CIK 1723681
Affiance Financial, LLC
Institutional 13F holdings & portfolio
Holdings
104
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 104
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 198K | $1M+ | SH |
| AGG | ISHARES TR | 898K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 207K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 657K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 541K | $1M+ | SH |
| IEFA | ISHARES TR | 312K | $1M+ | SH |
| IWF | ISHARES TR | 49K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 89K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 81K | $1M+ | SH |
| AAPL | APPLE INC | 44K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 213K | $1M+ | SH |
| IJH | ISHARES TR | 168K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 213K | $1M+ | SH |
| BOND | PIMCO ETF TR | 72K | $1M+ | SH |
| IVV | ISHARES TR | 9K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 245K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 11K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 120K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 33K | $1M+ | SH |
| IJR | ISHARES TR | 37K | $1M+ | SH |
| GOOG | ALPHABET INC | 14K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 6K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 90K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 14K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| EFG | ISHARES TR | 26K | $1M+ | SH |
| GOOGL | ALPHABET INC | 10K | $1M+ | SH |
| AMZN | AMAZON COM INC | 12K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 9K | $1M+ | SH |
| ESGD | ISHARES TR | 29K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 14K | $1M+ | SH |
| ESGE | ISHARES INC | 50K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| IWD | ISHARES TR | 10K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4K | $1M+ | SH |
| WMT | WALMART INC | 19K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 3K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 26K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 6K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 20K | $1M+ | SH |
| MMM | 3M CO | 9K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| EFA | ISHARES TR | 15K | $1M+ | SH |
| XJH | ISHARES TR | 31K | $1M+ | SH |
| MCD | MCDONALDS CORP | 5K | $1M+ | SH |
| EEM | ISHARES TR | 22K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 4K | $1M+ | SH |
| MUB | ISHARES TR | 11K | $1M+ | SH |
| IXC | ISHARES TR | 25K | $1M+ | SH |