Diana Heu

Ameriflex Group, Inc.

Assets Managed

$197.586M

Holdings

1112

Last Quarter

2026 - Q1

Filed Date

1mo ago

Growth Rate

2.62%(2Q avg: -12.59%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ameriflex Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1112 positions.

Assets under management

The assets under management (AUM) of Ameriflex Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 197.586M in assets, with a quarterly growth rate of 2.62% and a 2-quarter average growth rate of -12.59%. The portfolio is managed by Diana Heu, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Increased 2.8%	6.78%	$13.392M 52,768 shares@ $253.8 avg price	Increased 2.8%
NVDA Nvidia Corp Recent Activity Increased 5.63%	5.38%	$10.617M 60,875 shares@ $174.4 avg price	Increased 5.63%
VOO Vanguard S&p 500 Etf Recent Activity Increased 4.85%	2.71%	$5.345M 8,945 shares@ $597.55 avg price	Increased 4.85%
GOOG Alphabet Inc-cl C Recent Activity Increased 8.37%	1.99%	$3.925M 13,682 shares@ $286.86 avg price	Increased 8.37%
AMZN Amazon.com Inc Recent Activity Increased 7.83%	1.92%	$3.787M 18,185 shares@ $208.28 avg price	Increased 7.83%
MSFT Microsoft Corp Recent Activity Increased 17.63%	1.79%	$3.527M 9,529 shares@ $370.17 avg price	Increased 17.63%
NOBL Proshares S&p 500 Dividend A Recent Activity Increased 20.25%	1.77%	$3.491M 32,929 shares@ $106.01 avg price	Increased 20.25%
COST Costco Wholesale Corp Recent Activity Decreased -6.53%	1.69%	$3.337M 3,349 shares@ $996.54 avg price	Decreased -6.53%
CVX Chevron Corp Recent Activity Decreased -4.6%	1.53%	$3.017M 14,582 shares@ $206.91 avg price	Decreased -4.6%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 10.02%	1.51%	$2.974M 5,153 shares@ $577.2 avg price	Increased 10.02%

1-10 of 1112