AA Financial Advisors, LLC
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 709,888
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 245.6 K | 34.7% | 0 | 190.8 K | -190.8 K |
| ETFs | 461.3 K | 65.1% | 358.3 K | 0 | 358.3 K |
| Debt | 1.377 K | 0.2% | 0 | 131 | -131 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
709,888
Holdings
221
QoQ value change ($000)
168,903
(31.2%)
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.