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CIK: 0001818044
Total reported value
$203.6M
$203.6M
29 檔
123.3%
In Q4 2025, AF Advisors, Inc.'s U.S. equity holdings reached a combined market value of $203.6M, distributed across 29 disclosed stock positions.
In Q4 2025, AF Advisors, Inc. adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including FICO, VYM, SPMD) accounted for 123.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FICO | Fair Isaac CORP | Stock-Tech | 82.30% | -0.56% | -8.27% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.48% | -0.50% | +50.72% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.82% | +0.06% | — | |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.67% | +0.24% | +66.67% | |
| 5 | WFC | Wells Fargo & Co | Stock-Financials | 1.13% | -0.10% | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | +0.01% | +0.02% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.14% | +0.10% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.01% | -0.43% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | +0.03% | — | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.27% | — | +0.03% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | — | -0.28% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 0.25% | -0.14% | -2.41% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | +0.01% | -0.24% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.19% | — | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.18% | +0.01% | -0.51% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.15% | -0.04% | -3.16% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | — | — | |
| 18 | COF | Capital One Financial CORP | Stock-Financials | 0.13% | -0.01% | — | |
| 19 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.11% | +0.03% | — | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.10% | +0.04% | — | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.10% | -0.01% | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | — | +0.40% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.09% | +0.11% | NEW | |
| 24 | MMM | 3m Co | Stock-Industrials | 0.09% | — | — | |
| 25 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.09% | -0.02% | — | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.08% | — | — | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.08% | — | -9.52% | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.08% | +0.01% | — | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.08% | +0.11% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +2% | +50.72% | Add |
| 2 | SPSM | Ss Spdr P S&p 600 Small Cap | +1% | +66.67% | Add |
| 3 | CAT | Caterpillar Inc | +0.1% | +0.10% | Add |
| 4 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 5 | COF | Capital One Financial CORP | — | — | Unchanged |
| 6 | AAPL | Apple Inc | — | -0.51% | Trim |
| 7 | MMM | 3m Co | — | — | Unchanged |
| 8 | VIG | Vanguard Dividend Apprec ETF | — | — | Unchanged |
| 9 | VGT | Vanguard Info Tech ETF | — | — | Unchanged |
| 10 | VXF | Vanguard Extended Market ETF | — | — | Unchanged |
| 11 | AMZN | Amazon.com Inc | 0% | -0.28% | Trim |
| 12 | VT | Vanguard Tot World Stk ETF | 0% | -9.52% | Trim |
| 13 | SCHB | Schwab US Broad Market ETF | 0% | +0.03% | Add |
| 14 | ITOT | Ishares Core S&p Total U.s. | 0% | — | Unchanged |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 16 | TSLA | Tesla Inc | 0% | -0.24% | Trim |
| 17 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 18 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 19 | MSFT | Microsoft CORP | 0% | +0.40% | Add |
| 20 | DVY | Ishares Select Dividend ETF | 0% | -3.16% | Trim |
| 21 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 22 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.02% | Add |
| 23 | CVX | Chevron CORP | 0% | -2.41% | Trim |
| 24 | NVDA | Nvidia CORP | 0% | -0.43% | Trim |
| 25 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.2% | — | Unchanged |
| 26 | FICO | Fair Isaac CORP | -2.6% | -8.27% | Trim |
| 27 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 28 | CLX | Clorox Company | — | EXIT | Sold out |
| 29 | ROST | Ross Stores Inc | — | NEW | New buy |
| 30 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 31 | T | At&t Inc | — | EXIT | Sold out |
| 32 | WABC | Westamerica Bancorporation | — | EXIT | Sold out |
| 33 | GOOG | Alphabet Inc-cl C | — | 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 29 disclosed positions in Q4 2025.
During Q4 2025, AF Advisors, Inc.'s top holdings by market value included FICO (82.3%)、VYM (6.5%)、SPMD (2.8%). The largest single position, FICO, represented 82.3% of total portfolio value.
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Top New Position Initiated
AXON
市值: $302.1K
Top Position Liquidated / Trimmed
CLX
前期市值: $246.6K
In Q4 2025, AF Advisors, Inc. made 21 total portfolio adjustments, initiating 3 new buys, adding to 6 positions, trimming 8 holdings, and fully liquidating 4 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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