StockDriftsStockDriftsTop 50 Affiance Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 19.46% | 194.5K | $136.3M | -0.01%(-16) | $429.96(+63.88%) | 2026-09-30 | |
| AGG | ISHARES TR | 13.7% | 1.02M | $96.0M | +2.49%(+24.64K) | $97.91(-2.86%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 13.14% | 246.0K | $92.1M | +3.66%(+8.69K) | $235.94(+59.17%) | 2026-09-30 | |
| IEFA | ISHARES TR | 5.88% | 424.8K | $41.2M | +4.91%(+19.86K) | $77.17(+24.35%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.26% | 521.4K | $36.8M | +0.15%(+783) | $47.20(+46.95%) | 2026-09-30 | |
| IWF | ISHARES TR | 4.92% | 274.8K | $34.4M | +3.67%(+9.73K) | $91.22(+34.42%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 3.47% | 112.5K | $24.3M | +4.13%(+4.46K) | $161.02(+38.01%) | 2026-09-30 | |
| AKRE | PROFESIONALLY MANAGED PORTFO | 2.59% | 345.0K | $18.2M | -6.76%(-25.01K) | $65.51(-12.87%) | 2026-09-30 | |
| VXF | VANGUARD INDEX FDS | 2.3% | 69.6K | $16.1M | -0.55%(-385) | $161.06(+41.04%) | 2026-09-30 | |
| SPEM | SPDR INDEX SHS FDS | 1.91% | 258.5K | $13.4M | -1.01%(-2.62K) | $39.18(+29.34%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.59% | +50.49% | +6.04% | +34.09% |
| Top 20 Holdings Unweighted | +14.88% | +51.63% | +5.20% | +28.82% |
Affiance Financial LLC reports $701.11M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are VOO (19.5%), AGG (13.7%) and VTI (13.1%). The top 20 holdings account for 84.71% of reported assets. Its disclosed equity book has returned +50.49% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Affiance Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1723681). View Affiance Financial LLC’s 13F filings on SEC