AA Financial Advisors, LLC
CIK 2016899
13F filing for Q2 2026・No. 2,886
- Holdings
- US$831.52M
- Quarter change
- +US$121.63M
- Entries
- 230
- Net bought (estimate)
- +US$59.21M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 13
- Cut 83
- Added 112
- Corporate actions 2
- Unchanged 13
Largest holdings
230 stocks worth US$831.52M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSSMALL CP ETF | Added | 160,869 | US$48.76M | 5.86% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 924,313 | US$45.55M | 5.48% |
| CAPITAL GROUP GROWTH ETFSHS CREAT UNIT | Added | 889,658 | US$41.99M | 5.05% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Cut | 729,792 | US$32.37M | 3.89% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 396,971 | US$30.61M | 3.68% |
| CAPITAL GROUP CORE EQUITY ETSHS CREAT UNIT | Added | 597,760 | US$26.59M | 3.20% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 282,053 | US$22.29M | 2.68% |
| VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | Added | 134,235 | US$21.07M | 2.53% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 55,335 | US$20.48M | 2.46% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 530,537 | US$19.77M | 2.38% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.