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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 5 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TRV TRAVELERS COMPANIES INC Financial Services 4,827.0 $1.6M 0.19% NEW $330.13 +10.4%
82 ASML ASML HLDG NV Technology 800.0 $1.6M 0.19% NEW $1989.44 -12.0%
83 CB CHUBB LIMITED Financial Services 4,613.0 $1.6M 0.19% NEW $340.75 +0.6%
84 VGT VANGUARD WORLD FD 12,826.0 $1.5M 0.18% NEW $119.52 -1.0%
85 WMT WALMART INC Consumer Defensive 13,468.0 $1.5M 0.18% NEW $113.26 -8.3%
86 PSX PHILLIPS 66 Energy 8,925.0 $1.5M 0.18% NEW $169.06 +42.0%
87 DXYZ DESTINY TECH100 INC 58,000.0 $1.5M 0.18% NEW $25.76 +34.5%
88 WMS ADVANCED DRAIN SYS INC DEL Industrials 9,480.0 $1.5M 0.18% NEW $156.96 -9.3%
89 V VISA INC Financial Services 4,323.0 $1.5M 0.18% NEW $343.09 +6.6%
90 XLK SELECT SECTOR SPDR TR 7,689.0 $1.5M 0.18% NEW $190.51 -3.9%
91 LOW LOWES COS INC Consumer Cyclical 6,606.0 $1.5M 0.17% NEW $220.47 -1.4%
92 COP CONOCOPHILLIPS Energy 13,820.0 $1.4M 0.17% NEW $103.96 +29.7%
93 KO COCA COLA CO Consumer Defensive 17,411.0 $1.4M 0.17% NEW $81.27 +11.4%
94 PG PROCTER & GAMBLE CO Consumer Defensive 9,621.0 $1.4M 0.17% NEW $146.64 -2.5%
95 BKLN INVESCO EXCH TRADED FD TR II 64,873.0 $1.3M 0.16% NEW $20.37 +1.1%
96 DUK DUKE ENERGY CORP NEW Utilities 10,357.0 $1.3M 0.16% NEW $126.58 -3.1%
97 MCD MCDONALDS CORP Consumer Cyclical 4,742.0 $1.3M 0.15% NEW $270.31 -0.4%
98 BSCU INVESCO EXCH TRD SLF IDX FD 76,358.0 $1.3M 0.15% NEW $16.64 -0.5%
99 CRM SALESFORCE INC Technology 8,089.0 $1.3M 0.15% NEW $156.65 +31.1%
100 SYK STRYKER CORPORATION Healthcare 3,864.0 $1.2M 0.15% NEW $314.86 +4.1%
Page 5 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%