Klaas Financial Asset Advisors, LLC - Portfolio Stock Holdings
Klaas Financial Asset Advisors, LLC disclosed 62 stock positions in a recent SEC 13F filing. $800,870,802 of stock holdings were filed, with the largest holdings including SPYM, DFAI, and MBB. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $758,100,000 and has 15 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:
62Est. Stock Holding Value:
$800,870,802Top Stock Holdings By Sector
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Portfolio Stock Holdings - Klaas Financial Asset Advisors, LLC
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% of Portfolio
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