13F Insight
DOSSIER · 13F-HR · Q3 2026

AA Financial Advisors, LLC

$840M in tracked AUM across 251 positions as of Q3 2026.

AF
CIK 0002016899 · last filed Sep 30, 2026
Total AUM
$840M
as of Q3 2026
Holdings
251
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

AA Financial Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VB
VANGUARD INDEX FDS
$48M168K5.7%02
CGDV
CAPITAL GROUP DIVIDEND VALUE
$46M952K5.5%03
CGGR
CAPITAL GROUP GROWTH ETF
$46M962K5.4%04
IJH
ISHARES TR
$32M447K3.8%05
CGUS
CAPITAL GROUP CORE EQUITY ET
$28M630K3.3%06
VCSH
VANGUARD SCOTTSDALE FDS
$26M334K3.1%07
VT
VANGUARD INTL EQUITY INDEX F
$24M152K2.9%08
FDVV
FIDELITY COVINGTON TRUST
$23M376K2.7%09
DFIC
DIMENSIONAL ETF TRUST
$21M560K2.5%10
VTI
VANGUARD INDEX FDS
$21M55K2.5%

Filing history

2026Q3Sep 30
$840M▲ 1.0%
251 positionsView →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 positionsLocked2025Q2Jun 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