AA Financial Advisors, LLC
AA Financial Advisors, LLC reported 230 positions worth $831.5M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: VB (5.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VB | SH | $48.8M | 5.86% | 160,869 | — | — | |
| ▸ 2 | CGDV | SH | $45.6M | 5.48% | 924,313 | — | — | |
| ▸ 3 | CGGR | SH | $42.0M | 5.05% | 889,658 | — | — | |
| ▸ 4 | DFAC | SH | $32.4M | 3.89% | 729,792 | — | — | |
| ▸ 5 | IJH | SH | $30.6M | 3.68% | 396,971 | — | — | |
| ▸ 6 | CGUS | SH | $26.6M | 3.20% | 597,760 | — | — | |
| ▸ 7 | VCSH | SH | $22.3M | 2.68% | 282,053 | — | — | |
| ▸ 8 | VT | SH | $21.1M | 2.53% | 134,235 | — | — | |
| ▸ 9 | VTI | SH | $20.5M | 2.46% | 55,335 | — | — | |
| ▸ 10 | DFIC | SH | $19.8M | 2.38% | 530,537 | — | — |
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Frequently Asked Questions
What stocks does AA Financial Advisors, LLC hold as of Q2 2026?
AA Financial Advisors, LLC reported 230 positions worth $831.5M in its Q2 2026 13F filing. Largest positions: VB (5.9%), CGDV (5.5%), CGGR (5.1%), DFAC (3.9%) and IJH (3.7%).
What did AA Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did AA Financial Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.