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Portfolio (Quarterly) Guide ↗

Affinity Capital Advisors, LLC

· CIK 0001810023
13F Portfolio $723M AUM 173 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 173 New
Page 3 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VO VANGUARD INDEX FDS 7,999.0 $2.3M 0.32% NEW $290.21 -72.9%
42 SCHM SCHWAB STRATEGIC TR 76,179.0 $2.3M 0.32% NEW $30.07 +17.1%
43 IJR ISHARES TR 18,219.0 $2.2M 0.30% NEW $120.18 +16.2%
44 SCHF SCHWAB STRATEGIC TR 87,339.0 $2.1M 0.29% NEW $24.04 +15.6%
45 SPSM SPDR SERIES TRUST 44,692.0 $2.1M 0.29% NEW $46.86 +15.9%
46 TLT ISHARES TR 23,748.0 $2.1M 0.29% NEW $87.16 -2.4%
47 VGT VANGUARD WORLD FD 2,731.0 $2.1M 0.28% NEW $753.84 -84.3%
48 SPYV SPDR SERIES TRUST 36,175.0 $2.1M 0.28% NEW $56.81 +7.5%
49 VB VANGUARD INDEX FDS 7,913.0 $2.0M 0.28% NEW $257.94 +13.6%
50 VEA VANGUARD TAX-MANAGED FDS 31,108.0 $1.9M 0.27% NEW $62.47 +14.9%
51 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 6,584.0 $1.8M 0.25% NEW $275.39 +207.1%
52 MA MASTERCARD INCORPORATED Financial Services 2,939.0 $1.7M 0.23% NEW $570.93 -13.6%
53 AME AMETEK INC Industrials 7,921.0 $1.6M 0.23% NEW $205.31 +11.8%
54 NFLX NETFLIX INC Communication Services 17,007.0 $1.6M 0.22% NEW $93.76 -6.5%
55 IWO ISHARES TR 4,868.0 $1.6M 0.22% NEW $323.03 +17.5%
56 IWS ISHARES TR 11,071.0 $1.6M 0.22% NEW $141.05 +13.5%
57 BERKSHIRE HATHAWAY INC DEL 2,883.0 $1.4M 0.20% NEW $502.65
58 IEV ISHARES TR 19,610.0 $1.3M 0.19% NEW $68.60 +7.2%
59 JPM JPMORGAN CHASE & CO. Financial Services 4,121.0 $1.3M 0.18% NEW $322.19 -4.8%
60 SUSC ISHARES TR 56,670.0 $1.3M 0.18% NEW $23.38 -1.2%
Page 3 of 9  ·  173 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 57.5%
Financial Services 11.3%
Communication Services 9.3%
Consumer Cyclical 7.1%
Healthcare 5.1%
Industrials 4.1%
Consumer Defensive 2.6%
Energy 2.0%
Utilities 0.9%