Ashford Advisors, LLC Portfolio Holdings

Ashford Advisors, LLC

  • $450 Million
  • Q4 2025

Ashford Advisors, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $450 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $247M, Vanguard Total Stock Market Et with a value of $51.9M, Schwab Fundamental U S Large C with a value of $48.8M, Schwab Strategic Tr Us Large C with a value of $36M, and Vanguard World Fd Esg U.S. Sto with a value of $20.2M.

Examining the 13F form we can see an decrease of $2.22M in the current position value, from $452M to 450M.

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

Portfolio value $450 Million
ETFs: $450 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $450 Million
  • Prior Value $452 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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