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Af Advisors, Inc.
AF Advisors, Inc. is a California-registered investment advisory firm with regulatory filings with the SEC (CIK 0001818044). The firm primarily serves high net worth individuals, pension and profit sharing plans, and a small number of other individual and charitable clients.
Investment Strategy
No explicit public disclosure of investment philosophy or strategy found. Portfolio data indicates holdings in major US equities, ETFs, and financial sector stocks (e.g., FICO, WFC, VTI, CAT, CVX).
Latest 13F Filing Activity
Af Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 28 equity positions with a total 13F market value of $290M. The fund increased holdings in Vanguard Whitehall FDS, SPDR Series Trust, SPDR Series Trust among other positions. Af Advisors, Inc. reduced exposure to Fair Isaac Corp., Discover Finl SVCS, Abbvie Inc. among others.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FICO | FAIR ISAAC CORP | 88.17% | $255.6M | 139,838 | $380.07 | $1827.96 | -$261.8M |
V VYM | VANGUARD WHITEHALL FDS | 3.63% | $10.5M | 78,863 | $133.31 | $133.31 | +$10.5M |
S SPMD | SPDR SERIES TRUST | 2.40% | $7.0M | 128,000 | $54.38 | $54.38 | +$7.0M |
S SPSM | SPDR SERIES TRUST | 1.32% | $3.8M | 90,000 | $42.60 | $42.60 | +$3.8M |
W WFC | WELLS FARGO CO NEW | 0.89% | $2.6M | 32,040 | $44.77 | $80.12 | +$266.9K |
Industry Allocation
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