AF Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Sacramento, CA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$180,853
Net value change ($000)
-82,350 (-31.3%)
New positions
2
Sold out positions
5
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VAW 1,131 NEW
VYM 545 3.2%
CVX 230 35.4%
SPSM 219 3.1%
XLU 204 NEW
SPMD 168 2.3%
ROST 48 20.3%
DVY 27 6.8%
Top Reduces (Value $000, Stocks/ETFs)
FICO -82,056 -37.9%
WFC -674 -22.6%
MSFT -245 -100.0%
VB -242 -100.0%
ABBV -219 -100.0%
VT -215 -100.0%
GOOGL -207 -100.0%
SCHB -185 -26.2%
CAT -155 -13.1%
VTI -124 -7.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type