Affinia Financial Group, LLC 13F Filing History & Holdings

CIK: 0001802862

Long-term holder

Total reported value

$144.3M

Reporting period: 2023-06-30 · Number of holdings: 35

AFFINIA FINANCIAL GROUP, LLC disclosed 35 holdings in its latest 13F filing for the period ending 2023-06-30, with total reported value of $144.3M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "A"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 0
Sizing Uniformity: —

Sector classification currently covers about 5% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MOAT	Vaneck Morningstar Wide Moat	ETF-Other	20.81%	—	-1.10%
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	17.52%	—	-5.69%
3	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	15.95%	—	+4.06%
4	TDVG	T Rowe Price Dividend Growth	ETF-Other	14.88%	—	+0.55%
5	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	13.75%	—	-0.18%
6	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	2.36%	—	—
7	IJH	Ishares Core S&p Midcap ETF	ETF-Other	2.23%	—	+1.99%
8	AAPL	Apple INC	Stock-Tech	1.52%	—	-1.00%
9	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-Other	1.38%	—	-7.31%
10	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	1.09%	—	-2.32%
11	SUSA	Ishares Esg Optimized Msci U	ETF-Other	1.06%	—	-2.46%
12	GIB	Cgi INC	Stock-Tech	0.90%	—	-7.14%
13	SUSB	Ishares Esg Aware 1-5 Year U	ETF-Other	0.78%	—	-2.56%
14	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.61%	—	+110.73%
15	MSFT	Microsoft CORP	Stock-Tech	0.44%	—	+3.06%
16	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.42%	—	+0.09%
17	ADI	Analog Devices INC	Stock-Tech	0.37%	—	-1.15%
18	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.36%	—	—
19	FBND	Fidelity Total Bond ETF	ETF-Other	0.31%	—	—
20	HD	Home Depot INC	Stock-Consumer Disc	0.31%	—	+2.71%
21	CVS	Cvs Health CORP	Stock-Healthcare	0.27%	—	+1.53%
22	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.27%	—	-1.98%
23	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.27%	—	—
24	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.26%	—	-1.53%
25	ESML	Ishares Esg Aware Msci USA S	ETF-Other	0.22%	—	-2.26%
26	XOM	Exxon Mobil CORP	Stock-Energy	0.20%	—	-32.50%
27	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.18%	—	-22.37%
28	NJR	New Jersey Resources CORP	Stock-Utilities	0.18%	—	—
29	UNP	Union Pacific CORP	Stock-Industrials	0.18%	—	+1.39%
30	QUS	Ss Spdr Msci U Stratfact ETF	ETF-Other	0.16%	—	-12.13%
31	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.16%	—	—
32	VONE	Vanguard Russell 1000	ETF-Other	0.16%	—	—
33	DNP	Dnp Select Income Fund INC	Stock-Financials	0.15%	—	-46.34%
34	ORCL	Oracle CORP	Stock-Tech	0.15%	—	—
35	PSN	Parsons CORP	Stock-Tech	0.14%	—	-25.50%

Portfolio Performance

Performance for Q3 2026

+3.4%

Performance Last 4 Quarters

+16.7%

Based on 74% of reported portfolio value with available pricing

Stdev: +9.7%
Beta: +0.73
Alpha: +0.8%
Max Drawdown: -5.4%
Annualized Perf: +14.8%
Batting Avg vs S&P: +38.9%
Sortino: +3.06
Stutzer: +0.44
Treynor: +0.2
Sterling: +1
Calmar: +2.75
Information Ratio: -1.12
Tracking Error: +3.7%
Stdev Down: +4.7%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +27.4%
Worst 12 Months: +7.2%
Efficiency Ratio: +0.58
Sharpe: +1.48
Stdev Sectors: +19.7%
Skewness: +0.04
Kurtosis: -0.18
Upside Potential: +4.68

