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.
Affinity Capital Advisors, LLC (CIK 1810023) reported $713.2M across 181 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($68.6M, 9.62%), IUSB ($63.1M, 8.85%), VTV ($60.1M, 8.43%), VUG ($59.8M, 8.39%), AAPL ($53.4M, 7.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $68.6M | 9.62% | 105,019 | Added |
| 2 | IUSB | ISHARES TR | $63.1M | 8.85% | 1.4M | Trimmed |
| 3 | VTV | VANGUARD INDEX FDS | $60.1M | 8.43% | 306,490 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $59.8M | 8.39% | 136,910 | Added |
| 5 | AAPL | APPLE INC | $53.4M | 7.49% | 210,508 | Trimmed |
| 6 | EFV | ISHARES TR | $31.6M | 4.42% | 424,349 | Added |
| 7 | IEMG | ISHARES INC | $28.2M | 3.96% | 404,774 | Added |
| 8 | ESGU | ISHARES TR | $21.1M | 2.96% | 149,450 | Trimmed |
| 9 | SGOV | ISHARES TR | $19.9M | 2.80% | 198,182 | Added |
| 10 | EFG | ISHARES TR | $17.6M | 2.47% | 158,138 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $16.9M | 2.37% | 126,997 | Added |
| 12 | CMF | ISHARES TR | $16.7M | 2.34% | 293,236 | Added |
| 13 | TLH | ISHARES TR | $16.2M | 2.27% | 161,026 | Added |
| 14 | SPYG | SPDR SERIES TRUST | $14.0M | 1.96% | 142,503 | Added |
| 15 | OEF | ISHARES TR | $12.3M | 1.72% | 38,625 | Trimmed |
| 16 | IJH | ISHARES TR | $11.0M | 1.54% | 162,794 | Added |
| 17 | SCHZ | SCHWAB STRATEGIC TR | $9.3M | 1.30% | 400,765 | Trimmed |
| 18 | EAGG | ISHARES TR | $8.9M | 1.25% | 187,857 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $8.7M | 1.22% | 14,545 | Added |
| 20 | SCHG | SCHWAB STRATEGIC TR | $8.4M | 1.18% | 288,764 | Trimmed |
| 21 | IEFA | ISHARES TR | $7.2M | 1.00% | 79,143 | Added |
| 22 | MSFT | MICROSOFT CORP | $5.6M | 0.78% | 15,001 | Trimmed |
| 23 | IWF | ISHARES TR | $4.9M | 0.69% | 11,483 | Trimmed |
| 24 | META | META PLATFORMS INC | $4.4M | 0.62% | 7,732 | Added |
| 25 | SCHV | SCHWAB STRATEGIC TR | $4.3M | 0.60% | 140,050 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31