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 WEALTH MANAGEMENT LLC (CIK 810672) reported $660.6M across 102 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($50.2M, 7.60%), XMMO ($46.8M, 7.08%), RDVY ($45.3M, 6.86%), XLE ($43.5M, 6.58%), PIZ ($41.8M, 6.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $50.2M | 7.60% | 87,037 | Trimmed |
| 2 | XMMO | INVESCO EXCHANGE TRADED FD T | $46.8M | 7.08% | 322,634 | Added |
| 3 | RDVY | FIRST TR EXCHANGE TRADED FD | $45.3M | 6.86% | 663,446 | Trimmed |
| 4 | XLE | SELECT SECTOR SPDR TR | $43.5M | 6.58% | 709,517 | Trimmed |
| 5 | PIZ | INVESCO EXCH TRADED FD TR II | $41.8M | 6.33% | 844,684 | New |
| 6 | XAR | SPDR SERIES TRUST | $40.0M | 6.05% | 157,447 | Trimmed |
| 7 | RSPN | INVESCO EXCHANGE TRADED FD T | $36.3M | 5.49% | 630,071 | Trimmed |
| 8 | XLC | SELECT SECTOR SPDR TR | $33.4M | 5.06% | 301,607 | Added |
| 9 | XLF | SELECT SECTOR SPDR TR | $33.1M | 5.00% | 669,642 | Added |
| 10 | FPE | FIRST TR EXCH TRADED FD III | $26.4M | 4.00% | 1.5M | Added |
| 11 | NVDA | NVIDIA CORPORATION | $22.5M | 3.40% | 128,888 | Trimmed |
| 12 | DBEZ | DBX ETF TR | $20.7M | 3.13% | 375,861 | Added |
| 13 | PLTR | PALANTIR TECHNOLOGIES INC | $17.6M | 2.66% | 120,103 | Trimmed |
| 14 | DBJP | DBX ETF TR | $14.8M | 2.25% | 146,908 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $13.9M | 2.11% | 48,504 | Added |
| 16 | TER | TERADYNE INC | $13.2M | 2.00% | 44,546 | Added |
| 17 | MSFT | MICROSOFT CORP | $12.7M | 1.93% | 34,420 | Added |
| 18 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $12.6M | 1.90% | 32,051 | Added |
| 19 | LLY | ELI LILLY & CO | $12.3M | 1.87% | 13,421 | Added |
| 20 | AMZN | AMAZON COM INC | $10.5M | 1.59% | 50,310 | Added |
| 21 | MA | MASTERCARD INCORPORATED | $8.3M | 1.25% | 16,513 | Added |
| 22 | FLEX | FLEXTRONICS INTL LTD | $6.9M | 1.04% | 105,334 | Added |
| 23 | AAPL | APPLE INC | $6.7M | 1.02% | 26,550 | Trimmed |
| 24 | NRG | NRG ENERGY INC | $6.6M | 0.99% | 44,891 | Added |
| 25 | HD | HOME DEPOT INC | $6.4M | 0.97% | 19,499 | Added |
Source: SEC Form 13F filings · as of 2026-03-31