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Affinity Capital Advisors, LLC

Q4 2025 · 13F-HR

Affinity Capital Advisors, LLCholdings as filed

Filed 2026-01-09 · accession 0001810023-26-000001

$722.6M
Reported value
173
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$70.6M9.77%103,059CommonNONE
922908736VUGVANGUARD INDEX FDS$65.9M9.13%135,179CommonNONE
46434V613IUSBISHARES TR$64.6M8.93%1,387,146CommonNONE
037833100AAPLAPPLE INC$61.1M8.45%224,654CommonNONE
922908744VTVVANGUARD INDEX FDS$57.9M8.02%303,256CommonNONE
464288877EFVISHARES TR$29.6M4.10%415,147CommonNONE
46434G103IEMGISHARES INC$25.6M3.55%381,556CommonNONE
46435G425ESGUISHARES TR$22.4M3.10%150,592CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$18.0M2.50%125,311CommonNONE
464287101OEFISHARES TR$16.8M2.33%49,121CommonNONE
464288885EFGISHARES TR$16.3M2.26%143,393CommonNONE
46436E718SGOVISHARES TR$16.2M2.24%161,464CommonNONE
464288653TLHISHARES TR$16.0M2.21%157,179CommonNONE
464288356CMFISHARES TR$15.5M2.14%269,594CommonNONE
78464A409SPYGSPDR SERIES TRUST$11.5M1.59%107,810CommonNONE
464287507IJHISHARES TR$10.6M1.47%160,434CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$9.5M1.31%289,890CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$9.4M1.30%401,793CommonNONE
46435U549EAGGISHARES TR$9.0M1.25%188,993CommonNONE
594918104MSFTMICROSOFT CORP$7.5M1.04%15,598CommonNONE
46432F842IEFAISHARES TR$7.1M0.98%79,114CommonNONE
922908363VOOVANGUARD INDEX FDS$5.9M0.82%9,481CommonNONE
464287614IWFISHARES TR$5.7M0.79%12,083CommonNONE
91332U101UUNITY SOFTWARE INC$5.1M0.70%114,450CommonNONE
532457108LLYELI LILLY & CO$5.0M0.69%4,650CommonNONE
30303M102METAMETA PLATFORMS INC$4.6M0.64%6,990CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$4.2M0.59%143,014CommonNONE
02079K107GOOGALPHABET INC$3.9M0.54%12,340CommonNONE
46090E103QQQINVESCO QQQ TR$3.7M0.51%6,012CommonNONE
464287598IWDISHARES TR$3.4M0.48%16,376CommonNONE
921937827BSVVANGUARD BD INDEX FDS$3.3M0.46%42,209CommonNONE
921910733ESGVVANGUARD WORLD FD$3.3M0.46%27,201CommonNONE
67066G104NVDANVIDIA CORPORATION$3.2M0.44%16,989CommonNONE
580135101MCDMCDONALDS CORP$3.0M0.42%9,946CommonNONE
46434G764EMXCISHARES INC$3.0M0.42%41,570CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.0M0.41%4,395CommonNONE
88160R101TSLATESLA INC$2.9M0.41%6,542CommonNONE
023135106AMZNAMAZON COM INC$2.7M0.37%11,489CommonNONE
30231G102XOMEXXON MOBIL CORP$2.6M0.36%21,361CommonNONE
02079K305GOOGLALPHABET INC$2.5M0.35%8,146CommonNONE
922908629VOVANGUARD INDEX FDS$2.3M0.32%7,999CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.3M0.32%76,179CommonNONE
464287804IJRISHARES TR$2.2M0.30%18,219CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$2.1M0.29%87,339CommonNONE
78468R853SPSMSPDR SERIES TRUST$2.1M0.29%44,692CommonNONE
464287432TLTISHARES TR$2.1M0.29%23,748CommonNONE
92204A702VGTVANGUARD WORLD FD$2.1M0.28%2,731CommonNONE
78464A508SPYVSPDR SERIES TRUST$2.1M0.28%36,175CommonNONE
922908751VBVANGUARD INDEX FDS$2.0M0.28%7,913CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.9M0.27%31,108CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.8M0.25%6,584CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.7M0.23%2,939CommonNONE
031100100AMEAMETEK INC$1.6M0.23%7,921CommonNONE
64110L106NFLXNETFLIX INC$1.6M0.22%17,007CommonNONE
464287648IWOISHARES TR$1.6M0.22%4,868CommonNONE
464287473IWSISHARES TR$1.6M0.22%11,071CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.20%2,883CommonNONE
464287861IEVISHARES TR$1.3M0.19%19,610CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.3M0.18%4,121CommonNONE
46435G193SUSCISHARES TR$1.3M0.18%56,670CommonNONE
46435U218SUSLISHARES TR$1.3M0.18%10,581CommonNONE
92826C839VVISA INC$1.2M0.17%3,505CommonNONE
46435G409IVLUISHARES TR$1.1M0.16%29,759CommonNONE
78468R796SPYXSPDR SERIES TRUST$1.1M0.15%19,755CommonNONE
