13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001818044
Total reported value
$203.6M
$203.6M
28 檔
137.3%
During the Q2 2025 filing period, AF Advisors, Inc. (CIK: 0001818044) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $203.6M across 28 reported positions.
In Q2 2025, AF Advisors, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 6 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including FICO, VYM, SPMD) accounted for 137.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
VYM
市值: $10.5M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $239.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FICO | Fair Isaac CORP | Stock-Tech | 88.17% | -0.56% | -50.16% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.63% | -0.50% | — | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.40% | +0.06% | — | |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.32% | +0.24% | — | |
| 5 | WFC | Wells Fargo & Co | Stock-Financials | 0.89% | -0.10% | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.01% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | +0.01% | +10.32% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 0.28% | +0.14% | — | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | +0.03% | — | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.22% | — | +0.03% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | — | +0.87% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 0.22% | -0.14% | — | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.16% | — | — | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.14% | +0.01% | +1.56% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.13% | -0.04% | +0.21% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.12% | +0.01% | -0.85% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.12% | — | — | |
| 18 | COF | Capital One Financial CORP | Stock-Financials | 0.11% | -0.01% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | — | — | |
| 20 | CLX | Clorox Company | Stock-Consumer Staples | 0.08% | — | — | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.08% | -0.01% | — | |
| 22 | MMM | 3m Co | Stock-Industrials | 0.08% | — | — | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.08% | +0.04% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.08% | +0.11% | NEW | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | — | — | |
| 26 | T | At&t Inc | Stock-Comm Services | 0.08% | — | +0.35% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.07% | — | — | |
| 28 | WABC | Westamerica Bancorporation | Stock-Other | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +3.6% | NEW | New buy |
| 2 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +2.4% | NEW | New buy |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | +1.3% | NEW | New buy |
| 4 | WFC | Wells Fargo & Co | +0.5% | — | Unchanged |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | — | Unchanged |
| 6 | NVDA | Nvidia CORP | +0.2% | +10.32% | Add |
| 7 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 8 | VUG | Vanguard Growth ETF | +0.1% | — | Unchanged |
| 9 | AMZN | Amazon.com Inc | +0.1% | +0.87% | Add |
| 10 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 11 | SCHB | Schwab US Broad Market ETF | +0.1% | +0.03% | Add |
| 12 | MSFT | Microsoft CORP | +0.1% | NEW | New buy |
| 13 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 14 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 15 | CVX | Chevron CORP | +0.1% | — | Unchanged |
| 16 | TSLA | Tesla Inc | +0.1% | +1.56% | Add |
| 17 | ITOT | Ishares Core S&p Total U.s. | +0.1% | — | Unchanged |
| 18 | VT | Vanguard Tot World Stk ETF | +0.1% | NEW | New buy |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 20 | DVY | Ishares Select Dividend ETF | +0.1% | +0.21% | Add |
| 21 | AAPL | Apple Inc | +0.1% | -0.85% | Trim |
| 22 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 23 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 24 | MMM | 3m Co | 0% | — | Unchanged |
| 25 | T | At&t Inc | 0% | +0.35% | Add |
| 26 | WABC | Westamerica Bancorporation | 0% | — | Unchanged |
| 27 | CLX | Clorox Company | 0% | — | Unchanged |
| 28 | ABBV | Abbvie Inc | 0% | EXIT | Sold out |
| 29 | DFSEUR | Discover Financial Services | -0.1% | EXIT | Sold out |
| 30 | FICO | Fair Isaac CORP | -9.7% | -50.16% | Trim |
According to official SEC Form 13F filings, AF Advisors, Inc. reported a total U.S. public equity portfolio value of $203.6M across 28 disclosed positions in Q2 2025.
During Q2 2025, AF Advisors, Inc.'s top holdings by market value included FICO (88.2%)、VYM (3.6%)、SPMD (2.4%). The largest single position, FICO, represented 88.2% of total portfolio value.
In Q2 2025, AF Advisors, Inc. made 18 total portfolio adjustments, initiating 8 new buys, adding to 6 positions, trimming 2 holdings, and fully liquidating 2 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.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.