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Portfolio (Quarterly) Guide ↗

AA Financial Advisors, LLC

· CIK 0002016899
13F Portfolio $832M AUM 230 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 230 New
Page 6 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GEV GE VERNOVA INC Utilities 1,030.0 $1.2M 0.15% NEW $1174.88 -20.0%
102 DEHP DIMENSIONAL ETF TRUST 28,156.0 $1.2M 0.14% NEW $42.77 -2.6%
103 NFLX NETFLIX INC. Communication Services 16,862.0 $1.2M 0.14% NEW $71.40 +0.5%
104 BSJR INVESCO EXCH TRD SLF IDX FD 53,353.0 $1.2M 0.14% NEW $22.35 -0.1%
105 CGCB CAPITAL GRP FIXED INCM ETF T 44,635.0 $1.2M 0.14% NEW $26.18 -2.8%
106 DFGR DIMENSIONAL ETF TRUST 40,003.0 $1.2M 0.14% NEW $28.97 -3.8%
107 DFEV DIMENSIONAL ETF TRUST 26,948.0 $1.1M 0.14% NEW $42.67 +0.5%
108 LIN LINDE PLC Basic Materials 2,051.0 $1.1M 0.13% NEW $518.94 -11.3%
109 ABBV ABBVIE INC Healthcare 4,132.0 $1.0M 0.12% NEW $251.67 +4.8%
110 WELL WELLTOWER INC Real Estate 4,475.0 $1.0M 0.12% NEW $226.97 +0.8%
111 BAC BANK OF AMER CORP Financial Services 17,768.0 $1.0M 0.12% NEW $56.98 +1.3%
112 IAU ISHARES GOLD TR Financial Services 13,351.0 $1.0M 0.12% NEW $75.51 +8.9%
113 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,145.0 $999K 0.12% NEW $317.53 -22.6%
114 JNJ JOHNSON & JOHNSON Healthcare 3,805.0 $966K 0.12% NEW $253.95 +6.3%
115 IBM INTERNATIONAL BUSINESS MACHS Technology 3,422.0 $962K 0.12% NEW $281.22 -18.4%
116 UNH UNITEDHEALTH GROUP INC Healthcare 2,291.0 $952K 0.12% NEW $415.64 -9.3%
117 MRSH MARSH & MCLENNAN COS INC Financial Services 5,668.0 $945K 0.11% NEW $166.67 +5.0%
118 DFSU DIMENSIONAL ETF TRUST 19,778.0 $922K 0.11% NEW $46.63 +1.9%
119 MA MASTERCARD INCORPORATED Financial Services 1,778.0 $913K 0.11% NEW $513.60 +10.1%
120 VOO VANGUARD INDEX FDS 1,262.0 $867K 0.10% NEW $686.64 +2.2%
Page 6 of 12  ·  230 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 29.6%
Financial Services 21.4%
Consumer Cyclical 12.9%
Industrials 9.3%
Healthcare 9.0%
Consumer Defensive 6.3%
Communication Services 4.5%
Utilities 2.9%
Energy 2.3%
Basic Materials 1.1%