Ralph Antolino, Jr.
Aa Financial Advisors, Llc
Assets Managed
$831.517M
Holdings
230
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
17.14%(2Q avg: 24.18%)
Sustained Growth
10 quarters
Portfolio positions
This chart displays the top 10 holdings in Aa Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 230 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 831.517M in assets, with a quarterly growth rate of 17.14% and a 2-quarter average growth rate of 24.18%. The portfolio is managed by Ralph Antolino, Jr., and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VB Vanguard Small-cap Etf
| 5.87% | $48.762M 160,869 shares@ $303.12 avg price | Increased 25.67% |
CGDV Cap Group Dividend Value
| 5.48% | $45.55M 924,313 shares@ $49.28 avg price | Increased 15.05% |
CGGR Cap Group Growth Equity
| 5.06% | $41.992M 889,658 shares@ $47.2 avg price | Increased 21.3% |
DFAC Dimensional Us Core Equity 2
| 3.9% | $32.374M 729,792 shares@ $44.36 avg price | Decreased -1.4% |
IJH Ishares Core S&p Midcap Etf
| 3.69% | $30.61M 396,971 shares@ $77.12 avg price | Increased 55.65% |
CGUS Cap Group Core Equity
| 3.2% | $26.588M 597,760 shares@ $44.48 avg price | Increased 11.48% |
VCSH Vanguard S T Corp Bond Etf
| 2.69% | $22.291M 282,053 shares@ $79.04 avg price | Increased 14.37% |
VT Vanguard Tot World Stk Etf
| 2.54% | $21.068M 134,235 shares@ $156.96 avg price | Increased 3.13% |
VTI Vanguard Total Stock Mkt Etf
| 2.47% | $20.476M 55,335 shares@ $370.04 avg price | Decreased -1.72% |
DFIC Dimensional International Co
| 2.38% | $19.768M 530,537 shares@ $37.27 avg price | Increased 4.06% |
1-10 of 230