AF Advisors
Latest statistics and disclosures from AF Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FICO, WFC, VTI, CAT, VUG, and represent 99.12% of AF Advisors's stock portfolio.
- Added to shares of these 6 stocks: SCHB, DFS, VTI, VUG, ITOT, AAPL.
- Started 1 new stock position in DFS.
- Reduced shares in these 6 stocks: FICO, VXUS, , VT, SPY, DVY.
- Sold out of its positions in MMM, VXUS, VT.
- AF Advisors was a net seller of stock by $-2.7M.
- AF Advisors has $723M in assets under management (AUM), dropping by 2.08%.
- Central Index Key (CIK): 0001818044
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Portfolio Holdings for AF Advisors
AF Advisors holds 21 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fair Isaac Corporation (FICO) | 98.4 | $711M | 357k | 1990.93 |
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| Wells Fargo & Company (WFC) | 0.3 | $2.3M | 32k | 70.24 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.6M | +2% | 5.5k | 289.83 |
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| Caterpillar (CAT) | 0.1 | $748k | 2.1k | 362.76 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $712k | +2% | 1.7k | 410.45 |
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| NVIDIA Corporation (NVDA) | 0.1 | $709k | 5.3k | 134.29 |
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| Chevron Corporation (CVX) | 0.1 | $633k | 4.4k | 144.84 |
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| Amazon (AMZN) | 0.1 | $623k | 2.8k | 219.39 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $612k | +200% | 27k | 22.70 |
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| Tesla Motors (TSLA) | 0.1 | $492k | 1.2k | 403.84 |
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| Apple (AAPL) | 0.1 | $449k | 1.8k | 250.36 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $435k | 3.4k | 128.62 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $381k | -3% | 2.9k | 131.29 |
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| Clorox Company (CLX) | 0.0 | $325k | 2.0k | 162.41 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $322k | -21% | 550.00 | 586.08 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $275k | 442.00 | 621.86 |
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| Discover Financial Services (DFS) | 0.0 | $243k | NEW | 1.4k | 173.23 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $225k | 1.2k | 195.83 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $225k | 936.00 | 240.23 |
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| WestAmerica Ban (WABC) | 0.0 | $220k | 4.2k | 52.46 |
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| Microsoft Corporation (MSFT) | 0.0 | $208k | 494.00 | 421.50 |
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Past Filings by AF Advisors
SEC 13F filings are viewable for AF Advisors going back to 2020
- AF Advisors 2024 Q4 filed Feb. 12, 2025
- AF Advisors 2024 Q3 filed Nov. 4, 2024
- AF Advisors 2024 Q2 filed Aug. 5, 2024
- AF Advisors 2024 Q1 filed April 24, 2024
- AF Advisors 2023 Q4 filed Feb. 6, 2024
- AF Advisors 2023 Q3 filed Nov. 7, 2023
- AF Advisors 2023 Q2 filed Aug. 18, 2023
- AF Advisors 2023 Q1 filed May 12, 2023
- AF Advisors 2022 Q4 filed Feb. 8, 2023
- AF Advisors 2022 Q3 filed Nov. 4, 2022
- AF Advisors 2022 Q2 filed July 29, 2022
- AF Advisors 2022 Q1 filed May 6, 2022
- AF Advisors 2021 Q4 filed Feb. 9, 2022
- AF Advisors 2021 Q3 filed Nov. 12, 2021
- AF Advisors 2021 Q2 filed Aug. 10, 2021
- AF Advisors 2021 Q1 filed May 10, 2021