Affinity Wealth Management LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $658 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Energy Sector Spdr with a value of $65.4M, Invesco Qqq Trust, Series 1 with a value of $52.6M, Ishares Tr with a value of $45.1M, First Trust Rising Dividend Ac with a value of $44.5M, and Invesco Exchange Traded Fd Tr with a value of $43.2M.
Examining the 13F form we can see an increase of $42.2M in the current position value, from $616M to 658M.
Affinity Wealth Management LLC is based out at Wilmington, DE
Below you can find more details about Affinity Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$658 Million
ETFs: $438 Million
Technology: $105 Million
Financial Services: $24.4 Million
Consumer Cyclical: $21.4 Million
Healthcare: $20.4 Million
Communication Services: $19.8 Million
Utilities: $9.93 Million
Basic Materials: $9.34 Million
Other: $10.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
