AFFINITY WEALTH MANAGEMENT LLC
All 13F Filings
- Location
- Wilmington, DE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 776,416
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 113 | 776,416 | 13F-HR | AFFINITY WEALTH MANAGEMENT LLC |
| Q1 2026 | 4/10/2026 | 103 | 660,629 | 13F-HR | AFFINITY WEALTH MANAGEMENT LLC |
| Q4 2025 | 1/15/2026 | 107 | 703,381 | 13F-HR | AFFINITY WEALTH MANAGEMENT LLC |
| Q3 2025 | 11/6/2025 | 108 | 683,188 | 13F-HR | AFFINITY WEALTH MANAGEMENT LLC |
| Q2 2025 | 7/15/2025 | 99 | 625,972 | 13F-HR | AFFINITY WEALTH MANAGEMENT LLC |
| Q2 2014 | 7/24/2014 | 37 | 104,624 | 13F-HR | AFFINITY WEALTH MANAGEMENT |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 288.3 K | 37.1% | 73.59 K | 0 | 73.59 K |
| ETFs | 487.6 K | 62.8% | 42.47 K | 0 | 42.47 K |
| Other | 481 | 0.1% | 0 | 16 | -16 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
776,416
Holdings
113
QoQ value change ($000)
115,787
(17.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.