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Q2 2026 13F · SEC CIK 1818044

AF Advisors, Inc.

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$203.6M
Reported positions
30
Top holdings a year, 3 yrs
+11.0%
Assets under management
$479.8M

AF Advisors, Inc. is a wealth manager that reported 30 positions worth $203.6M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Fair Isaac Corp (FICO, 73.8%), Vym (VYM, 9.2%), Spdr Series Trust (SPSM, 4.2%). A portfolio copying its top holdings returned 11.0% a year over the last 3 years, against 20.4% for the S&P 500.

AF Advisors, Inc. holdings all 30 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

AF Advisors, Inc. 13F holdings
Stock% of 13F valueShare changeReported value
FICOFair Isaac Corp73.8%-0.2%$150.4M
VYMVym9.2%-0.0%$18.8M
SPSMSpdr Series Trust4.2%+0.0%$8.7M
SPMDSpdr Series Trust4.2%+0.0%$8.6M
WFCWells Fargo Co New1.2%+0.0%$2.4M
VTIVanguard Index Fds0.9%-0.6%$1.8M
CATCaterpillar Inc Com0.7%-6.9%$1.4M
NVDANvidia Corporation Com0.6%+0.0%$1.2M
VAWVanguard World Fd0.6%+0.0%$1.1M
SCHDSchwab Strategic Tr0.6%—$1.1M
VUGVanguard Indx Fd0.4%+500.0%$845K
CVXChevron Corp New0.3%+0.0%$704K
AMZNAmazon Com Inc Com0.3%-0.9%$678K
SCHBSchwb US Broad0.3%-2.4%$587K
ITOTIshares Total US Stock Market ETF0.3%+0.0%$555K
TSLATesla Inc Com0.3%+0.4%$521K
AAPLApple Inc0.2%-0.4%$502K
SPYSpdr S&p 500 ETF Tr0.2%+0.0%$411K
DVYiShares Select Dividend ETF Total0.2%-8.8%$400K
VGTVanguard Info Tech0.2%+740.9%$344K
AXONAxon Enterprise Inc0.1%+0.0%$298K
COFCapital One Financial Corp0.1%+0.1%$294K
ROSTRoss Stores Inc.0.1%+0.0%$279K
VIGVanguard Dividend Appreciation ETF0.1%+0.0%$272K
VXFVanguard Index Fds0.1%+0.0%$246K
MMM3m Co Com0.1%+0.0%$243K
GOOGAlphabet Inc0.1%—$233K
VBVanguard Indx Fd0.1%—$223K
MSMorgan Stanley Com New0.1%—$209K
XLUSpdr0.1%+0.0%$202K

What AF Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
-11.5% /yr
S&P 500 +20.1%
3 years
+11.0% /yr
S&P 500 +20.4%
5 years
+21.1% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$203.6M30
Q1 2026$180.9M26
Q4 2025$263.2M29
Q3 2025$246.2M30
Q2 2025$289.9M28
Q1 2025$528.5M22
Q4 2024$723.1M21
Q3 2024$708.4M23
Q2 2024$545.1M21
Q1 2024$461.2M22
Q4 2023$428.7M18
Q3 2023$321.0M16

Questions about AF Advisors, Inc.'s portfolio

What stocks does AF Advisors, Inc. own?

AF Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 30 positions worth $203.6M. The largest are Fair Isaac Corp (FICO) at 73.8%, Vym (VYM) at 9.2%, Spdr Series Trust (SPSM) at 4.2%, Spdr Series Trust (SPMD) at 4.2% and Wells Fargo Co New (WFC) at 1.2%.

What did AF Advisors, Inc. buy last quarter?

In Q2 2026, AF Advisors, Inc. added a new position in Schwab Strategic Tr (SCHD), a new position in Alphabet Inc (GOOG), a new position in Vanguard Indx Fd (VB), a new position in Morgan Stanley Com New (MS), Vanguard Info Tech (VGT) (+740.9% shares) and Vanguard Indx Fd (VUG) (+500.0% shares), compared with its Q1 2026 filing.

What did AF Advisors, Inc. sell last quarter?

In Q2 2026, AF Advisors, Inc. iShares Select Dividend ETF Total (DVY) (-8.8% shares) and Caterpillar Inc Com (CAT) (-6.9% shares), compared with its Q1 2026 filing.

How has AF Advisors, Inc.'s portfolio performed?

A portfolio copying AF Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -11.5% against +20.1%. Over 5 years: +21.1% a year against +11.6%.

When is AF Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. AF Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does AF Advisors, Inc. manage?

AF Advisors, Inc. reported $479.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $203.6M.