13F Insight
DOSSIER · 13F-HR · Q2 2026

AA Financial Advisors, LLC

$832M in tracked AUM across 230 positions as of Q2 2026.

AF
CIK 0002016899 · last filed Jun 30, 2026
Total AUM
$832M
as of Q2 2026
Holdings
230
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

AA Financial Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VB
VANGUARD INDEX FDS
$49M161K5.9%02
CGDV
CAPITAL GROUP DIVIDEND VALUE
$46M924K5.5%03
CGGR
CAPITAL GROUP GROWTH ETF
$42M890K5.0%04
DFAC
DIMENSIONAL ETF TRUST
$32M730K3.9%05
IJH
ISHARES TR
$31M397K3.7%06
CGUS
CAPITAL GROUP CORE EQUITY ET
$27M598K3.2%07
VCSH
VANGUARD SCOTTSDALE FDS
$22M282K2.7%08
VT
VANGUARD INTL EQUITY INDEX F
$21M134K2.5%09
VTI
VANGUARD INDEX FDS
$20M55K2.5%10
DFIC
DIMENSIONAL ETF TRUST
$20M531K2.4%

Filing history

2026Q2Jun 30
$832M▲ 17.1%
230 positionsView →2026Q1Mar 31
$710M▲ 31.2%
221 positionsView →2025Q4Dec 31
$541M▲ 6.3%
208 positionsView →2025Q3Sep 30
$509M▲ 9.7%
190 positionsView →2025Q2Jun 30
$464M▲ 13.2%
186 positionsLocked2025Q1Mar 31
$410M▲ 9.3%
173 positionsLocked2024Q4Dec 31
$375M▲ 8.6%
168 positionsLocked2024Q3Sep 30
$345M▲ 21.7%
170 positionsLocked2024Q2Jun 30
$284M▲ 14.5%
160 positionsLocked2024Q1Mar 31
$248M▲ 64.9%
153 positionsLocked2023Q4Dec 31
$150M—
63 positionsLocked