DOSSIER · 13F-HR · Q1 2026
Affiance Financial, LLC
Affiance Financial's family office based in Greenwich, CT — $617M in tracked AUM across 106 positions as of Q1 2026.
AF
Affiance Financial·Greenwich, CT·Family Office
CIK 0001723681 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Affiance Financial, LLC
1. Portfolio Overview
Affiance Financial, LLC has reported a substantial expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 538.1%, growing from $97.45 million to $621.82 million. This dramatic increase, coupled with a high turnover rate (32 new positions and 23 exits), suggests a significant structural change—likely a large capital i...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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