StockDriftsStockDriftsTop 50 Affinity Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.08% | 108.1K | $81.6M | +2.95%(+3.09K) | $504.46(+54.41%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 9.01% | 841.4K | $72.9M | +2.43%(+19.96K) | $50.22(+77.57%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 8.28% | 305.5K | $67.0M | -0.34%(-1.03K) | $137.39(+65.59%) | 2026-06-30 | |
| IUSB | ISHARES TR | 8.16% | 1.44M | $66.1M | +5.05%(+69.03K) | $45.69(-0.51%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.48% | 193.8K | $60.6M | -7.95%(-16.73K) | $162.41(+88.03%) | 2026-06-30 | |
| EFV | ISHARES TR | 4.29% | 442.4K | $34.7M | +4.25%(+18.05K) | $53.92(+51.69%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.22% | 417.0K | $34.2M | +3.03%(+12.27K) | $60.13(+37.43%) | 2026-06-30 | |
| ESGU | ISHARES TR | 2.99% | 146.6K | $24.2M | -1.90%(-2.84K) | $96.73(+75.81%) | 2026-06-30 | |
| EFG | ISHARES TR | 2.74% | 177.1K | $22.2M | +12.00%(+18.98K) | $100.49(+26.14%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.72% | 120.0K | $22.0M | -5.53%(-7.02K) | $94.01(+102.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.60% | +50.49% | +7.58% | +44.11% |
| Top 20 Holdings Unweighted | +13.05% | +44.47% | +5.17% | +28.68% |
Affinity Capital Advisors, LLC reports $809.53M in US-listed equity holdings across 203 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.1%), VUG (9.0%) and VTV (8.3%). The top 20 holdings account for 75.54% of reported assets. Its disclosed equity book has returned +50.49% 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 Affinity Capital Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1810023). View Affinity Capital Advisors, LLC’s 13F filings on SEC