Affiance Financial, LLC - Portfolio Stock Holdings
Affiance Financial, LLC disclosed 114 stock positions in a recent SEC 13F filing. $695,373,529 of stock holdings were filed, with the largest holdings including VOO, AGG, and VTI. This filing represented positions held on June 30, 2026, and was filed on July 9, 2026.We estimate the fund has a total AUM of $1,371,764,900 and has 25 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:
114Est. Stock Holding Value:
$695,373,529Top Stock Holdings By Sector
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Portfolio Stock Holdings - Affiance Financial, LLC
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Portfolio Options Holdings - Affiance Financial, LLC
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