Ashford Advisors, LLC
Ashford Advisors, LLC reported 23 positions worth $484.8M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: IVV (52.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $256.1M | 52.83% | 341,964 | — | — | |
| ▸ 2 | FNDX | SH | $56.9M | 11.73% | 1,828,254 | — | — | |
| ▸ 3 | VTI | SH | $56.5M | 11.65% | 152,610 | — | — | |
| ▸ 4 | SCHX | SH | $38.2M | 7.88% | 1,297,442 | — | — | |
| ▸ 5 | ACWI | SH | $19.0M | 3.92% | 120,933 | — | — | |
| ▸ 6 | BND | SH | $18.2M | 3.76% | 248,417 | — | — | |
| ▸ 7 | SCHB | SH | $16.1M | 3.33% | 557,350 | — | — | |
| ▸ 8 | ESGV | SH | $4.7M | 0.98% | 35,896 | — | — | |
| ▸ 9 | IWB | SH | $3.7M | 0.77% | 9,105 | — | — | |
| ▸ 10 | EFA | SH | $3.6M | 0.75% | 35,040 | — | — |
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Frequently Asked Questions
What stocks does Ashford Advisors, LLC hold as of Q2 2026?
Ashford Advisors, LLC reported 23 positions worth $484.8M in its Q2 2026 13F filing. Largest positions: IVV (52.8%), FNDX (11.7%), VTI (11.6%), SCHX (7.9%) and ACWI (3.9%).
What did Ashford Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ashford 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.