AF Advisors, Inc.

CIK: 0001818044SEC EDGAR →

Portfolio Value

$263K

Holdings

29

As of

Q4 2025

New Positions

2

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD WHITEHALL FDS

118,864$17.1M
6481.31%
2

SPDR SERIES TRUST

128,000$7.4M
2816.08%
3

SPDR SERIES TRUST

150,000$7.0M
2670.56%
4

WELLS FARGO CO NEW

32,040$3.0M
1134.49%
5

VANGUARD INDEX FDS

5,150$1.7M
655.77%
6

NVIDIA CORPORATION

5,801$1.1M
410.71%
7

VANGUARD INDEX FDS

1,635$797K
302.81%
8

SCHWAB STRATEGIC TR

26,935$706K
268.23%
9

AMAZON COM INC

2,870$662K
251.52%
10

CHEVRON CORP NEW

4,255$648K
246.20%

Quarterly Changes

Top Buys

VYM↑ Increased
$5.9M
SPSM↑ Increased
$2.9M
CAT↑ Increased
$982K
MSFT↑ Increased
$244K
ROSTNEW
$236K

Top Sells

CLXCLOSED
$246K
TCLOSED
$214K
WABCCLOSED
$209K
AMZN↓ Decreased
$31K
CVX↓ Decreased
$29K

New Positions (3)

$236K · 1K shares
$207K · 660 shares
$302 · 532 shares

Closed Positions (4)

$246K · 2K shares
$214K · 8K shares
$209K · 4K shares
$215 · 293 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services15$39.5M88.4%
Technology4$2.0M4.5%
Consumer Cyclical3$1.5M3.3%
Energy1$648K1.5%
Unknown1$398K0.9%
Industrials3$241K0.5%
Healthcare1$219K0.5%
Communication Services1$207K0.5%