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Kathleen Lewis

First Affirmative Financial Network

Assets Managed
$257.748M
Holdings
325
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
21.27%(2Q avg: 15.27%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in First Affirmative Financial Network's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 325 positions.

Assets under management

The assets under management (AUM) of First Affirmative Financial Network over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 257.748M in assets, with a quarterly growth rate of 21.27% and a 2-quarter average growth rate of 15.27%. The portfolio is managed by Kathleen Lewis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SHE
Spdr Msci Usa Gender Diversi
Recent Activity
Increased 17.65%
5.44%
$14.016M
109,662 shares@ $127.81 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 23.7%
3.69%
$9.49M
54,415 shares@ $174.41 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Decreased -4.88%
3.31%
$8.522M
292,062 shares@ $29.19 avg price
AAPL
Apple Inc
Recent Activity
Increased 13.6%
3.23%
$8.319M
32,778 shares@ $253.79 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Decreased -1.71%
2.53%
$6.509M
109,307 shares@ $59.56 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 26.03%
2.37%
$6.084M
16,435 shares@ $370.17 avg price
TAXF
American Century Diver Muni
Recent Activity
Increased 508.08%
2.29%
$5.902M
117,918 shares@ $50.05 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.34%
1.94%
$4.987M
17,343 shares@ $287.57 avg price
VTES
Vanguard Sh Term Tax-ex Bond
Recent Activity
Increased 1854.42%
1.85%
$4.748M
46,945 shares@ $101.14 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 890.86%
1.76%
$4.536M
90,921 shares@ $49.9 avg price

1-10 of 325