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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 8 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BTI BRITISH AMERN TOB PLC Consumer Defensive 8,686.0 $536K 0.07% NEW $61.76 -8.2%
142 HEICO CORP NEW 2,077.0 $536K 0.06% NEW $257.91
143 IVW ISHARES TR 3,822.0 $526K 0.06% NEW $137.51 +0.6%
144 CVS CVS HEALTH CORP Healthcare 5,027.0 $520K 0.06% NEW $103.45 -9.5%
145 BSMR INVESCO EXCH TRD SLF IDX FD 21,608.0 $511K 0.06% NEW $23.64 +0.1%
146 DHR DANAHER CORP DEL Healthcare 2,674.0 $509K 0.06% NEW $190.48 +13.4%
147 EPD ENTERPRISE PRODS PARTNERS L Energy 13,732.0 $505K 0.06% NEW $36.76 +4.5%
148 VEA VANGUARD TAX-MANAGED FDS 6,973.0 $497K 0.06% NEW $71.25 +2.2%
149 PAUG INNOVATOR ETFS TRUST 10,525.0 $480K 0.06% NEW $45.64 +1.9%
150 XLV SELECT SECTOR SPDR TR 3,015.0 $478K 0.06% NEW $158.65 +8.7%
151 VONE VANGUARD SCOTTSDALE FDS 1,388.0 $470K 0.06% NEW $338.67 +2.1%
152 TDG TRANSDIGM GROUP INC Industrials 351.0 $468K 0.06% NEW $1332.04 -11.4%
153 HD HOME DEPOT INC Consumer Cyclical 1,300.0 $459K 0.06% NEW $352.78 -5.2%
154 SCHD SCHWAB STRATEGIC TR 14,238.0 $451K 0.05% NEW $31.71 +9.8%
155 DYNF BLACKROCK ETF TRUST 6,501.0 $442K 0.05% NEW $68.01 +1.2%
156 MS MORGAN STANLEY Financial Services 2,100.0 $439K 0.05% NEW $209.04 -0.7%
157 CORT CORCEPT THERAPEUTICS INC Healthcare 5,000.0 $435K 0.05% NEW $86.95 +39.2%
158 BSMS INVESCO EXCH TRD SLF IDX FD 18,546.0 $435K 0.05% NEW $23.44 -0.0%
159 APH AMPHENOL CORP Technology 2,464.0 $434K 0.05% NEW $176.34 -13.2%
160 IVE ISHARES TR 1,892.0 $430K 0.05% NEW $227.06 +4.0%
Page 8 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%