StockDriftsStockDriftsTop 50 Affiance Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 19.23% | 194.5K | $133.6M | -0.08%(-150) | $429.96(+65.76%) | 2026-06-30 | |
| AGG | ISHARES TR | 14.11% | 990.5K | $98.0M | +1.89%(+18.37K) | $97.94(-0.54%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 12.64% | 237.3K | $87.8M | +4.15%(+9.46K) | $230.95(+65.99%) | 2026-06-30 | |
| IEFA | ISHARES TR | 5.63% | 405.0K | $39.1M | +6.30%(+24.01K) | $76.21(+32.95%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.34% | 520.6K | $37.1M | -0.35%(-1.82K) | $47.16(+56.92%) | 2026-06-30 | |
| IWF | ISHARES TR | 4.74% | 265.1K | $32.9M | +8.04%(+19.74K) | $89.99(+37.12%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.39% | 108.0K | $23.5M | +4.30%(+4.45K) | $158.70(+43.36%) | 2026-06-30 | |
| AKRE | PROFESIONALLY MANAGED PORTFO | 2.83% | 370.0K | $19.7M | -0.61%(-2.27K) | $65.51(-9.02%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 2.48% | 70.0K | $17.2M | -1.00%(-709) | $161.06(+53.88%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 1.95% | 261.1K | $13.5M | +4.90%(+12.19K) | $39.18(+34.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.27% | +45.32% | +5.59% | +31.25% |
| Top 20 Holdings Unweighted | +13.63% | +46.70% | +4.90% | +27.04% |
Affiance Financial, LLC reports $695.44M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are VOO (19.2%), AGG (14.1%) and VTI (12.6%). The top 20 holdings account for 84.77% of reported assets. Its disclosed equity book has returned +45.32% on a three-year cumulative basis. Figures reflect the Q2 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