Aznar Financial Advisors, LLC

All 13F Filings

Location
Morris Plains, NJ
Most recent 13F
Q4 2025
Holdings value ($000)
104,080
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
Q4 2025 2/19/2026 31 104,080 13F-HR Aznar Financial Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 56.06 K 53.9% 56.06 K 0 56.06 K
ETFs 35.11 K 33.7% 35.11 K 0 35.11 K
Debt 12.91 K 12.4% 12.91 K 0 12.91 K
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Fund Snapshot

Q4 2025
Latest filed
2/19/2026
Total value ($000)
104,080
Holdings
31
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.