Affinity Capital Advisors, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
174
Quarter
2025 Q4
Top Holding
IVV (9.8%)
Top 10 Concentration
59.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 174
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES TR
ETF 9.77% 9.98% #1
Prev: #1
5.9 6,503 6.7%
P
S
103,059 $70,589,290 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VUG
VANGUARD INDEX ...
Warrant 9.13% 9.58% #2
Prev: #2
5.7 6,167 4.8%
P
S
135,179 $65,948,539 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSB
ISHARES TR
ETF 8.93% 9.36% #3
Prev: #3
5.6 83,388 6.4%
P
S
1,387,146 $64,557,798 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 8.45% 6.18% #4 1
Prev: #5
5.5 68,245 43.6%
P
S
224,654 $61,074,552 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD INDEX ...
ETF 8.02% 8.21% #5 1
Prev: #4
5.2 16,734 5.8%
P
S
303,256 $57,918,819 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EFV
ISHARES TR
ETF 4.10% 4.12% #6
Prev: #6
3.7 21,528 5.5%
P
S
415,147 $29,645,631 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES INC
ETF 3.55% 3.50% #7
Prev: #7
3.5 40,206 11.8%
P
S
381,556 $25,648,198 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ESGU
ISHARES TR
ETF 3.10% 3.41% #8
Prev: #8
1.2 -1,130 -0.7%
P
S
150,592 $22,435,238 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
SELECT SECTOR S...
Unknown 2.50% 2.64% #9
Prev: #9
3.3 65,248 108.6%
P
S
125,311 $18,041,064 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OEF
ISHARES TR
ETF 2.33% 2.43% #10 1
Prev: #11
2.9 1,787 3.8%
P
S
49,121 $16,847,196 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EFG
ISHARES TR
Warrant 2.26% 2.44% #11 1
Prev: #10
2.9 6,182 4.5%
P
S
143,393 $16,335,287 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SGOV
ISHARES TR
Bond/Debt 2.24% 1.30% #12 7
Prev: #19
3.2 76,907 91.0%
P
S
161,464 $16,207,752 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TLH
ISHARES TR
ETF 2.21% 2.29% #13 1
Prev: #12
2.9 12,597 8.7%
P
S
157,179 $15,980,384 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMF
ISHARES TR
ETF 2.14% 2.24% #14 1
Prev: #13
2.9 14,208 5.6%
P
S
269,594 $15,490,858 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYG
SPDR SERIES TRU...
Unknown 1.59% 1.75% #15 1
Prev: #14
0.6 -741 -0.7%
P
S
107,810 $11,503,287 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IJH
ISHARES TR
ETF 1.47% 1.47% #16
Prev: #16
2.6 14,041 9.6%
P
S
160,434 $10,588,657 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHG
SCHWAB STRATEGI...
ETF 1.31% 1.50% #17 2
Prev: #15
0.5 -13,876 -4.6%
P
S
289,890 $9,456,207 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHZ
SCHWAB STRATEGI...
ETF 1.30% 1.43% #18 1
Prev: #17
2.5 5,592 1.4%
P
S
401,793 $9,389,902 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EAGG
ISHARES TR
ETF 1.25% 1.39% #19 1
Prev: #18
2.5 901 0.5%
P
S
188,993 $9,043,325 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.04% 0.85% #20 3
Prev: #23
2.6 4,809 44.6%
P
S
15,598 $7,543,358 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 0.98% 1.13% #21 1
Prev: #20
0.4 -4,632 -5.5%
P
S
79,114 $7,077,495 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 0.82% 0.88% #22 1
Prev: #21
2.3 143 1.5%
P
S
9,481 $5,945,679 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES TR
ETF 0.79% 0.88% #23 1
Prev: #22
0.3 no change no change
P
S
12,083 $5,718,918 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
U
UNITY SOFTWARE ...
Technology 0.70% 0.69% #24 1
Prev: #25
2.3 36 0.0%
P
S
114,450 $5,055,257 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 0.69% 0.59% #25 2
Prev: #27
2.3 1 0.0%
P
S
4,650 $4,997,262 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BNDX
VANGUARD CHARLO...
Bond/Debt 0.00% 0.04%
Sold All 😨
(Was: #140)
0.3 -4,831 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 174 holdings

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