AFFINITY WEALTH LLC
All 13F Filings
- Location
- Canton, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 186,196
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/26/2026 | 27 | 186,196 | 13F-HR | AFFINITY WEALTH LLC |
| Q1 2026 | 8/26/2026 | 25 | 156,673 | 13F-HR | AFFINITY WEALTH LLC |
| Q4 2025 | 8/26/2026 | 77 | 146,119 | 13F-HR | AFFINITY WEALTH LLC |
| Q3 2025 | 8/26/2026 | 55 | 131,511 | 13F-HR | AFFINITY WEALTH LLC |
| Q2 2025 | 8/26/2026 | 69 | 117,389 | 13F-HR | AFFINITY WEALTH LLC |
| Q1 2025 | 8/26/2026 | 48 | 97,762 | 13F-HR | AFFINITY WEALTH LLC |
| Q4 2024 | 8/26/2026 | 42 | 98,160 | 13F-HR | AFFINITY WEALTH LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.326 K | 0.7% | 283 | 0 | 283 |
| ETFs | 184.9 K | 99.3% | 29.24 K | 0 | 29.24 K |
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Fund Snapshot
Q2 2026
Latest filed
8/26/2026
Total value ($000)
186,196
Holdings
27
QoQ value change ($000)
29,523
(18.8%)
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.