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.
Ashford Advisors, LLC (CIK 1861158) reported $429.3M across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($235.4M, 54.85%), FNDX ($51.1M, 11.91%), VTI ($50.5M, 11.76%), SCHX ($34.0M, 7.93%), ACWI ($16.7M, 3.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $235.4M | 54.85% | 360,435 | Trimmed |
| 2 | FNDX | SCHWAB STRATEGIC TR | $51.1M | 11.91% | 1.8M | Hold |
| 3 | VTI | VANGUARD INDEX FDS | $50.5M | 11.76% | 157,362 | Added |
| 4 | SCHX | SCHWAB STRATEGIC TR | $34.0M | 7.93% | 1.3M | Trimmed |
| 5 | ACWI | ISHARES TR | $16.7M | 3.89% | 120,827 | Hold |
| 6 | SCHB | SCHWAB STRATEGIC TR | $14.0M | 3.27% | 529,754 | Trimmed |
| 7 | BND | VANGUARD BD INDEX FDS | $7.1M | 1.65% | 90,818 | New |
| 8 | ESGV | VANGUARD WORLD FD | $4.0M | 0.94% | 35,896 | Trimmed |
| 9 | EFA | ISHARES TR | $3.5M | 0.82% | 36,207 | Hold |
| 10 | IWB | ISHARES TR | $3.2M | 0.76% | 9,105 | Hold |
| 11 | VT | VANGUARD INDEX FDS | $2.2M | 0.50% | 15,576 | New |
| 12 | DIA | SPDR DOW JONES INDL AVERAGE | $1.9M | 0.43% | 4,000 | Hold |
| 13 | MDY | SPDR S&P MIDCAP 400 ETF TR | $841,474 | 0.20% | 1,361 | Hold |
| 14 | VTV | VANGUARD INDEX FDS | $842,287 | 0.20% | 4,293 | Hold |
| 15 | IWV | ISHARES TR | $586,786 | 0.14% | 1,583 | Hold |
| 16 | SDY | SPDR SER TR | $583,760 | 0.14% | 4,000 | Hold |
| 17 | IWF | ISHARES TR | $550,056 | 0.13% | 1,290 | Hold |
| 18 | IJR | ISHARES TR | $458,082 | 0.11% | 3,685 | Hold |
| 19 | EMXC | ISHARES INC | $483,130 | 0.11% | 6,142 | Hold |
| 20 | IJH | ISHARES TR | $422,063 | 0.10% | 6,250 | Hold |
| 21 | VOO | VANGUARD INDEX FDS | $405,632 | 0.09% | 679 | Trimmed |
| 22 | IEFA | ISHARES TR | $209,577 | 0.05% | 2,315 | Hold |
| 23 | EEM | ISHARES TR | $142,827 | 0.03% | 2,515 | New |
Source: SEC Form 13F filings · as of 2026-03-31