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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
Page 1 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 194,493.0 $133.6M 19.21% $686.81 +2.5%
2 AGG ISHARES TR 990,470.0 $98.0M 14.10% +18K +1.9% $98.98 -1.6%
3 VTI VANGUARD INDEX FDS 237,334.0 $87.8M 12.63% +9K +4.2% $370.04 +2.2%
4 IEFA ISHARES TR 404,972.0 $39.1M 5.62% +24K +6.3% $96.58 +4.4%
5 VEA VANGUARD TAX-MANAGED FDS 520,621.0 $37.1M 5.33% $71.25 +3.0%
6 IWF ISHARES TR 265,114.0 $32.9M 4.73% +204K +332.2% $124.17 -1.4%
7 VTV VANGUARD INDEX FDS 108,012.0 $23.5M 3.38% +4K +4.3% $217.93 +3.9%
8 AKRE PROFESIONALLY MANAGED PORTFO 370,045.0 $19.7M 2.83% -2K -0.6% $53.19 +13.8%
9 VXF VANGUARD INDEX FDS 70,004.0 $17.2M 2.48% -709.0 -1.0% $246.21 -0.3%
10 SPEM SPDR INDEX SHS FDS 261,106.0 $13.5M 1.94% +12K +4.9% $51.78 +1.2%
11 VWO VANGUARD INTL EQUITY INDEX F 212,407.0 $12.7M 1.82% $59.69 +1.3%
12 IJH ISHARES TR 163,824.0 $12.6M 1.82% -4K -2.6% $77.11 -0.4%
13 BOND PIMCO ETF TR 126,883.0 $11.7M 1.68% +30K +30.4% $92.21 -1.9%
14 AAPL APPLE INC Technology 35,289.0 $10.2M 1.47% -4K -9.6% $289.36 +6.9%
15 CGCP CAPITAL GRP FIXED INCM ETF T 369,532.0 $8.2M 1.18% +18K +5.0% $22.29 -1.3%
16 CGDV CAPITAL GROUP DIVIDEND VALUE 148,746.0 $7.3M 1.05% +6K +4.5% $49.28 +1.9%
17 IJR ISHARES TR 45,380.0 $6.7M 0.97% +2K +5.5% $148.31 -0.7%
18 IVV ISHARES TR 8,781.0 $6.6M 0.95% $748.92 +2.7%
19 VT VANGUARD INTL EQUITY INDEX F 33,815.0 $5.3M 0.76% $156.95 +2.4%
20 GOOG ALPHABET INC 13,920.0 $4.9M 0.71% -228.0 -1.6% $353.34
Page 1 of 6  ·  111 positions

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%