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Ralph Antolino, Jr.

Aa Financial Advisors, Llc

Assets Managed
$709.888M
Holdings
221
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
31.23%(2Q avg: 18.77%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Aa Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 221 positions.

Assets under management

The assets under management (AUM) of Aa Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 709.888M in assets, with a quarterly growth rate of 31.23% and a 2-quarter average growth rate of 18.77%. The portfolio is managed by Ralph Antolino, Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGDV
Cap Group Dividend Value
Recent Activity
Increased 6.38%
4.82%
$34.178M
803,430 shares@ $42.55 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -1.97%
4.73%
$33.531M
128,019 shares@ $261.93 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 95.59%
4.16%
$29.479M
733,484 shares@ $40.19 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
New Position
4.06%
$28.764M
740,205 shares@ $38.86 avg price
CGUS
Cap Group Core Equity
Recent Activity
Increased 26.36%
2.91%
$20.602M
536,231 shares@ $38.42 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 107.43%
2.76%
$19.549M
246,616 shares@ $79.27 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 465.95%
2.56%
$18.116M
509,880 shares@ $35.54 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.72%
2.55%
$18.064M
56,308 shares@ $320.82 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Decreased -23.75%
2.54%
$18.004M
130,162 shares@ $138.33 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 75.61%
2.43%
$17.223M
255,047 shares@ $67.53 avg price

1-10 of 221