%	7.0k	71.25	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$480k		11k	45.64	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$478k	-5%	3.0k	158.65	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$470k		1.4k	338.67	View chart
TransDigm Group Incorporated (TDG)	0.1	$468k		351.00	1332.04	View chart
Home Depot (HD)	0.1	$459k	-14%	1.3k	352.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$452k		14k	31.71	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$442k	+4%	6.5k	68.01	View chart
Morgan Stanley Com New (MS)	0.1	$439k	-50%	2.1k	209.04	View chart
Corcept Therapeutics Incorporated (CORT)	0.1	$435k		5.0k	86.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$435k		19k	23.44	View chart
Amphenol Corp Cl A (APH)	0.1	$435k	+49%	2.5k	176.34	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$430k	-15%	1.9k	227.06	View chart
Gilead Sciences (GILD)	0.1	$429k		3.4k	126.34	View chart
Truist Financial Corp equities (TFC)	0.1	$426k	-4%	8.5k	49.82	View chart
Us Bancorp Com New (USB)	0.1	$424k		7.0k	60.40	View chart
Applied Materials (AMAT)	0.0	$411k	NEW	568.00	723.06	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.0	$410k	NEW	5.4k	75.68	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$399k		2.4k	163.45	View chart
PNC Financial Services (PNC)	0.0	$395k	-3%	1.6k	246.23	View chart
Wells Fargo & Company (WFC)	0.0	$393k	-3%	4.8k	82.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$387k	+8%	1.6k	242.99	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$387k	-15%	779.00	496.73	View chart
Union Pacific Corporation (UNP)	0.0	$378k	-4%	1.4k	272.00	View chart
Sempra Energy (SRE)	0.0	$376k	-15%	4.1k	92.71	View chart
Capital One Financial (COF)	0.0	$373k	-16%	1.9k	200.62	View chart
Putnam Etf Trust Franklin Ny Muni (FTNY)	0.0	$372k	+31%	47k	7.97	View chart
Starbucks Corporation (SBUX)	0.0	$365k	-3%	3.6k	102.19	View chart
Progressive Corporation (PGR)	0.0	$363k	+2%	1.7k	218.46	View chart
Paychex (PAYX)	0.0	$360k	NEW	3.7k	98.33	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$357k	+28%	1.6k	229.57	View chart
Waste Connections (WCN)	0.0	$356k		2.1k	166.69	View chart
Air Products & Chemicals (APD)	0.0	$352k	-6%	1.2k	293.18	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$348k	+2%	20k	17.73	View chart
Eaton Corp SHS (ETN)	0.0	$341k		801.00	426.12	View chart
Hilton Worldwide Holdings (HLT)	0.0	$331k	-27%	1.0k	330.46	View chart
Atmos Energy Corporation (ATO)	0.0	$331k	+9%	1.9k	172.27	View chart
Totalenergies Se Act (TTE)	0.0	$320k	+43%	4.1k	77.76	View chart
Intel Corporation (INTC)	0.0	$318k	NEW	2.3k	139.64	View chart
Southern Company (SO)	0.0	$313k	-18%	3.3k	95.71	View chart
Blackrock (BLK)	0.0	$306k	-4%	318.00	961.56	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$302k	-5%	10k	29.56	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$298k		899.00	331.43	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$293k	-12%	1.3k	219.15	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.0	$292k	NEW	5.5k	52.72	View chart
Americas Gold And Silver Cor Com New (USAS)	0.0	$289k	-4%	61k	4.72	View chart
Yum! Brands (YUM)	0.0	$285k		1.8k	159.82	View chart
Palo Alto Networks (PANW)	0.0	$281k	NEW	825.00	341.02	View chart
Boeing Company (BA)	0.0	$280k	-3%	1.3k	216.47	View chart
American Electric Power Company (AEP)	0.0	$275k	+3%	2.0k	136.79	View chart
Darden Restaurants (DRI)	0.0	$271k	-7%	1.3k	206.01	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$269k	-19%	786.00	342.72	View chart
Kkr & Co (KKR)	0.0	$267k	NEW	2.9k	91.78	View chart
Public Storage (PSA)	0.0	$266k	NEW	834.00	318.31	View chart
Oneok (OKE)	0.0	$262k	NEW	3.0k	86.94	View chart
3M Company (MMM)	0.0	$257k	-11%	1.6k	161.91	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$254k	+41%	5.0k	51.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$253k		1.1k	236.62	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$252k		23k	10.90	View chart
Keurig Dr Pepper (KDP)	0.0	$252k	NEW	7.7k	32.73	View chart
EOG Resources (EOG)	0.0	$249k	-6%	1.9k	129.73	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$242k		1.2k	195.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.0	$242k	NEW	11k	23.03	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$240k	+6%	1.9k	124.44	View chart
Dimensional Etf Trust International (DFSI)	0.0	$240k	-3%	5.3k	45.10	View chart
Palantir Technologies Cl A (PLTR)	0.0	$236k		2.0k	116.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$233k		633.00	368.38	View chart
Annaly Capital Management In Com New (NLY)	0.0	$232k		10k	22.36	View chart
Citigroup Com New (C)	0.0	$231k	NEW	1.7k	139.96	View chart
Texas Instruments Incorporated (TXN)	0.0	$225k	NEW	755.00	298.07	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$223k		4.2k	53.60	View chart
Ametek (AME)	0.0	$223k	NEW	920.00	241.94	View chart
Comcast Corp Cl A (CMCSA)	0.0	$216k	-5%	8.8k	24.55	View chart
Corning Incorporated (GLW)	0.0	$213k	NEW	835.00	255.43	View chart
Aramark Hldgs (ARMK)	0.0	$211k	NEW	3.7k	56.90	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$211k	NEW	1.1k	197.10	View chart
Merck & Co (MRK)	0.0	$210k	NEW	1.6k	128.50	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$209k		4.0k	52.41	View chart
Canadian Natural Resources (CNQ)	0.0	$207k	-16%	5.2k	39.50	View chart
Howmet Aerospace (HWM)	0.0	$203k	NEW	754.00	268.86	View chart
Or Royalties Com Shs (OR)	0.0	$201k		6.3k	31.63	View chart
Alphatec Hldgs Com New (ATEC)	0.0	$173k		20k	8.65	View chart
Metalla Rty & Streaming Com New (MTA)	0.0	$80k		11k	7.61	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 Q2 filed July 20, 2026
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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