AA Financial Advisors, LLC
Annual return '25
-8.1%
SPY '25
+17.7%
Alpha
-25.8ptsvs SPY
Invested
$709.9M
Holdings
221
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q4 2025: Exited (was 723.0k shares)
4.8%
02
$VB
VANGUARD INDEX FDS
Q4 2025: Exited (was 130.0k shares)
4.7%
03
$CGGR
CAPITAL GROUP GROWTH ETF
Q4 2025: Exited (was 206.1k shares)
4.2%
04
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.1%
05
$CGUS
CAPITAL GROUP CORE EQUITY ET
Q4 2025: Exited (was 401.3k shares)
2.9%
06
$VCSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 80.6k shares)
2.8%
07
$DFIC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.6%
08
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 55.5k shares)
2.5%
09
$VT
VANGUARD INTL EQUITY INDEX F
Q4 2025: Exited (was 183.5k shares)
2.5%
10
$IJH
ISHARES TR
Q4 2025: Exited (was 70.7k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:53 UTC.