Notify me when Affinity Capital Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 173 | $722,576,922 | +$75,278,082 | -$4,401,792 | +$70,876,290 | IVV, VUG, IUSB, AAPL, VTV | 13F-HR | 08 Jan 2026, 18:33 |
| Q3 2025 | 153 | $650,883,008 | +$45,094,014 | -$23,106,991 | +$21,987,023 | IVV, VUG, IUSB, VTV, AAPL | 13F-HR | 09 Oct 2025, 09:52 |
| Q2 2025 | 159 | $581,387,473 | +$26,352,304 | -$13,031,576 | +$13,320,728 | IVV, IUSB, VUG, VTV, AAPL | 13F-HR | 09 Jul 2025, 17:13 |
| Q1 2025 | 154 | $504,430,925 | +$41,582,598 | -$29,140,714 | +$12,441,884 | IUSB, IVV, VUG, VTV, AAPL | 13F-HR | 16 Apr 2025, 21:46 |
| Q4 2024 | 150 | $531,566,336 | +$39,033,814 | -$8,904,111 | +$30,129,703 | VUG, IVV, IUSB, AAPL, VTV | 13F-HR | 13 Jan 2025, 19:29 |
| Q3 2024 | 151 | $516,315,741 | +$26,815,986 | -$13,102,501 | +$13,713,485 | VUG, IVV, IUSB, AAPL, VTV | 13F-HR | 07 Oct 2024, 13:45 |
| Q2 2024 | 145 | $476,176,246 | +$34,663,503 | -$20,519,085 | +$14,144,418 | VUG, IVV, IUSB, AAPL, VTV | 13F-HR | 13 Aug 2024, 18:18 |
| Q1 2024 | 150 | $448,670,844 | +$49,711,136 | -$24,752,976 | +$24,958,160 | VUG, IVV, IUSB, AAPL, VTV | 13F-HR | 12 Apr 2024, 14:18 |
| Q4 2023 | 135 | $410,035,920 | +$43,523,839 | -$35,525,920 | +$7,997,919 | AAPL, VUG, VTV, IUSB, IVV | 13F-HR | 11 Jan 2024, 13:47 |
| Q3 2023 | 131 | $364,295,316 | +$67,125,241 | -$53,277,470 | +$13,847,771 | AAPL, VUG, VTV, IUSB, IVV | 13F-HR | 10 Oct 2023, 21:37 |
| Q2 2023 | 133 | $369,037,243 | +$62,100,851 | -$37,982,887 | +$24,117,964 | AAPL, VTV, VUG, IWV, IUSB | 13F-HR | 13 Jul 2023, 21:50 |
| Q1 2023 | 124 | $321,374,672 | +$24,080,768 | -$18,118,653 | +$5,962,115 | AAPL, VTV, VUG, IEFA, ESGV | 13F-HR | 11 Apr 2023, 15:31 |
| Q4 2022 | 110 | $291,751,662 | +$6,270,652 | -$14,613,459 | -$8,342,807 | VTV, AAPL, IEFA, VUG, ESGV | 13F-HR | 18 Jan 2023, 17:37 |
| Q3 2022 | 109 | $285,925,000 | +$13,090,519 | -$3,083,706 | +$10,006,813 | AAPL, VTV, VUG, IEFA, AGG | 13F-HR | 11 Oct 2022, 19:53 |
| Q2 2022 | 109 | $293,681,000 | +$33,509,951 | -$5,454,630 | +$28,055,321 | AAPL, VTV, IEFA, VUG, ESGV | 13F-HR | 08 Jul 2022, 18:04 |
| Q1 2022 | 113 | $319,803,000 | +$27,708,137 | -$16,206,679 | +$11,501,458 | AAPL, VTV, IEFA, VUG, AGG | 13F-HR | 18 Apr 2022, 20:13 |
| Q4 2021 | 122 | $331,192,000 | +$15,267,683 | -$8,689,368 | +$6,578,315 | AAPL, VTV, IEFA, VUG, AGG | 13F-HR | 31 Jan 2022, 15:26 |
| Q3 2021 | 120 | $298,248,000 | +$12,846,859 | -$9,171,632 | +$3,675,227 | AAPL, VTV, IEFA, VUG, AGG | 13F-HR | 28 Oct 2021, 15:45 |
| Q2 2021 | 123 | $295,075,000 | +$14,876,260 | -$11,301,421 | +$3,574,839 | AAPL, VTV, IEFA, VUG, AGG | 13F-HR | 13 Aug 2021, 14:19 |
| Q1 2021 | 120 | $272,841,000 | +$35,754,671 | -$17,188,375 | +$18,566,296 | AAPL, VTV, IEFA, AGG, VUG | 13F-HR | 19 Apr 2021, 09:31 |
| Q4 2020 | 114 | $246,115,000 | +$59,803,270 | -$13,304,972 | +$46,498,298 | AAPL, VTV, IEFA, AGG, SCHG | 13F-HR | 27 Jan 2021, 17:22 |
| Q3 2020 | 105 | $176,710,000 | +$24,073,532 | -$5,248,716 | +$18,824,816 | VTV, IEFA, SPYG, SCHG, AGG | 13F-HR | 13 Nov 2020, 13:19 |
| Q2 2020 | 97 | $152,955,000 | +$7,607,131 | -$3,421,266 | +$4,185,865 | VTV, IEFA, SCHG, SPYG, AGG | 13F-HR | 16 Jul 2020, 16:46 |
| Q1 2020 | 95 | $133,399,000 | +$17,198,835 | -$14,681,197 | +$2,517,638 | VTV, SCHG, IEFA, SPYG, SCHV | 13F-HR | 23 Apr 2020, 17:04 |
| Q4 2019 | 116 | $151,957,000 | $0 | $0 | $0 | SCHV, IEFA, SCHG, VTV, AGG | 13F-HR | 23 Apr 2020, 17:01 |