AA Financial Advisors, LLC

Q4 2025 13F Holdings

  • Location
    columbus, OH
  • Num holdings

    208

  • Value ($000)

    $540,985

  • Date Filed
    01/14/2026
  • Form type
    13F-HR
  • CIK
    0002016899
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$33.69 M
6 %

130,593

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$32.96 M
6 %

755,250

V
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
922042742
$24.08 M
5 %

170,719

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$18.38 M
3 %

54,822

C
CGCP

CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM
14020Y102
$18.37 M
3 %

811,326

C
CGUS

CAPITAL GROUP CORE EQUITY ET

SHS CREATION UNI
14020V108
$17.07 M
3 %

424,380

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$16.68 M
3 %

375,012

B
BSCR

INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 CB
46138J783
$12.55 M
2 %

635,936

C
CGGO

CAPITAL GROUP GBL GROWTH EQT

SHS CREATION UNI
14020X104
$11.28 M
2 %

325,680

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$10.18 M
2 %

121,524

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