Aa Financial Advisors, LLC Portfolio Holdings

Aa Financial Advisors, LLC

  • $464 Billion
  • Q2 2025

Aa Financial Advisors, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $464 Billion distributed in 186 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $29.5B, Capital Group Divid Value ETF with a value of $27.1B, Vanguard Total World Stk Index with a value of $22.6B, Capital Group Core Plus Income with a value of $16.8B, and Vanguard Total Stock Market Et with a value of $16.6B.

Examining the 13F form we can see an increase of $54.2B in the current position value, from $410B to 464B.

Aa Financial Advisors, LLC is based out at Columbus, OH

Below you can find more details about Aa Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $464 Billion
ETFs: $321 Billion
Technology: $33.6 Billion
Financial Services: $20 Billion
Consumer Cyclical: $15 Billion
Industrials: $10.6 Billion
Healthcare: $10.3 Billion
Communication Services: $7.27 Billion
Consumer Defensive: $7.18 Billion
Other: $6.94 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.32T
$9.32 Billion 2.01% of portfolio
42,470
Q2 2025 Added 181.41%
$3.77T
$7.53 Billion 1.62% of portfolio
15,133
Q2 2025 Added 3.76%
$1.58B
$5.85 Billion 1.26% of portfolio
707,051
Q2 2025 Added 30.05%
$113B
$5.1 Billion 1.1% of portfolio
18,514
Q2 2025 Added 13.78%
$416B
$4.71 Billion 1.01% of portfolio
29,791
Q2 2025 Reduced 8.67%
$3.45T
$4.19 Billion 0.9% of portfolio
20,436
Q2 2025 Reduced 6.11%
$0
$3.09 Billion 0.67% of portfolio
148,858
Q2 2025 Added 11.41%
$855B
$2.81 Billion 0.61% of portfolio
9,703
Q2 2025 Reduced 9.01%
$738B
$2.67 Billion 0.58% of portfolio
3,427
Q2 2025 Reduced 26.62%
$1.58T
$2 Billion 0.43% of portfolio
2,713
Q2 2025 Added 5.69%
$9.58B
$1.84 Billion 0.4% of portfolio
16,009
Q2 2025 Reduced 2.19%
-
$1.86 Billion 0.4% of portfolio
-
Q1 2025 New
$530B
$1.72 Billion 0.37% of portfolio
1,283
Q2 2025 Added 11.76%
$256B
$1.68 Billion 0.36% of portfolio
9,244
Q2 2025 Added 10.49%
$1.17T
$1.68 Billion 0.36% of portfolio
9,457
Q2 2025 Added 10.57%
$310M
$1.69 Billion 0.36% of portfolio
75,000
Q1 2025 New
$264B
$1.52 Billion 0.33% of portfolio
5,582
Q2 2025 Reduced 16.37%
$1.14T
$1.5 Billion 0.32% of portfolio
8,490
Q2 2025 Reduced 3.2%
$116B
$1.44 Billion 0.31% of portfolio
4,971
Q2 2025 Reduced 2.43%
$575B
$1.45 Billion 0.31% of portfolio
4,098
Q2 2025 Reduced 16.93%
$141B
$1.31 Billion 0.28% of portfolio
5,902
Q2 2025 Reduced 13.08%
$283B
$1.3 Billion 0.28% of portfolio
5,045
Q2 2025 Added 7.29%
$149B
$1.24 Billion 0.27% of portfolio
3,146
Q2 2025 Reduced 11.75%
$104B
$1.19 Billion 0.26% of portfolio
5,448
Q2 2025 Added 4.75%
$260B
$1.19 Billion 0.26% of portfolio
12,212
Q2 2025 Reduced 13.14%
$375B
$1.16 Billion 0.25% of portfolio
7,293
Q2 2025 Reduced 3.42%
$220B
$1.17 Billion 0.25% of portfolio
3,023
Q2 2025 Reduced 12.68%
$74.1B
$1.13 Billion 0.24% of portfolio
34,581
Q2 2025 Added 4.47%
$417B
$1.1 Billion 0.24% of portfolio
1,108
Q2 2025 Added 21.89%
$62.5B
$1.05 Billion 0.23% of portfolio
3,939
Q2 2025 Reduced 14.46%
$220B
$1.08 Billion 0.23% of portfolio
3,682
Q2 2025 Added 26.83%
$159B
$1.04 Billion 0.22% of portfolio
4,478
Q2 2025 Added 11.81%
$118B
$1.02 Billion 0.22% of portfolio
11,406
Q2 2025 Added 44.64%
$104B
$972 Million 0.21% of portfolio
3,013
Q2 2025 Added 5.83%
$301B
$971 Million 0.21% of portfolio
13,724
Q2 2025 Added 11.17%
$93B
$870 Million 0.19% of portfolio
7,377
Q2 2025 Added 17.66%
$220B
$840 Million 0.18% of portfolio
6,173
Q2 2025 Added 6.82%
$60.7B
$827 Million 0.18% of portfolio
6,932
Q2 2025 Added 29.42%
$88.9B
$828 Million 0.18% of portfolio
2,643
Q2 2025 Added 14.42%
$1.22T
$801 Million 0.17% of portfolio
3,538
Q2 2025 Added 26.31%
$533B
$743 Million 0.16% of portfolio
1,322
Q2 2025 Added 60.24%
$267B
$688 Million 0.15% of portfolio
2,205
Q2 2025 Added 19.97%
$622B
$714 Million 0.15% of portfolio
1,469
Q2 2025 Added 40.57%
$331B
$654 Million 0.14% of portfolio
3,522
Q2 2025 Reduced 20.33%
$86.8B
$657 Million 0.14% of portfolio
1,314
Q2 2025 Added 16.9%
$219B
$650 Million 0.14% of portfolio
4,454
Q2 2025 Reduced 0.76%
$280B
$632 Million 0.14% of portfolio
789
Q2 2025 Added 45.3%
$0
$652 Million 0.14% of portfolio
29,691
Q2 2025 Added 1.28%
-
$639 Million 0.14% of portfolio
-
Q2 2025 Added 16.24%

Summary

  • Portfolio
  • No. of Stocks 186
  • Current Value $464 Billion
  • Prior Value $410 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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