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CIK: 0001818044
Total reported value
$203.6M
$203.6M
22 檔
256.7%
As reported in its official Q1 2025 Form 13F filing, AF Advisors, Inc.'s tracked investment portfolio stood at $203.6M with 22 total positions.
In Q1 2025, AF Advisors, Inc. displayed an active expansion posture, initiating 22 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FICO | Fair Isaac CORP | Stock-Tech | 97.91% | -0.56% | -21.48% | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 0.44% | -0.10% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | +0.01% | -6.69% | |
| 4 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.14% | — | |
| 5 | CAT | Caterpillar Inc | Stock-Industrials | 0.13% | +0.14% | — | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 0.11% | +0.03% | -5.76% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.11% | — | +0.03% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.01% | +0.57% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.10% | — | +0.70% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.08% | — | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.07% | +0.01% | -1.39% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.07% | -0.04% | +0.17% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.06% | +0.01% | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | — | — | |
| 15 | CLX | Clorox Company | Stock-Consumer Staples | 0.06% | — | — | |
| 16 | DFSEUR | Discover Financial Services | Stock-Other | 0.05% | — | — | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.04% | -0.01% | — | |
| 18 | MMM | 3m Co | Stock-Industrials | 0.04% | — | — | |
| 19 | T | At&t Inc | Stock-Comm Services | 0.04% | — | — | |
| 20 | WABC | Westamerica Bancorporation | Stock-Other | 0.04% | — | — | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.04% | +0.11% | NEW | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FICO | Fair Isaac CORP | — | NEW | New buy |
| 2 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 3 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 4 | CVX | Chevron CORP | — | NEW | New buy |
| 5 | CAT | Caterpillar Inc | — | NEW | New buy |
| 6 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 7 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 8 | NVDA | Nvidia CORP | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 11 | AAPL | Apple Inc | — | NEW | New buy |
| 12 | DVY | Ishares Select Dividend ETF | — | NEW | New buy |
| 13 | TSLA | Tesla Inc | — | NEW | New buy |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 15 | CLX | Clorox Company | — | NEW | New buy |
| 16 | DFSEUR | Discover Financial Services | — | NEW | New buy |
| 17 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 18 | MMM | 3m Co | — | NEW | New buy |
| 19 | T | At&t Inc | — | NEW | New buy |
| 20 | WABC | Westamerica Bancorporation | — | NEW | New buy |
| 21 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 22 | ABBV | Abbvie Inc | — | NEW | New buy |
According to official SEC Form 13F filings, AF Advisors, Inc. reported a total U.S. public equity portfolio value of $203.6M across 22 disclosed positions in Q1 2025.
During Q1 2025, AF Advisors, Inc.'s top holdings by market value included FICO (97.9%)、WFC (0.4%)、VTI (0.3%). The largest single position, FICO, represented 97.9% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FICO, WFC, VTI) accounted for 256.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
FICO
市值: $517.5M
In Q1 2025, AF Advisors, Inc. made 22 total portfolio adjustments, initiating 22 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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