Portfolio (Quarterly) Guide ↗

Affiance Financial, LLC

· CIK 0001723681

13F Portfolio $617.1B AUM 106 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 24 Added 25 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DIS	DISNEY WALT CO	Communication Services	2,124	$242K	0.04%	SOLD
2	DHR	DANAHER CORPORATION	Healthcare	928	$212K	0.03%	SOLD
3	BTZ	BLACKROCK CR ALLOCATION INCO	Financial Services	14,100	$153K	0.03%	SOLD

Sector Allocation

Technology 27.9%

Financial Services 15.7%

Communication Services 15.5%

Consumer Cyclical 10.9%

Healthcare 10.7%

Industrials 8.2%

Consumer Defensive 7.8%

Basic Materials 1.3%

Energy 1.1%

Utilities 0.9%