First Affirmative Financial Network

All 13F Filings

Location
Colorado Springs, CO
Most recent 13F
Q1 2026
Holdings value ($000)
257,748
Description
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Website
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Founded
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Chairman
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CEO
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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
Q1 2026 5/11/2026 325 257,748 13F-HR/A - RESTATEMENT First Affirmative Financial Network
Q1 2026 5/8/2026 296 212,547 13F-HR First Affirmative Financial Network
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 199.1 K 77.2% 199.1 K 0 199.1 K
ETFs 56.78 K 22.0% 56.78 K 0 56.78 K
Debt 1.906 K 0.7% 1.906 K 0 1.906 K
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Fund Snapshot

Q1 2026
Latest filed
5/11/2026
Total value ($000)
257,748
Holdings
325
QoQ value change ($000)
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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.