Ashford Advisors, LLC Portfolio Holdings

Ashford Advisors, LLC

  • $452 Million
  • Q3 2025

Ashford Advisors, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $452 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 $249M, Vanguard Total Stock Market Et with a value of $51.5M, Schwab Fundamental U S Large C with a value of $49.3M, Schwab Strategic Tr Us Large C with a value of $35.9M, and Vanguard World Fd Esg U.S. Sto with a value of $20.4M.

Examining the 13F form we can see an increase of $18.3M in the current position value, from $434M to 452M.

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

Portfolio value $452 Million
ETFs: $452 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $452 Million
  • Prior Value $434 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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