AA Financial Advisors, LLC
Q1 2026 13F Holdings
- Locationcolumbus, OH
- Num holdings
221
- Value ($000)
$709,888
- Date Filed 04/21/2026
- Form type13F-HR
- CIK 0002016899
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $34.18M | 5 % | 803,430 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $33.53M | 5 % | 128,019 | ||
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $29.48M | 4 % | 733,484 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $28.76M | 4 % | 740,205 | ||
CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | $20.6M | 3 % | 536,231 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $19.55M | 3 % | 246,616 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $18.12M | 3 % | 509,880 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $18.06M | 3 % | 56,308 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $18M | 3 % | 130,162 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $17.22M | 2 % | 255,047 |
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