Affiance Financial, LLC - Portfolio overview

Affiance Financial, LLC has 111 reported holdings in this dataset, with the latest filing dated 2026-04-14.

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. VOO - VANGUARD INDEX FDS, 18.81%
2. AGG - ISHARES TR, 15.61%
3. VTI - VANGUARD INDEX FDS, 11.82%

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

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