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 93.62% of AF Advisors's stock portfolio.
- Added to shares of these 4 stocks: VAW, XLU, AMZN, AAPL.
- Started 2 new stock positions in XLU, VAW.
- Reduced shares in these 10 stocks: FICO, CAT, MSFT, VB, WFC, , VT, GOOG, SCHB, VTI.
- Sold out of its positions in ABBV, GOOG, MSFT, VT, VB.
- AF Advisors was a net seller of stock by $-2.9M.
- AF Advisors has $181M in assets under management (AUM), dropping by -31.29%.
- Central Index Key (CIK): 0001818044
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Portfolio Holdings for AF Advisors
AF Advisors holds 26 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 | |
|---|---|---|---|---|---|---|
| Fair Isaac Corporation (FICO) | 74.4 | $135M | 126k | 1067.54 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 9.7 | $18M | 119k | 148.10 |
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| Spdr Series Trust State Street Spd (SPMD) | 4.2 | $7.6M | 128k | 59.22 |
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| Spdr Series Trust State Street Spd (SPSM) | 4.0 | $7.2M | 150k | 48.32 |
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| Wells Fargo & Company (WFC) | 1.3 | $2.3M | -9% | 29k | 79.61 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.6M | -2% | 5.0k | 320.84 |
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| Vanguard World Materials Etf (VAW) | 0.6 | $1.1M | NEW | 5.0k | 225.34 |
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| Caterpillar (CAT) | 0.6 | $1.0M | -29% | 1.4k | 708.46 |
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| NVIDIA Corporation (NVDA) | 0.6 | $1.0M | 5.8k | 174.41 |
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| Chevron Corporation (CVX) | 0.5 | $879k | 4.3k | 206.90 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $714k | 1.6k | 436.82 |
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| Amazon (AMZN) | 0.3 | $598k | 2.9k | 208.27 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $521k | -22% | 21k | 25.10 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $481k | 3.4k | 142.43 |
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| Tesla Motors (TSLA) | 0.3 | $459k | 1.2k | 371.75 |
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| Apple (AAPL) | 0.2 | $442k | 1.7k | 253.80 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $425k | 2.8k | 151.41 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $358k | 550.00 | 650.34 |
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| Ross Stores (ROST) | 0.2 | $284k | 1.3k | 216.67 |
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| Capital One Financial (COF) | 0.1 | $267k | 1.5k | 182.49 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $247k | 1.2k | 215.06 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $239k | 342.00 | 697.87 |
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| Axon Enterprise (AXON) | 0.1 | $226k | 532.00 | 424.69 |
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| 3M Company (MMM) | 0.1 | $218k | 1.5k | 145.23 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $206k | 1.0k | 205.80 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $204k | NEW | 4.5k | 45.89 |
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Past Filings by AF Advisors
SEC 13F filings are viewable for AF Advisors going back to 2020
- AF Advisors 2026 Q1 filed May 1, 2026
- AF Advisors 2025 Q4 filed Feb. 6, 2026
- 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