Aa Financial Advisors, LLC Portfolio Holdings

Aa Financial Advisors, LLC

  • $541 Billion
  • Q4 2025

Aa Financial Advisors, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $541 Billion distributed in 208 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $33.7B, Capital Group Divid Value ETF with a value of $33B, Vanguard Total World Stk Index with a value of $24.1B, Capital Group Core Plus Income with a value of $18.4B, and Vanguard Total Stock Market Et with a value of $18.4B.

Examining the 13F form we can see an increase of $32.1B in the current position value, from $509B to 541B.

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 $541 Billion
ETFs: $368 Billion
Technology: $42.6 Billion
Financial Services: $20.1 Billion
Consumer Cyclical: $16.6 Billion
Healthcare: $13.1 Billion
Industrials: $12.8 Billion
Communication Services: $9.37 Billion
Consumer Defensive: $7.23 Billion
Other: $8.07 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.49B
$9.42 Billion 1.74% of portfolio
519,519
Q3 2025 Reduced 26.52%
$3.78T
$7.63 Billion 1.41% of portfolio
15,771
Q4 2025 Added 4.74%
$1.29T
$6.84 Billion 1.26% of portfolio
15,213
Q4 2025 Added 1,246.28%
$139B
$5.84 Billion 1.08% of portfolio
16,863
Q4 2025 Reduced 3.07%
$465B
$5.82 Billion 1.08% of portfolio
31,183
Q4 2025 Reduced 19.64%
$4.3T
$5.44 Billion 1.01% of portfolio
20,024
Q4 2025 Added 3.48%
$971B
$4.89 Billion 0.9% of portfolio
4,547
Q4 2025 Added 12.22%
$2.39T
$4.05 Billion 0.75% of portfolio
17,538
Q4 2025 Reduced 56.86%
$881B
$3.34 Billion 0.62% of portfolio
10,378
Q4 2025 Added 4.5%
$1.65T
$3.07 Billion 0.57% of portfolio
9,812
Q4 2025 Added 10.96%
$1.74T
$2.83 Billion 0.52% of portfolio
9,027
Q4 2025 Added 3.47%
$1.37T
$1.99 Billion 0.37% of portfolio
3,020
Q4 2025 Added 7.13%
$291B
$1.9 Billion 0.35% of portfolio
3,324
Q4 2025 Added 1.4%
-
$1.78 Billion 0.33% of portfolio
-
Q3 2025 Added 6.12%
$73.4B
$1.79 Billion 0.33% of portfolio
49,403
Q4 2025 Reduced 1.23%
$237B
$1.67 Billion 0.31% of portfolio
6,290
Q4 2025 Added 1.34%
$237B
$1.6 Billion 0.3% of portfolio
9,999
Q4 2025 Added 2.56%
$123B
$1.55 Billion 0.29% of portfolio
4,973
Q4 2025 Reduced 8.18%
$0
$1.49 Billion 0.28% of portfolio
100,884
Q4 2025 Reduced 45.72%
$533B
$1.47 Billion 0.27% of portfolio
4,190
Q4 2025 Added 10.12%
$12.1B
$1.47 Billion 0.27% of portfolio
10,152
Q3 2025 Reduced 36.59%
$279B
$1.38 Billion 0.26% of portfolio
12,411
Q4 2025 Reduced 1.37%
$140B
$1.39 Billion 0.26% of portfolio
5,754
Q4 2025 Reduced 3.16%
$0
$1.3 Billion 0.24% of portfolio
64,328
Q4 2025 Added 117.17%
$67.3B
$1.24 Billion 0.23% of portfolio
4,285
Q4 2025 Reduced 2.3%
$49.1B
$1.17 Billion 0.22% of portfolio
12,476
Q4 2025 Added 791.78%
$89.7B
$1.14 Billion 0.21% of portfolio
6,128
Q4 2025 Added 10.43%
$161B
$1.16 Billion 0.21% of portfolio
954
Q4 2025 Added 29.62%
$224B
$1.16 Billion 0.21% of portfolio
3,793
Q4 2025 Reduced 2.04%
$168M
$1.15 Billion 0.21% of portfolio
28,870
Q4 2025 Reduced 14.66%
$1.46T
$1.06 Billion 0.2% of portfolio
3,483
Q4 2025 Added 3.35%
$346B
$1.1 Billion 0.2% of portfolio
7,697
Q4 2025 Reduced 4.94%
$136B
$1.11 Billion 0.2% of portfolio
3,150
Q4 2025 Reduced 1.35%
$306B
$1.08 Billion 0.2% of portfolio
15,380
Q4 2025 Reduced 1.72%
$113B
$1.08 Billion 0.2% of portfolio
11,587
Q4 2025 Reduced 2.83%
$111B
$1.05 Billion 0.19% of portfolio
2,972
Q4 2025 Added 4.61%
$300B
$1 Billion 0.19% of portfolio
3,044
Q4 2025 Added 33.57%
$68.5B
$1.02 Billion 0.19% of portfolio
7,873
Q4 2025 Reduced 2.85%
$404B
$1.02 Billion 0.19% of portfolio
1,181
Q4 2025 Added 5.45%
$96.4B
$984 Million 0.18% of portfolio
8,395
Q4 2025 Reduced 1.49%
$183B
$907 Million 0.17% of portfolio
2,770
Q4 2025 Added 25.97%
$268B
$851 Million 0.16% of portfolio
2,980
Q4 2025 Added 12.5%
$413B
$862 Million 0.16% of portfolio
15,665
Q4 2025 Added 14.57%
$86.7B
$842 Million 0.16% of portfolio
1,477
Q4 2025 Added 12.23%
$258B
$840 Million 0.16% of portfolio
4,581
Q4 2025 Added 4.04%
$522B
$858 Million 0.16% of portfolio
4,145
Q4 2025 Added 5.9%
$132B
$883 Million 0.16% of portfolio
4,525
Q4 2025 Reduced 10.66%
$512B
$850 Million 0.16% of portfolio
1,489
Q4 2025 Reduced 7.57%
$414B
$827 Million 0.15% of portfolio
3,617
Q4 2025 Added 36.08%

Summary

  • Portfolio
  • No. of Stocks 208
  • Current Value $541 Billion
  • Prior Value $509 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 28 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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