Ashford Advisors, LLC
All 13F Filings
- Location
- Pittsford, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 456,716
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 106.1 K | 23.2% | 1.786 K | 0 | 1.786 K |
| ETFs | 350.6 K | 76.8% | 2.867 K | 0 | 2.867 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
456,716
Holdings
20
QoQ value change ($000)
4,653
(1.0%)
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.