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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 4 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INNOVATOR ETFS TRUST 118,003.0 $2.9M 0.35% NEW $24.67
62 INNOVATOR ETFS TRUST 121,107.0 $2.9M 0.35% NEW $23.80
63 KLAC KLA CORP Technology 8,827.0 $2.7M 0.32% NEW $301.72 -37.9%
64 IEFA ISHARES TR 27,075.0 $2.6M 0.31% NEW $96.58 +4.0%
65 CSX CSX CORP Industrials 51,711.0 $2.5M 0.30% NEW $47.53 +6.6%
66 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,606.0 $2.4M 0.29% NEW $935.55 +2.3%
67 DIHP DIMENSIONAL ETF TRUST 68,165.0 $2.3M 0.28% NEW $34.13 +4.3%
68 DISV DIMENSIONAL ETF TRUST 56,942.0 $2.3M 0.28% NEW $40.13 +10.0%
69 DFSB DIMENSIONAL ETF TRUST 42,282.0 $2.2M 0.27% NEW $52.11 -2.5%
70 CGMS CAPITAL GRP FIXED INCM ETF T 77,524.0 $2.1M 0.26% NEW $27.33 -0.4%
71 MU MICRON TECHNOLOGY INC Technology 1,830.0 $2.1M 0.25% NEW $1154.29 -18.8%
72 SPACE EXPLORATION TECHN CORP 12,185.0 $2.1M 0.25% NEW $170.86
73 GE GE AEROSPACE Industrials 5,483.0 $2.0M 0.25% NEW $373.71 -4.7%
74 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,285.0 $2.0M 0.25% NEW $477.58 -13.7%
75 META META PLATFORMS INC Communication Services 3,566.0 $2.0M 0.24% NEW $563.26 -3.1%
76 BSJQ INVESCO EXCH TRD SLF IDX FD 86,302.0 $2.0M 0.24% NEW $22.95 -0.1%
77 BSCX INVESCO EXCH TRD SLF IDX FD 93,254.0 $2.0M 0.24% NEW $21.05 -1.0%
78 PM PHILIP MORRIS INTL INC Consumer Defensive 10,779.0 $2.0M 0.23% NEW $180.91 +5.0%
79 CGMU CAPITAL GRP FIXED INCM ETF T 67,338.0 $1.8M 0.22% NEW $27.47 -1.3%
80 TFLO ISHARES TR 34,648.0 $1.8M 0.21% NEW $50.63 -0.1%
Page 4 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%