AA Financial Advisors, LLC
Q3 2025 13F Holdings
- Locationcolumbus, OH
- Num holdings
190
- Value ($000)
$508,860
- Date Filed10/14/2025
- Form type13F-HR
- CIK0002016899
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $33.07 M | 7 % | 130,048 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $30.39 M | 6 % | 723,031 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $25.29 M | 5 % | 183,527 | ||
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $18.76 M | 4 % | 825,640 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $18.20 M | 4 % | 55,455 | ||
CGUS CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | $15.87 M | 3 % | 401,342 | ||
BSCR INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $12.44 M | 2 % | 631,046 | ||
CGGO CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 | $11.22 M | 2 % | 328,406 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $10.80 M | 2 % | 342,379 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $10.62 M | 2 % | 75,377 |
Rows Per Page
10
- 10
- 50
- 100