Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AA Financial Advisors, LLC (CIK 2016899) reported $709.9M across 221 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGDV ($34.2M, 4.81%), VB ($33.5M, 4.72%), CGGR ($29.5M, 4.15%), DFAC ($28.8M, 4.05%), CGUS ($20.6M, 2.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $34.2M | 4.81% | 803,430 | Added |
| 2 | VB | VANGUARD INDEX FDS | $33.5M | 4.72% | 128,019 | Trimmed |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | $29.5M | 4.15% | 733,484 | Added |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $28.8M | 4.05% | 740,205 | New |
| 5 | CGUS | CAPITAL GROUP CORE EQUITY ET | $20.6M | 2.90% | 536,231 | Added |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $19.5M | 2.75% | 246,616 | Added |
| 7 | DFIC | DIMENSIONAL ETF TRUST | $18.1M | 2.55% | 509,880 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $18.1M | 2.54% | 56,308 | Added |
| 9 | VT | VANGUARD INTL EQUITY INDEX F | $18.0M | 2.54% | 130,162 | Trimmed |
| 10 | IJH | ISHARES TR | $17.2M | 2.43% | 255,047 | Added |
| 11 | DGCB | DIMENSIONAL ETF TRUST | $17.1M | 2.41% | 316,348 | New |
| 12 | BIL | SPDR SERIES TRUST | $17.0M | 2.39% | 185,228 | New |
| 13 | VNQ | VANGUARD INDEX FDS | $12.2M | 1.71% | 137,077 | Added |
| 14 | CGCP | CAPITAL GRP FIXED INCM ETF T | $10.9M | 1.53% | 487,639 | Trimmed |
| 15 | BSCR | INVESCO EXCH TRD SLF IDX FD | $10.5M | 1.48% | 536,210 | Trimmed |
| 16 | TSLA | TESLA INC | $9.7M | 1.37% | 26,116 | Added |
| 17 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $9.5M | 1.34% | 284,226 | Trimmed |
| 18 | COMM | VISTANCE NETWORKS INC | $9.5M | 1.33% | 519,519 | Hold |
| 19 | VYM | VANGUARD WHITEHALL FDS | $9.3M | 1.31% | 63,029 | Trimmed |
| 20 | DFSD | DIMENSIONAL ETF TRUST | $9.1M | 1.28% | 190,453 | New |
| 21 | VCIT | VANGUARD SCOTTSDALE FDS | $9.1M | 1.28% | 110,098 | Trimmed |
| 22 | DFCF | DIMENSIONAL ETF TRUST | $8.7M | 1.23% | 206,004 | New |
| 23 | PAPR | INNOVATOR ETFS TRUST | $8.2M | 1.16% | 206,504 | Trimmed |
| 24 | DFGP | DIMENSIONAL ETF TRUST | $8.3M | 1.16% | 152,869 | New |
| 25 | PJAN | INNOVATOR ETFS TRUST | $8.2M | 1.15% | 177,189 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31