AA Financial Advisors, LLC
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 831,517
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 230 | 831,517 | 13F-HR | AA Financial Advisors, LLC |
| Q1 2026 | 4/20/2026 | 221 | 709,888 | 13F-HR | AA Financial Advisors, LLC |
| Q4 2025 | 1/14/2026 | 208 | 540,985 | 13F-HR | AA Financial Advisors, LLC |
| Q3 2025 | 10/14/2025 | 190 | 508,860 | 13F-HR | AA Financial Advisors, LLC |
| Q2 2025 | 7/11/2025 | 186 | 464,070 | 13F-HR | AA Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 286.8 K | 34.6% | 41.23 K | 0 | 41.23 K |
| ETFs | 541.8 K | 65.3% | 80.45 K | 0 | 80.45 K |
| Debt | 1.169 K | 0.1% | 0 | 208 | -208 |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
831,517
Holdings
230
QoQ value change ($000)
121,629
(17.1%)
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.