Jeff Adams

Af Advisors, Inc.

Assets Managed

$180.853M

Holdings

Last Quarter

2026 - Q1

Filed Date

2mo 23d ago

Growth Rate

-31.28%(2Q avg: -12.19%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Af Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Af Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 180.853M in assets, with a quarterly growth rate of -31.28% and a 2-quarter average growth rate of -12.19%. The portfolio is managed by Jeff Adams, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
FICO Fair Isaac Corp Recent Activity Decreased -1.62%	74.41%	$134.57M 126,056 shares@ $1067.54 avg price	Decreased -1.62%
VYM Vanguard High Dvd Yield Etf Recent Activity	9.74%	$17.604M 118,864 shares@ $148.1 avg price
SPMD Spdr Portfolio S&p 400 Mid C Recent Activity	4.2%	$7.58M 128,000 shares@ $59.22 avg price
SPSM Spdr Portfolio S&p 600 Small Recent Activity	4.01%	$7.248M 150,000 shares@ $48.32 avg price
WFC Wells Fargo & Co Recent Activity Decreased -9.36%	1.28%	$2.312M 29,040 shares@ $79.61 avg price	Decreased -9.36%
VTI Vanguard Total Stock Mkt Etf Recent Activity Decreased -2.97%	0.89%	$1.603M 4,997 shares@ $320.85 avg price	Decreased -2.97%
VAW Vanguard Materials Etf Recent Activity New Position	0.63%	$1.131M 5,017 shares@ $225.35 avg price	New Position
CAT Caterpillar Inc Recent Activity Decreased -29.76%	0.57%	$1.027M 1,449 shares@ $708.47 avg price	Decreased -29.76%
NVDA Nvidia Corp Recent Activity Decreased -0.13%	0.56%	$1.01M 5,793 shares@ $174.41 avg price	Decreased -0.13%
CVX Chevron Corp Recent Activity Decreased -0.11%	0.49%	$879,325 4,250 shares@ $206.9 avg price	Decreased -0.11%

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