account_balance

Investment manager · 13F filer · SEC CIK 1810023

Affinity Capital Advisors, LLC

Reported value$856Mas of Sep 30, 2026

Positions233 42 new, 12 sold out

Top 10 weight58.1%IVV alone is 9%

FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

9.4%Trimmed −5%

VUGVanguard Index FDS

8.9%

IUSBiShares Tr

8.3%Added +13%

VTVVanguard Index FDS

7.8%

AAPLApple Inc.

7.3%Trimmed −4%

IEMGiShares Inc

3.9%

EFViShares Tr

3.6%Trimmed −11%

EFGiShares Tr

3.3%Added +31%

ESGUiShares Tr

2.9%

SGOViShares Tr

2.8%+33%

XLKSelect Sector SPDR Tr

2.7%Trimmed −3%

SPYGSPDR Series Trust

2.1%

IVViShares Tr

9.4%Trimmed −5%

VUGVanguard Index FDS

8.9%

IUSBiShares Tr

8.3%+13%

VTVVanguard Index FDS

7.8%

AAPLApple Inc.

7.3%Trimmed −4%

IEMG3.9%

EFViShares Tr

3.6%

EFGiShares Tr

3.3%

ESGU

SGOV

XLK2.7%

SPYG

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 9.4% Trimmed −5%

VUG Vanguard Index FDS 8.9% Held

IUSB iShares Tr 8.3% Added +13%

VTV Vanguard Index FDS 7.8% Held

AAPL Apple Inc. 7.3% Trimmed −4%

IEMG iShares Inc 3.9% Held

EFV iShares Tr 3.6% Trimmed −11%

EFG iShares Tr 3.3% Added +31%

ESGU iShares Tr 2.9% Held

SGOV iShares Tr 2.8% Added +33%

XLK Select Sector SPDR Tr 2.7% Trimmed −3%

SPYG SPDR Series Trust 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 8, 2026 filing

add_circleNew

GLDM $714K
SPTL $434K
T $374K
CNQ $336K

arrow_upwardAdded

SNPS +365%
EUSA +337%
NVDA +72%
V +54%

arrow_downwardTrimmed

TLH −36%
OEF −16%
EFV −11%
BSV −6%

remove_circleSold out

NOC $454K
EA $238K
NVO $233K
AXP $229K

Affinity Capital Advisors, LLC

Where the money is

Biggest moves since Jun 30, 2026

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