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-06-30	35	$144.3M	0	1MOAT 2SPYM 3SHV Top holdings2023-06-30 1.MOAT 2.SPYM 3.SHV 4.TDVG 5.SPY 6.SPSM 7.IJH 8.AAPL 9.SPTM 10.DSI
2023-03-31	34	$135.1M	0	1MOAT 2SPYM 3SHV Top holdings2023-03-31 1.MOAT 2.SPYM 3.SHV 4.TDVG 5.SPY 6.IJH 7.SLY 8.SPTM 9.AAPL 10.DSI
2022-12-31	30	$117.6M	0	1MOAT 2SPYM 3TDVG Top holdings2022-12-31 1.MOAT 2.SPYM 3.TDVG 4.SPY 5.SHV 6.SLY 7.IJH 8.SPTM 9.AAPL 10.DSI
2022-09-30	28	$88.6M	0	1SPYM 2MOAT 3SPY Top holdings2022-09-30 1.SPYM 2.MOAT 3.SPY 4.SHV 5.SLY 6.SPTM 7.AAPL 8.GIB 9.SUSA 10.DSI
2022-06-30	31	$118.8M	0	1SPYM 2SHV 3SPY Top holdings2022-06-30 1.SPYM 2.SHV 3.SPY 4.MOAT 5.SHY 6.SPTM 7.AAPL 8.SUSA 9.GIB 10.DSI
2022-03-31	30	$130.6M	0	1SPYM 2SPY 3MOAT Top holdings2022-03-31 1.SPYM 2.SPY 3.MOAT 4.SHV 5.SHY 6.SPTM 7.AAPL 8.SUSA 9.GIB 10.DSI
2021-12-31	32	$153.8M	0	1SPY 2SPYM 3MOAT Top holdings2021-12-31 1.SPY 2.SPYM 3.MOAT 4.QUS 5.SHY 6.SPTM 7.AAPL 8.GIB 9.SUSA 10.DSI
2021-09-30	32	$156.6M	0	1SPY 2SPYM 3MOAT Top holdings2021-09-30 1.SPY 2.SPYM 3.MOAT 4.QUS 5.SHY 6.SPTM 7.AAPL 8.GIB 9.SUSA 10.DSI
2021-06-30	32	$165.9M	98	1SPY 2SPYM 3MOAT Top holdings2021-06-30 1.SPY 2.SPYM 3.MOAT 4.QUS 5.SPAB 6.SHY 7.SPTM 8.AAPL 9.GIB 10.SUSA
2021-03-31	30	$160.4M	15	1SPY 2SPYM 3MOAT Top holdings2021-03-31 1.SPY 2.SPYM 3.MOAT 4.QUS 5.SPAB 6.SHY 7.SPTM 8.AAPL 9.GIB 10.SUSA
2020-12-31	22	$143.9M	17	1SPY 2SPYM 3SPAB Top holdings2020-12-31 1.SPY 2.SPYM 3.SPAB 4.QUS 5.MOAT 6.SHY 7.SPTM 8.AAPL 9.SHV 10.QQQ
2020-09-30	21	$142.1M	25	1SPY 2SPYM 3SPAB Top holdings2020-09-30 1.SPY 2.SPYM 3.SPAB 4.QUS 5.SHV 6.SHY 7.MOAT 8.SPTM 9.AAPL 10.EFAV
2020-06-30	20	$121.1M	50	1SPY 2SPYM 3SHV Top holdings2020-06-30 1.SPY 2.SPYM 3.SHV 4.QUS 5.SHY 6.MOAT 7.EFAV 8.QQQ 9.SPTM 10.AAPL
2020-03-31	16	$107.8M	80	1SPY 2SPTM 3SPYM Top holdings2020-03-31 1.SPY 2.SPTM 3.SPYM 4.SHV 5.SHY 6.EFAV 7.QQQ 8.SPSM 9.AAPL 10.MSFT
2019-12-31	19	$153.1M	0	1SPTM 2SPY 3SHV Top holdings2019-12-31 1.SPTM 2.SPY 3.SHV 4.SHY 5.QUAL 6.QQQ 7.PFF 8.AAPL 9.EFA 10.GOOG

Holding changes this quarter

Position changes disclosed by Affinia Financial Group, LLC for the quarter ending 2023-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-06-30	2023-08-08	13F-HR	View on EDGAR
2023-03-31	2023-05-04	13F-HR	View on EDGAR
2022-12-31	2023-01-31	13F-HR	View on EDGAR
2022-09-30	2022-11-10	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-25	13F-HR	View on EDGAR
2021-12-31	2022-01-20	13F-HR	View on EDGAR
2021-09-30	2021-11-03	13F-HR	View on EDGAR
2021-06-30	2021-08-13	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR

FAQ

What is Affinia Financial Group, LLC and what type of investor is it?

Affinia Financial Group, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-06-30), the firm manages a tracked equity portfolio valued at approximately $144.3M, spread across 35 disclosed positions.

What are Affinia Financial Group, LLC's largest equity positions?

Based on the latest 13F filing, Affinia Financial Group, LLC's top holdings by market value are: 1. Vaneck Morningstar Wide Moat (MOAT) — $30.0M (20.8%) 2. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $25.3M (17.5%) 3. Ishares 0-1 Year Treasury Bo (SHV) — $23.0M (15.9%) 4. T Rowe Price Dividend Growth (TDVG) — $21.5M (14.9%) 5. Ss Spdr S&p 500 ETF Trust-us (SPY) — $19.8M (13.8%)

What changes did Affinia Financial Group, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Affinia Financial Group, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Affinia Financial Group, LLC focus on?

