Affinity Capital Advisors, LLC - Portfolio overview

Affinity Capital Advisors, LLC has 184 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. IVV - ISHARES TR, 9.61%
  2. IUSB - ISHARES TR, 8.84%
  3. VTV - VANGUARD INDEX FDS, 8.42%

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

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