Ashford Advisors, LLC Portfolio Holdings

Ashford Advisors, LLC

  • $434 Million
  • Q2 2025

Ashford Advisors, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $434 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $247M, Vanguard Total Stock Market Et with a value of $50.1M, Schwab Fundamental U S Large C with a value of $48.6M, Schwab Strategic Tr Us Large C with a value of $34.7M, and Schwab Strategic Tr Us Broad M with a value of $17.8M.

Examining the 13F form we can see an increase of $33.5M in the current position value, from $400M to 434M.

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

Portfolio value $434 Million
ETFs: $434 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $434 Million
  • Prior Value $400 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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