Affinia Financial Group, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 64.1% • Communication Services: 12.4% • Consumer Discretionary: 5.7% • Health Care: 5.0% • Energy: 3.6% • Utilities: 3.3%

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Affinia Financial Group, LLC 13F Filing History & Holdings

CIK: 0001802862

Long-term holder

Total reported value

$144.3M

Reporting period: 2023-06-30 · Number of holdings: 35

AFFINIA FINANCIAL GROUP, LLC disclosed 35 holdings in its latest 13F filing for the period ending 2023-06-30, with total reported value of $144.3M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "A"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 0
Sizing Uniformity: —

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MOAT	Vaneck Morningstar Wide Moat	ETF-Other	20.81%	—	-1.10%
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	17.52%	—	-5.69%
3	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	15.95%	—	+4.06%
4	TDVG	T Rowe Price Dividend Growth	ETF-Other	14.88%	—	+0.55%
5	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	13.75%	—	-0.18%
6	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	2.36%	—	—
7	IJH	Ishares Core S&p Midcap ETF	ETF-Other	2.23%	—	+1.99%
8	AAPL	Apple INC	Stock-Tech	1.52%	—	-1.00%
9	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-Other	1.38%	—	-7.31%
10	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	1.09%	—	-2.32%
11	SUSA	Ishares Esg Optimized Msci U	ETF-Other	1.06%	—	-2.46%
12	GIB	Cgi INC	Stock-Tech	0.90%	—	-7.14%
13	SUSB	Ishares Esg Aware 1-5 Year U	ETF-Other	0.78%	—	-2.56%
14	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.61%	—	+110.73%
15	MSFT	Microsoft CORP	Stock-Tech	0.44%	—	+3.06%
16	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.42%	—	+0.09%
17	ADI	Analog Devices INC	Stock-Tech	0.37%	—	-1.15%
18	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.36%	—	—
19	FBND	Fidelity Total Bond ETF	ETF-Other	0.31%	—	—
20	HD	Home Depot INC	Stock-Consumer Disc	0.31%	—	+2.71%
21	CVS	Cvs Health CORP	Stock-Healthcare	0.27%	—	+1.53%
22	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.27%	—	-1.98%
23	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.27%	—	—
24	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.26%	—	-1.53%
25	ESML	Ishares Esg Aware Msci USA S	ETF-Other	0.22%	—	-2.26%
26	XOM	Exxon Mobil CORP	Stock-Energy	0.20%	—	-32.50%
27	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.18%	—	-22.37%
28	NJR	New Jersey Resources CORP	Stock-Utilities	0.18%	—	—
29	UNP	Union Pacific CORP	Stock-Industrials	0.18%	—	+1.39%
30	QUS	Ss Spdr Msci U Stratfact ETF	ETF-Other	0.16%	—	-12.13%
31	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.16%	—	—
32	VONE	Vanguard Russell 1000	ETF-Other	0.16%	—	—
33	DNP	Dnp Select Income Fund INC	Stock-Financials	0.15%	—	-46.34%
34	ORCL	Oracle CORP	Stock-Tech	0.15%	—	—
35	PSN	Parsons CORP	Stock-Tech	0.14%	—	-25.50%

Portfolio Performance

Performance for Q3 2026

+3.4%

Performance Last 4 Quarters

+16.7%

Based on 74% of reported portfolio value with available pricing

Stdev: +9.7%
Beta: +0.73
Alpha: +0.8%
Max Drawdown: -5.4%
Annualized Perf: +14.8%
Batting Avg vs S&P: +38.9%
Sortino: +3.06
Stutzer: +0.44
Treynor: +0.2
Sterling: +1
Calmar: +2.75
Information Ratio: -1.12
Tracking Error: +3.7%
Stdev Down: +4.7%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +27.4%
Worst 12 Months: +7.2%
Efficiency Ratio: +0.58
Sharpe: +1.48
Stdev Sectors: +19.7%
Skewness: +0.04
Kurtosis: -0.18
Upside Potential: +4.68

