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Portfolio (Quarterly) Guide ↗

Affiance Financial, LLC

· CIK 0001723681
13F Portfolio $695M AUM 111 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 26 Added 24 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VB VANGUARD INDEX FDS 3,220.0 $976K 0.14% NEW $303.20 +0.5%
2 MU MICRON TECHNOLOGY INC Technology 721.0 $832K 0.12% NEW $1154.29 -16.2%
3 VYM VANGUARD WHITEHALL FDS 2,151.0 $340K 0.05% NEW $158.10 +4.3%
4 INTC INTEL CORP Technology 2,100.0 $293K 0.04% NEW $139.63 -35.5%
5 AEP AMERICAN ELEC PWR CO INC Utilities 1,860.0 $254K 0.04% NEW $136.81 -11.6%
6 BIL SPDR SERIES TRUST 2,567.0 $235K 0.03% NEW $91.64 -0.0%
7 CGMU CAPITAL GRP FIXED INCM ETF T 7,989.0 $219K 0.03% NEW $27.47 -1.4%
8 KO COCA COLA CO Consumer Defensive 2,499.0 $203K 0.03% NEW $81.27 +12.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.8%
Financial Services 17.8%
Healthcare 13.9%
Consumer Cyclical 11.6%
Communication Services 9.7%
Industrials 7.7%
Consumer Defensive 7.4%
Basic Materials 1.4%
Utilities 1.3%
Energy 0.4%