Affiance Financial, LLC Portfolio Holdings
Affiance Financial, LLC
- $549 Million
- Q3 2025
Affiance Financial, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $549 Million distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $121M, Ishares Core U.S. Aggregate Bo with a value of $82.7M, Vanguard Total Stock Market Et with a value of $63.5M, Vanguard Ftse Developed Market with a value of $32.7M, and Ishares Tr with a value of $25M.
Examining the 13F form we can see an increase of $56.9M in the current position value, from $492M to 549M.
Below you can find more details about Affiance Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$549 Million
ETFs: $478 Million
Technology: $22.3 Million
Communication Services: $10.1 Million
Healthcare: $7.92 Million
Consumer Cyclical: $6.37 Million
Financial Services: $6.08 Million
Industrials: $5.24 Million
Consumer Defensive: $4.72 Million
Other: $1.84 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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