Aa Financial Advisors, LLC Portfolio Holdings

Aa Financial Advisors, LLC

  • $509 Billion
  • Q3 2025

Aa Financial Advisors, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $509 Billion distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $33.1B, Capital Group Divid Value ETF with a value of $30.4B, Vanguard Total World Stk Index with a value of $25.3B, Capital Group Core Plus Income with a value of $18.8B, and Vanguard Total Stock Market Et with a value of $18.2B.

Examining the 13F form we can see an increase of $44.8B in the current position value, from $464B to 509B.

Aa Financial Advisors, LLC is based out at Columbus, OH

Below you can find more details about Aa Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $509 Billion
ETFs: $354 Billion
Technology: $40.2 Billion
Financial Services: $20.1 Billion
Consumer Cyclical: $15.1 Billion
Industrials: $12.7 Billion
Healthcare: $10.7 Billion
Communication Services: $8.64 Billion
Consumer Defensive: $7.2 Billion
Other: $7.56 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$8.93 Billion 1.75% of portfolio
40,649
Q3 2025 Reduced 4.29%
$3.49B
$8.04 Billion 1.58% of portfolio
519,519
Q3 2025 Reduced 26.52%
$3.78T
$7.8 Billion 1.53% of portfolio
15,057
Q3 2025 Reduced 0.5%
$465B
$7.24 Billion 1.42% of portfolio
38,806
Q3 2025 Added 30.26%
$139B
$5.74 Billion 1.13% of portfolio
17,397
Q3 2025 Reduced 6.03%
$4.3T
$4.93 Billion 0.97% of portfolio
19,350
Q3 2025 Reduced 5.31%
$881B
$3.13 Billion 0.62% of portfolio
9,931
Q3 2025 Added 2.35%
$971B
$3.09 Billion 0.61% of portfolio
4,052
Q3 2025 Added 18.24%
$0
$2.77 Billion 0.55% of portfolio
185,859
Q3 2025 Added 24.86%
$1.74T
$2.12 Billion 0.42% of portfolio
8,724
Q3 2025 Reduced 7.75%
$1.65T
$2.15 Billion 0.42% of portfolio
8,843
Q3 2025 Added 4.16%
$1.37T
$2.07 Billion 0.41% of portfolio
2,819
Q3 2025 Added 3.91%
$73.4B
$1.78 Billion 0.35% of portfolio
50,018
Q3 2025 Added 44.64%
-
$1.77 Billion 0.35% of portfolio
-
Q3 2025 Added 6.12%
$49.1B
$1.68 Billion 0.33% of portfolio
1,399
Q3 2025 Added 9.04%
$328B
$1.62 Billion 0.32% of portfolio
5,370
Q3 2025 Added 6.44%
$237B
$1.58 Billion 0.31% of portfolio
9,749
Q3 2025 Added 5.46%
$123B
$1.53 Billion 0.3% of portfolio
5,416
Q3 2025 Added 8.95%
$140B
$1.49 Billion 0.29% of portfolio
5,942
Q3 2025 Added 0.68%
$237B
$1.47 Billion 0.29% of portfolio
6,207
Q3 2025 Added 11.2%
$12.1B
$1.41 Billion 0.28% of portfolio
10,152
Q3 2025 Reduced 36.59%
$533B
$1.3 Billion 0.26% of portfolio
3,805
Q3 2025 Reduced 7.15%
$168M
$1.25 Billion 0.25% of portfolio
33,828
Q3 2025 Added 398.57%
$279B
$1.3 Billion 0.25% of portfolio
12,584
Q3 2025 Added 3.05%
$67.3B
$1.22 Billion 0.24% of portfolio
4,386
Q3 2025 Added 11.35%
$346B
$1.24 Billion 0.24% of portfolio
8,097
Q3 2025 Added 11.02%
$136B
$1.18 Billion 0.23% of portfolio
3,193
Q3 2025 Added 1.49%
$224B
$1.18 Billion 0.23% of portfolio
3,872
Q3 2025 Added 5.16%
$89.7B
$1.12 Billion 0.22% of portfolio
5,549
Q3 2025 Added 1.85%
$68.5B
$1.1 Billion 0.22% of portfolio
8,104
Q3 2025 Added 16.91%
$113B
$1.13 Billion 0.22% of portfolio
11,924
Q3 2025 Added 4.54%
$132B
$1.07 Billion 0.21% of portfolio
5,065
Q3 2025 Added 13.11%
$96.4B
$1.05 Billion 0.21% of portfolio
8,522
Q3 2025 Added 15.52%
$306B
$1.04 Billion 0.2% of portfolio
15,649
Q3 2025 Added 14.03%
$404B
$1.04 Billion 0.2% of portfolio
1,120
Q3 2025 Added 1.08%
$512B
$916 Million 0.18% of portfolio
1,611
Q3 2025 Added 21.86%
$111B
$935 Million 0.18% of portfolio
2,841
Q3 2025 Reduced 5.71%
$1.46T
$941 Million 0.18% of portfolio
3,370
Q3 2025 Reduced 4.75%
$64.5B
$868 Million 0.17% of portfolio
2,683
Q3 2025 Added 1.51%
$228B
$824 Million 0.16% of portfolio
6,155
Q3 2025 Reduced 0.29%
$161B
$794 Million 0.16% of portfolio
736
Q3 2025 Added 72.77%
$86.7B
$802 Million 0.16% of portfolio
1,316
Q3 2025 Added 0.15%
$300B
$787 Million 0.15% of portfolio
2,279
Q3 2025 Added 3.36%
$405B
$758 Million 0.15% of portfolio
783
Q3 2025 Reduced 0.76%
$174B
$726 Million 0.14% of portfolio
4,884
Q2 2025 Reduced 22.11%
$522B
$726 Million 0.14% of portfolio
3,914
Q3 2025 Added 0.57%
$258B
$737 Million 0.14% of portfolio
4,403
Q3 2025 Reduced 1.15%
$413B
$705 Million 0.14% of portfolio
13,673
Q3 2025 Added 70.49%
$367B
$667 Million 0.13% of portfolio
1,645
Q3 2025 Reduced 0.36%

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $509 Billion
  • Prior Value $464 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
Track This Portfolio

Track Aa Financial Advisors, LLC Portfolio

Follow Aa Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aa Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aa Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email