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Portfolio (Quarterly) Guide ↗

AA Financial Advisors, LLC

· CIK 0002016899
13F Portfolio $832M AUM 230 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 230 New
Page 11 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PSA PUBLIC STORAGE Real Estate 834.0 $265K 0.03% NEW $318.31 +2.1%
202 OKE ONEOK INC NEW Energy 3,013.0 $262K 0.03% NEW $86.94 +10.4%
203 MMM 3M CO Industrials 1,584.0 $256K 0.03% NEW $161.91 +11.6%
204 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,978.0 $254K 0.03% NEW $51.05 +16.7%
205 VIG VANGUARD SPECIALIZED FUNDS 1,067.0 $252K 0.03% NEW $236.62 +3.5%
206 AGNC AGNC INVT CORP Real Estate 23,091.0 $252K 0.03% NEW $10.90 +1.7%
207 KDP KEURIG DR PEPPER INC Consumer Defensive 7,686.0 $252K 0.03% NEW $32.73 -5.1%
208 EOG EOG RES INC Energy 1,916.0 $249K 0.03% NEW $129.73 +15.2%
209 VTWV VANGUARD SCOTTSDALE FDS 1,238.0 $242K 0.03% NEW $195.52 +1.9%
210 BSMT INVESCO EXCH TRD SLF IDX FD 10,490.0 $242K 0.03% NEW $23.03 -0.3%
211 EFG ISHARES TR 1,931.0 $240K 0.03% NEW $124.44 +0.8%
212 DFSI DIMENSIONAL ETF TRUST 5,316.0 $240K 0.03% NEW $45.10 +4.6%
213 PLTR PALANTIR TECHNOLOGIES INC Technology 2,020.0 $236K 0.03% NEW $116.67 +50.2%
214 GLD SPDR GOLD TR Financial Services 633.0 $233K 0.03% NEW $368.38 +12.3%
215 ANNALY CAPITAL MANAGEMENT IN 10,382.0 $232K 0.03% NEW $22.36
216 C CITIGROUP INC Financial Services 1,652.0 $231K 0.03% NEW $139.96 -5.1%
217 TXN TEXAS INSTRS INC Technology 755.0 $225K 0.03% NEW $298.07 -10.3%
218 XLF SELECT SECTOR SPDR TR 4,165.0 $223K 0.03% NEW $53.60 +7.2%
219 AME AMETEK INC Industrials 920.0 $223K 0.03% NEW $241.94 +0.5%
220 CMCSA COMCAST CORP NEW Communication Services 8,793.0 $216K 0.03% NEW $24.55 +8.3%
Page 11 of 12  ·  230 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 28.7%
Financial Services 20.9%
Consumer Cyclical 12.5%
Industrials 9.0%
Healthcare 8.7%
Communication Services 6.7%
Consumer Defensive 6.1%
Utilities 2.8%
Energy 2.5%
Basic Materials 1.0%