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Portfolio (Quarterly) Guide ↗

Affiance Financial, LLC

· CIK 0001723681
13F Portfolio $617.1B AUM 106 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 24 Added 25 Reduced 3 Exited
Page 2 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 10,933.0 $4.0M 0.66% -175.0 -1.6% $370.17 +10.6%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,130.0 $4.0M 0.65% +51.0 +0.8% $650.40 +13.6%
23 ESGD ISHARES TR 37,468.0 $3.6M 0.58% +9K +29.8% $95.62 +5.1%
24 AMZN AMAZON COM INC Consumer Cyclical 17,118.0 $3.6M 0.58% +5K +37.4% $208.27 +26.8%
25 VO VANGUARD INDEX FDS 11,343.0 $3.3M 0.53% +1K +15.2% $287.18 -73.4%
26 VIG VANGUARD SPECIALIZED FUNDS 13,915.0 $3.0M 0.48% $215.06 +6.7%
27 EFIV SPDR SERIES TRUST 44,594.0 $2.8M 0.46% NEW $63.08 +13.7%
28 GOOGL ALPHABET INC Communication Services 9,452.0 $2.7M 0.44% -75.0 -0.8% $287.56 +39.5%
29 EFG ISHARES TR 23,980.0 $2.7M 0.43% -2K -8.7% $111.37 +6.1%
30 META META PLATFORMS INC Communication Services 4,554.0 $2.6M 0.42% $572.16 +8.1%
31 NVDA NVIDIA CORPORATION Technology 14,648.0 $2.6M 0.41% +238.0 +1.6% $174.40 +35.2%
32 JPM JPMORGAN CHASE & CO Financial Services 8,532.0 $2.5M 0.41% $294.16 +2.0%
33 ESGE ISHARES INC 51,356.0 $2.3M 0.38% +1K +2.4% $45.47 +14.1%
34 WMT WALMART INC Consumer Defensive 18,522.0 $2.3M 0.37% $124.28 +6.6%
35 IWD ISHARES TR 10,247.0 $2.2M 0.35% $213.67 +8.7%
36 CGUS CAPITAL GROUP CORE EQUITY ET 56,803.0 $2.2M 0.35% -33K -36.6% $38.42 +13.1%
37 BERKSHIRE HATHAWAY INC DEL 4,356.0 $2.1M 0.34% +132.0 +3.1% $479.23
38 QQQ INVESCO QQQ TR Financial Services 3,560.0 $2.1M 0.33% $577.34 +22.8%
39 VXUS VANGUARD STAR FDS 26,086.0 $2.0M 0.33% $77.11 +7.8%
40 VGT VANGUARD WORLD FD 2,709.0 $1.9M 0.31% $697.91 -83.8%
Page 2 of 6  ·  106 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 27.9%
Financial Services 15.7%
Communication Services 15.5%
Consumer Cyclical 10.9%
Healthcare 10.7%
Industrials 8.2%
Consumer Defensive 7.8%
Basic Materials 1.3%
Energy 1.1%
Utilities 0.9%