Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Aznar Financial Advisors

Latest statistics and disclosures from Aznar Financial Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002072140

Tip: Access up to 7 years of quarterly data

Positions held by Aznar Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Aznar Financial Advisors

Aznar Financial Advisors holds 31 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p Mcp Etf (IJH)	14.2	$15M	224k	66.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	12.4	$13M	164k	78.81	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	9.8	$10M	132k	77.64	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	8.1	$8.4M	141k	59.93	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	7.9	$8.2M	215k	38.11	View chart
Ishares Tr Core Intl Aggr (IAGG)	7.4	$7.7M	154k	50.01	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	6.6	$6.9M	68k	102.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.1	$6.4M	29k	219.78	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	5.7	$5.9M	126k	46.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.6	$3.8M	5.5k	684.93	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.3	$2.4M	74k	32.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$2.4M	7.1k	335.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$1.6M	18k	89.46	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.4	$1.4M	19k	77.53	View chart
Ishares Tr Core Msci Total (IXUS)	1.3	$1.4M	16k	84.64	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	1.3	$1.3M	16k	86.25	View chart
Apple (AAPL)	1.1	$1.1M	4.2k	271.86	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.1	$1.1M	50k	22.90	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$1.1M	15k	74.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$936k	4.9k	191.56	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$527k	4.6k	113.72	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$487k	7.0k	69.67	View chart
Johnson & Johnson (JNJ)	0.4	$421k	2.0k	206.95	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$404k	6.0k	67.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$374k	4.5k	83.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$334k	12k	27.43	View chart
Procter & Gamble Company (PG)	0.3	$312k	2.2k	143.31	View chart
Philip Morris International (PM)	0.3	$311k	1.9k	160.40	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$298k	5.5k	54.71	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$266k	5.5k	48.32	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$205k	3.6k	56.96	View chart

Past Filings by Aznar Financial Advisors

SEC 13F filings are viewable for Aznar Financial Advisors going back to 2025

Aznar Financial Advisors 2025 Q4 filed Feb. 19, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z