account_balance

Investment manager · 13F filer · SEC CIK 2111764

Affinity Wealth LLC

Reported value$189Mas of Sep 30, 2026

Positions44 23 new, 6 sold out

Top 10 weight99.4%SCHG alone is 31%

FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SCHGSchwab Strategic Tr

31.4%Added +3%

JVALJ P Morgan Exchange Traded F

20.0%Added +3%

FNDFSchwab Strategic Tr

12.6%Added +2%

IDMOInvesco Exch Traded Fd Tr II

10.8%Added +3%

XMMOInvesco Exchange Traded Fd T

9.3%Added +4%

IGSBiShares Tr

7.0%

RWRSPDR Series Trust

5.3%

IBITiShares Bitcoin Trust ETF

2.7%+4%

SCHGSchwab Strategic Tr

31.4%Added +3%

JVALJ P Morgan Exchange Traded F

20.0%+3%

FNDFSchwab Strategic Tr

12.6%Added +2%

IDMOInvesco Exch Traded Fd Tr II

10.8%Added +3%

XMMOInvesco Exchange Traded Fd T

9.3%

IGSB7.0%

RWR5.3%

IBIT

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

SCHG Schwab Strategic Tr 31.4% Added +3%

JVAL J P Morgan Exchange Traded F 20.0% Added +3%

FNDF Schwab Strategic Tr 12.6% Added +2%

IDMO Invesco Exch Traded Fd Tr II 10.8% Added +3%

XMMO Invesco Exchange Traded Fd T 9.3% Added +4%

IGSB iShares Tr 7.0% Held

RWR SPDR Series Trust 5.3% Held

IBIT iShares Bitcoin Trust ETF 2.7% Added +4%XOM ExxonMobil Holdings Corp 0.2% Held NVR NVR Inc 0.1% Held TKR Timken Co 0.1% Held IBM International Business Machines Corp 0.1% New

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 26, 2026 filing

add_circleNew

IBM $151K
TRGP $68.6K
VOO $65.7K
LNG $29.9K

arrow_upwardAdded

XMMO +4%
IBIT +4%
IDMO +3%
JVAL +3%

arrow_downwardTrimmed

None

remove_circleSold out

AMZN $76K
BSX $75.9K
QQQM $909
SCHD $666

Affinity Wealth LLC

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email