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
- IVV - ISHARES TR, 9.61%
- IUSB - ISHARES TR, 8.84%
- 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.
Explore securities or join Upside Invest to compare portfolios.