Affinity Capital Advisors, LLC - Portfolio Stock Holdings
Affinity Capital Advisors, LLC disclosed 243 stock positions in a recent SEC 13F filing. $845,552,545 of stock holdings were filed, with the largest holdings including IVV, VUG, and IUSB. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $851,336,597 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
243Est. Stock Holding Value:
$845,552,545Top Stock Holdings By Sector
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Portfolio Stock Holdings - Affinity Capital Advisors, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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