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Portfolio (Quarterly) Guide ↗

AF Advisors, Inc.

· CIK 0001818044
13F Portfolio $204M AUM 30 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 2 Added 5 Reduced
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FICO FAIR ISAAC CORP Technology 125,840.0 $150.4M 73.85% $1194.78 -8.3%
2 VYM VANGUARD WHITEHALL FDS 118,854.0 $18.8M 9.22% $158.03 +3.2%
3 SPSM SPDR SERIES TRUST 150,000.0 $8.7M 4.25% $57.67 -3.7%
4 SPMD SPDR SERIES TRUST 128,000.0 $8.6M 4.25% $67.56 -3.3%
5 WFC WELLS FARGO & CO Financial Services 29,040.0 $2.4M 1.18% $82.64 +4.9%
6 VTI VANGUARD INDEX FDS 4,966.0 $1.8M 0.90% -31.0 -0.6% $370.03 +1.3%
7 CAT CATERPILLAR INC Industrials 1,349.0 $1.4M 0.71% -100.0 -6.9% $1064.91 -27.1%
8 NVDA NVIDIA CORPORATION Technology 5,794.0 $1.2M 0.57% $200.09 +8.7%
9 VAW VANGUARD WORLD FD 5,017.0 $1.1M 0.56% $228.80 +2.1%
10 SCHD SCHWAB STRATEGIC TR 35,878.0 $1.1M 0.56% NEW $31.71 +9.7%
11 VUG VANGUARD INDEX FDS 9,810.0 $845K 0.41% +8K +500.0% $86.14 +1.4%
12 CVX CHEVRON CORPORATION Energy 4,250.0 $704K 0.35% $165.76 +26.7%
13 AMZN AMAZON COM INC Consumer Cyclical 2,846.0 $678K 0.33% -27.0 -0.9% $238.34 +7.0%
14 SCHB SCHWAB STRATEGIC TR 20,256.0 $587K 0.29% -493.0 -2.4% $28.96 +1.4%
15 ITOT ISHARES TR 3,379.0 $555K 0.27% $164.27 +1.4%
16 TSLA TESLA INC Consumer Cyclical 1,239.0 $521K 0.26% $420.60 -15.7%
17 AAPL APPLE INC Technology 1,735.0 $502K 0.25% $289.41 +12.4%
18 SPY STATE STR SPDR S&P 500 ETF T Financial Services 550.0 $411K 0.20% $746.77 +1.9%
19 DVY ISHARES TR 2,561.0 $400K 0.20% -247.0 -8.8% $156.32 +3.8%
20 VGT VANGUARD WORLD FD 2,876.0 $344K 0.17% +3K +740.9% $119.53 -0.7%
Page 1 of 2  ·  30 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 95.3%
Financial Services 2.1%
Industrials 1.2%
Consumer Cyclical 0.9%
Energy 0.4%