What does A&I FINANCIAL SERVICES, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

A&I FINANCIAL SERVICES, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$44M398K20.8%

TOUCHSTONE ETF TRUST

$30M1.2M14.0%

2023 ETF SERIES TRUST

$16M444K7.8%

HARRIS OAKMARK ETF TRUST

$16M595K7.8%

LITMAN GREGORY FDS TR

$11M357K5.1%

VIRTUS ETF TR II

$11M417K5.0%

ISHARES TR

$8M56K3.8%

CAPITAL GROUP GROWTH ETF

$6M140K2.7%

CAPITAL GROUP CORE EQUITY ET

$6M144K2.6%

VANGUARD TAX-MANAGED FDS

$5M85K2.6%

Filing history loading…