account_balance

Investment manager · 13F filer · SEC CIK 810672

Affinity Wealth Management LLC

Reported value$740Mas of Sep 30, 2026
Positions119 15 new, 9 sold out
Top 10 weight36.0%RDVY alone is 6%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
RDVY First Tr Exchange Traded Fd 6.3% Trimmed −11%
QQQ Invesco QQQ Tr 5.0% Trimmed −42%
PIZ Invesco Exch Traded Fd Tr II 3.8% Trimmed −38%
XMMO Invesco Exchange Traded Fd T 3.4% Trimmed −46%
NVDA NVIDIA Corp 3.4% Trimmed −16%
XLE Select Sector SPDR Tr 3.1% Trimmed −47%
STX Seagate Technology Holdings PLC 3.0% Trimmed −25%
XLK Select Sector SPDR Tr 2.8% Added +4952%
SKYY First Tr Exchange-Traded Fd 2.7% New
QQEW First Tr Exchange-Traded Fd 2.7% New
RSPN Invesco Exchange Traded Fd T 2.6% Trimmed −47%
LRGF iShares Tr 2.6% New

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • SKYY $19.8M
  • QQEW $19.6M
  • LRGF $19.4M
  • IBB $19.2M
arrow_upwardAdded
arrow_downwardTrimmed
  • XAR −48%
  • XLC −47%
  • XLE −47%
  • RSPN −47%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast