Aznar Financial Advisors, LLC - Portfolio overview

Aznar Financial Advisors, LLC has 31 reported holdings in this dataset, with the latest filing dated 2026-02-19.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. IJH - ISHARES TR, 14.21%
2. BSV - VANGUARD BD INDEX FDS, 12.40%
3. VTC - VANGUARD SCOTTSDALE FDS, 9.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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