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2023-06-30	35	$144.3M	0	1MOAT 2SPYM 3SHV Top holdings2023-06-30 1.MOAT 2.SPYM 3.SHV 4.TDVG 5.SPY 6.SPSM 7.IJH 8.AAPL 9.SPTM 10.DSI
2023-03-31	34	$135.1M	0	1MOAT 2SPYM 3SHV Top holdings2023-03-31 1.MOAT 2.SPYM 3.SHV 4.TDVG 5.SPY 6.IJH 7.SLY 8.SPTM 9.AAPL 10.DSI
2022-12-31	30	$117.6M	0	1MOAT 2SPYM 3TDVG Top holdings2022-12-31 1.MOAT 2.SPYM 3.TDVG 4.SPY 5.SHV 6.SLY 7.IJH 8.SPTM 9.AAPL 10.DSI
2022-09-30	28	$88.6M	0	1SPYM 2MOAT 3SPY Top holdings2022-09-30 1.SPYM 2.MOAT 3.SPY 4.SHV 5.SLY 6.SPTM 7.AAPL 8.GIB 9.SUSA 10.DSI
2022-06-30	31	$118.8M	0	1SPYM 2SHV 3SPY Top holdings2022-06-30 1.SPYM 2.SHV 3.SPY 4.MOAT 5.SHY 6.SPTM 7.AAPL 8.SUSA 9.GIB 10.DSI
2022-03-31	30	$130.6M	0	1SPYM 2SPY 3MOAT Top holdings2022-03-31 1.SPYM 2.SPY 3.MOAT 4.SHV 5.SHY 6.SPTM 7.AAPL 8.SUSA 9.GIB 10.DSI
2021-12-31	32	$153.8M	0	1SPY 2SPYM 3MOAT Top holdings2021-12-31 1.SPY 2.SPYM 3.MOAT 4.QUS 5.SHY 6.SPTM 7.AAPL 8.GIB 9.SUSA 10.DSI
2021-09-30	32	$156.6M	0	1SPY 2SPYM 3MOAT Top holdings2021-09-30 1.SPY 2.SPYM 3.MOAT 4.QUS 5.SHY 6.SPTM 7.AAPL 8.GIB 9.SUSA 10.DSI
2021-06-30	32	$165.9M	98	1SPY 2SPYM 3MOAT Top holdings2021-06-30 1.SPY 2.SPYM 3.MOAT 4.QUS 5.SPAB 6.SHY 7.SPTM 8.AAPL 9.GIB 10.SUSA
2021-03-31	30	$160.4M	15	1SPY 2SPYM 3MOAT Top holdings2021-03-31 1.SPY 2.SPYM 3.MOAT 4.QUS 5.SPAB 6.SHY 7.SPTM 8.AAPL 9.GIB 10.SUSA
2020-12-31	22	$143.9M	17	1SPY 2SPYM 3SPAB Top holdings2020-12-31 1.SPY 2.SPYM 3.SPAB 4.QUS 5.MOAT 6.SHY 7.SPTM 8.AAPL 9.SHV 10.QQQ
2020-09-30	21	$142.1M	25	1SPY 2SPYM 3SPAB Top holdings2020-09-30 1.SPY 2.SPYM 3.SPAB 4.QUS 5.SHV 6.SHY 7.MOAT 8.SPTM 9.AAPL 10.EFAV
2020-06-30	20	$121.1M	50	1SPY 2SPYM 3SHV Top holdings2020-06-30 1.SPY 2.SPYM 3.SHV 4.QUS 5.SHY 6.MOAT 7.EFAV 8.QQQ 9.SPTM 10.AAPL
2020-03-31	16	$107.8M	80	1SPY 2SPTM 3SPYM Top holdings2020-03-31 1.SPY 2.SPTM 3.SPYM 4.SHV 5.SHY 6.EFAV 7.QQQ 8.SPSM 9.AAPL 10.MSFT
2019-12-31	19	$153.1M	0	1SPTM 2SPY 3SHV Top holdings2019-12-31 1.SPTM 2.SPY 3.SHV 4.SHY 5.QUAL 6.QQQ 7.PFF 8.AAPL 9.EFA 10.GOOG

Holding changes this quarter

Position changes disclosed by Affinia Financial Group, LLC for the quarter ending 2023-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2023-06-30	2023-08-08	13F-HR	View on EDGAR
2023-03-31	2023-05-04	13F-HR	View on EDGAR
2022-12-31	2023-01-31	13F-HR	View on EDGAR
2022-09-30	2022-11-10	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-25	13F-HR	View on EDGAR
2021-12-31	2022-01-20	13F-HR	View on EDGAR
2021-09-30	2021-11-03	13F-HR	View on EDGAR
2021-06-30	2021-08-13	13F-HR	View on EDGAR
2021-03-31	2021-05-17	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-14	13F-HR	View on EDGAR
2020-03-31	2020-05-14	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR

FAQ

What is Affinia Financial Group, LLC and what type of investor is it?

What are Affinia Financial Group, LLC's largest equity positions?

What changes did Affinia Financial Group, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Affinia Financial Group, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Affinia Financial Group, LLC focus on?