SEC Form 13F

AA Financial Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-21
Reported value$831,517,324
Positions230

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVBSMALL CP ETF$48,762,464160,869
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$45,550,134924,313
CAPITAL GROUP GROWTH ETFCGGRSHS CREAT UNIT$41,991,852889,658
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$32,373,568729,792
ISHARES TRIJHCORE S&P MCP ETF$30,610,464396,971
CAPITAL GROUP CORE EQUITY ETCGUSSHS CREAT UNIT$26,588,350597,760
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$22,290,657282,053
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$21,068,203134,235
VANGUARD INDEX FDSVTITOTAL STK MKT$20,476,15855,335
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$19,767,818530,537

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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