AA Financial Advisors, LLC - Portfolio Stock Holdings
AA Financial Advisors, LLC disclosed 242 stock positions in a recent SEC 13F filing. $831,516,931 of stock holdings were filed, with the largest holdings including VB, CGDV, and CGGR. This filing represented positions held on June 30, 2026, and was filed on July 17, 2026.We estimate the fund has a total AUM of $1,418,568,755 and has 31 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
242Est. Stock Holding Value:
$831,516,931Top Stock Holdings By Sector
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Portfolio Stock Holdings - AA Financial Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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