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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$540 Million 0.1% of portfolio
31,918
Q4 2025 Added 2.14%
$0
$523 Million 0.1% of portfolio
21,099
Q4 2025 Added 3.11%
$0
$552 Million 0.1% of portfolio
23,357
Q4 2025 Added 7.86%
$0
$517 Million 0.1% of portfolio
8,278
Q4 2025 Added 41.65%
$0
$515 Million 0.1% of portfolio
24,503
Q4 2025 Added 41.32%
$0
$494 Million 0.09% of portfolio
3,192
Q4 2025 Reduced 0.47%
$0
$489 Million 0.09% of portfolio
3,456
Q3 2024 Added 51.98%
$0
$429 Million 0.08% of portfolio
1,387
Q3 2024 Added 0.07%
$0
$450 Million 0.08% of portfolio
10,412
Q4 2025 Added 12.78%
$0
$429 Million 0.08% of portfolio
3,566
Q4 2025 Added 28.83%
$0
$420 Million 0.08% of portfolio
1,980
Q4 2025 New
$0
$356 Million 0.07% of portfolio
5,861
Q4 2025 New
$0
$366 Million 0.07% of portfolio
2,970
Q4 2025 New
$0
$388 Million 0.07% of portfolio
14,135
Q4 2025 Added 2.32%
$0
$333 Million 0.06% of portfolio
489
Q4 2025 New
$0
$332 Million 0.06% of portfolio
2,354
Q4 2025 New
$0
$336 Million 0.06% of portfolio
14,280
Q4 2025 Added 0.08%
$0
$275 Million 0.05% of portfolio
10,115
Q4 2025 Reduced 3.12%
$0
$253 Million 0.05% of portfolio
9,397
Q4 2025 Reduced 6.34%
$130B
$262 Million 0.05% of portfolio
661
Q4 2025 Added 4.42%
$0
$267 Million 0.05% of portfolio
777
Q4 2025 New
$0
$245 Million 0.05% of portfolio
3,438
Q4 2025 New
$0
$202 Million 0.04% of portfolio
3,683
Q4 2025 New
$0
$235 Million 0.04% of portfolio
1,067
Q4 2025 Added 11.73%
$0
$208 Million 0.04% of portfolio
829
Q4 2025 New
$0
$215 Million 0.04% of portfolio
4,074
Q4 2025 Added 1.52%

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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