AA Financial Advisors, LLC - Portfolio overview

AA Financial Advisors, LLC has 246 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 4.56%
2. VB - VANGUARD INDEX FDS, 4.48%
3. CGGR - CAPITAL GROUP GROWTH ETF, 3.94%

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

Explore securities or join Upside Invest to compare portfolios.