AF Advisors
Latest statistics and disclosures from AF Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FICO, VYM, SPMD, SPSM, WFC, and represent 95.16% of AF Advisors's stock portfolio.
- Added to shares of these 4 stocks: ABBV, VXF, DVY, T.
- Started 2 new stock positions in ABBV, VXF.
- Reduced shares in these 7 stocks: FICO, NVDA, META, CVX, SCHB, AMZN, AAPL.
- AF Advisors was a net buyer of stock by $181k.
- AF Advisors has $246M in assets under management (AUM), dropping by -15.07%.
- Central Index Key (CIK): 0001818044
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Portfolio Holdings for AF Advisors
AF Advisors holds 30 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fair Isaac Corporation (FICO) | 84.9 | $209M | 140k | 1496.53 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 4.5 | $11M | 79k | 140.95 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 3.0 | $7.3M | 128k | 57.19 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 1.7 | $4.2M | 90k | 46.32 |
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| Wells Fargo & Company (WFC) | 1.1 | $2.7M | 32k | 83.82 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $1.7M | 5.1k | 328.19 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.1M | 5.8k | 186.58 |
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| Caterpillar (CAT) | 0.4 | $983k | 2.1k | 477.15 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $784k | 1.6k | 479.63 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $692k | 27k | 25.71 |
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| Chevron Corporation (CVX) | 0.3 | $677k | 4.4k | 155.29 |
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| Amazon (AMZN) | 0.3 | $632k | 2.9k | 219.57 |
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| Tesla Motors (TSLA) | 0.2 | $550k | 1.2k | 444.72 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $492k | 3.4k | 145.65 |
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| Apple (AAPL) | 0.2 | $446k | 1.8k | 254.56 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $414k | 2.9k | 142.11 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $366k | 550.00 | 666.18 |
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| Capital One Financial (COF) | 0.1 | $312k | 1.5k | 212.61 |
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| Microsoft Corporation (MSFT) | 0.1 | $261k | 504.00 | 517.98 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $255k | 342.00 | 746.77 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $248k | 1.2k | 215.79 |
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| Clorox Company (CLX) | 0.1 | $247k | 2.0k | 123.30 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $238k | 936.00 | 254.30 |
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| 3M Company (MMM) | 0.1 | $233k | 1.5k | 155.18 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $232k | 1.7k | 137.80 |
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| Abbvie (ABBV) | 0.1 | $222k | NEW | 960.00 | 231.54 |
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| Meta Platforms Cl A (META) | 0.1 | $215k | 293.00 | 734.94 |
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| At&t (T) | 0.1 | $214k | 7.6k | 28.24 |
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| WestAmerica Ban (WABC) | 0.1 | $210k | 4.2k | 49.99 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $209k | NEW | 1.0k | 209.34 |
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Past Filings by AF Advisors
SEC 13F filings are viewable for AF Advisors going back to 2020
- AF Advisors 2025 Q3 filed Nov. 10, 2025
- AF Advisors 2025 Q2 filed July 31, 2025
- AF Advisors 2025 Q1 filed April 29, 2025
- 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