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AA Financial Advisors, LLC

Q2 2026 13F Holdings

  • Location
    columbus, OH
  • Num holdings

    230

  • Value ($000)

    $831,517

  • Date Filed
    07/20/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$48.76M
6 %

160,869

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREAT UNIT
14020W106
$45.55M
6 %

924,313

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREAT UNIT
14020G101
$41.99M
5 %

889,658

D
DFAC

DIMENSIONAL ETF TRUST

US COR EQU 2 ETF
25434V708
$32.37M
4 %

729,792

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$30.61M
4 %

396,971

C
CGUS

CAPITAL GROUP CORE EQUITY ET

SHS CREAT UNIT
14020V108
$26.59M
3 %

597,760

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$22.29M
3 %

282,053

V
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
922042742
$21.07M
3 %

134,235

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$20.48M
3 %

55,335

D
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
25434V799
$19.77M
2 %

530,537

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