Affinity Capital Advisors, LLC - Portfolio Stock Holdings
Affinity Capital Advisors, LLC disclosed 215 stock positions in a recent SEC 13F filing. $805,490,515 of stock holdings were filed, with the largest holdings including IVV, VUG, and VTV. This filing represented positions held on June 30, 2026, and was filed today.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:
June 30, 2026No. of Stocks:
215Est. Stock Holding Value:
$805,490,515Top Stock Holdings By Sector
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Portfolio Stock Holdings - Affinity Capital Advisors, LLC
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% of Portfolio
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