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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 6 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GEV GE VERNOVA INC Utilities 1,030.0 $1.2M 0.15% NEW $1174.88 -17.8%
102 DEHP DIMENSIONAL ETF TRUST 28,156.0 $1.2M 0.14% NEW $42.77 -4.3%
103 NFLX NETFLIX INC. Communication Services 16,862.0 $1.2M 0.14% NEW $71.40 +12.2%
104 BSJR INVESCO EXCH TRD SLF IDX FD 53,353.0 $1.2M 0.14% NEW $22.35 +0.3%
105 CGCB CAPITAL GRP FIXED INCM ETF T 44,635.0 $1.2M 0.14% NEW $26.18 -1.1%
106 DFGR DIMENSIONAL ETF TRUST 40,003.0 $1.2M 0.14% NEW $28.97 +1.9%
107 DFEV DIMENSIONAL ETF TRUST 26,948.0 $1.1M 0.14% NEW $42.67 -2.0%
108 LIN LINDE PLC Basic Materials 2,051.0 $1.1M 0.13% NEW $518.94 -7.3%
109 ABBV ABBVIE INC Healthcare 4,132.0 $1.0M 0.12% NEW $251.67 +4.0%
110 WELL WELLTOWER INC Real Estate 4,475.0 $1.0M 0.12% NEW $226.97 +4.6%
111 BAC BANK OF AMER CORP Financial Services 17,768.0 $1.0M 0.12% NEW $56.98 +8.6%
112 IAU ISHARES GOLD TR Financial Services 13,351.0 $1.0M 0.12% NEW $75.51 +12.7%
113 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,145.0 $999K 0.12% NEW $317.53 -9.4%
114 JNJ JOHNSON & JOHNSON Healthcare 3,805.0 $966K 0.12% NEW $253.95 +5.3%
115 IBM INTERNATIONAL BUSINESS MACHS Technology 3,422.0 $962K 0.12% NEW $281.22 -16.9%
116 UNH UNITEDHEALTH GROUP INC Healthcare 2,291.0 $952K 0.12% NEW $415.64 -7.4%
117 MRSH MARSH & MCLENNAN COS INC Financial Services 5,668.0 $945K 0.11% NEW $166.67 +14.1%
118 DFSU DIMENSIONAL ETF TRUST 19,778.0 $922K 0.11% NEW $46.63 +2.8%
119 MA MASTERCARD INCORPORATED Financial Services 1,778.0 $913K 0.11% NEW $513.60 +11.7%
120 VOO VANGUARD INDEX FDS 1,262.0 $867K 0.10% NEW $686.64 +2.1%
Page 6 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%