Ashford Advisors, LLC
All 13F Filings
- Location
- Pittsford, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 484,785
- Description
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- Website
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- Founded
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- 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 | 8/6/2026 | 23 | 484,785 | 13F-HR | Ashford Advisors, LLC |
| Q1 2026 | 5/5/2026 | 23 | 429,256 | 13F-HR | Ashford Advisors, LLC |
| Q4 2025 | 1/23/2026 | 20 | 456,716 | 13F-HR | Ashford Advisors, LLC |
| Q3 2025 | 11/3/2025 | 20 | 452,063 | 13F-HR | Ashford Advisors, LLC |
| Q2 2025 | 7/24/2025 | 19 | 431,509 | 13F-HR | Ashford Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| ETFs | 484.8 K | 100.0% | 55.53 K | 0 | 55.53 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
484,785
Holdings
23
QoQ value change ($000)
55,529
(12.9%)
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.