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.