780087102RYROYAL BK CDA$1.1M0.15%6,416CommonNONE
233051200DBEFDBX ETF TR$1.0M0.14%21,710CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$1.0M0.14%25,646CommonNONE
46138E206PWZINVESCO EXCH TRADED FD TR II$1.0M0.14%41,487CommonNONE
891160509TDTORONTO DOMINION BK ONT$997,5780.14%10,590CommonNONE
244199105DEDEERE & CO$991,9300.14%2,131CommonNONE
464287630IWNISHARES TR$991,4250.14%5,471CommonNONE
149123101CATCATERPILLAR INC$929,7170.13%1,623CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$917,5460.13%5,162CommonNONE
00287Y109ABBVABBVIE INC$915,0950.13%4,005CommonNONE
742718109PGPROCTER AND GAMBLE CO$887,6140.12%6,194CommonNONE
871607107SNPSSYNOPSYS INC$852,5420.12%1,815CommonNONE
464287309IVWISHARES TR$829,3900.11%6,729CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$804,3130.11%14,961CommonNONE
68389X105ORCLORACLE CORP$791,4750.11%4,061CommonNONE
136069101CMCANADIAN IMPERIAL BANK OF CO$770,4570.11%8,503CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$722,7080.10%2,440CommonNONE
931142103WMTWALMART INC$695,7170.10%6,245CommonNONE
30212P303EXPEEXPEDIA GROUP INC$682,2100.09%2,408CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$677,3610.09%2,167CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$672,3570.09%780CommonNONE
437076102HDHOME DEPOT INC$659,0380.09%1,915CommonNONE
464287689IWVISHARES TR$633,9110.09%1,639CommonNONE
17275R102CSCOCISCO SYS INC$631,3300.09%8,196CommonNONE
060505104BACBANK AMERICA CORP$606,7680.08%11,032CommonNONE
532206109LIFLIFE360 INC$602,4670.08%9,393CommonNONE
11135F101AVGOBROADCOM INC$594,9460.08%1,719CommonNONE
136375102CNICANADIAN NATL RY CO$593,1000.08%6,000CommonNONE
46434G889EMGFISHARES INC$579,9460.08%10,025CommonNONE
46435U663ESMLISHARES TR$574,9820.08%12,505CommonNONE
46435G516ESGDISHARES TR$574,7010.08%6,044CommonNONE
122017106BURLBURLINGTON STORES INC$567,5900.08%1,965CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$542,4870.08%2,648CommonNONE
464287564ICFISHARES TR$531,2720.07%8,904CommonNONE
482480100KLACKLA CORP$523,6990.07%431CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$516,2350.07%5,645CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$510,6240.07%6,935CommonNONE
478160104JNJJOHNSON & JOHNSON$505,1000.07%2,441CommonNONE
58933Y105MRKMERCK & CO INC$497,8800.07%4,730CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$496,2490.07%10,632CommonNONE
79466L302CRMSALESFORCE INC$483,3070.07%1,824CommonNONE
02209S103MOALTRIA GROUP INC$475,9470.07%8,254CommonNONE
512807306LRCXLAM RESEARCH CORP$454,7360.06%2,656CommonNONE
166764100CVXCHEVRON CORP NEW$450,5600.06%2,956CommonNONE
808513105SCHWSCHWAB CHARLES CORP$448,4390.06%4,488CommonNONE
09260D107BXBLACKSTONE INC$432,8250.06%2,808CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$430,6360.06%1,219CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$423,6660.06%743CommonNONE
922040845VBILVANGUARD INSTL INDEX FD$414,8650.06%5,500CommonNONE
46429B747STIPISHARES TR$413,4000.06%4,038CommonNONE
040413205ANETARISTA NETWORKS INC$401,3450.06%3,063CommonNONE
90138F102TWLOTWILIO INC$392,5820.05%2,760CommonNONE
458140100INTCINTEL CORP$379,5400.05%10,286CommonNONE
464287499IWRISHARES TR$371,1210.05%3,855CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$350,3450.05%5,125CommonNONE
46434V803HEFAISHARES TR$343,5190.05%8,306CommonNONE
00206R102TAT&T INC$341,8140.05%13,761CommonNONE
88579Y101MMM3M CO$341,1620.05%2,131CommonNONE
031162100AMGNAMGEN INC$338,1430.05%1,033CommonNONE
65339F101NEENEXTERA ENERGY INC$323,0720.04%4,024CommonNONE
681919106OMCOMNICOM GROUP INC$321,7080.04%3,984CommonNONE
78409V104SPGIS&P GLOBAL INC$320,3480.04%613CommonNONE
922908553VNQVANGUARD INDEX FDS$315,5240.04%3,566CommonNONE
194162103CLCOLGATE PALMOLIVE CO$313,5810.04%3,968CommonNONE
097023105BABOEING CO$306,3560.04%1,411CommonNONE
949746101WMT2WELLS FARGO CO NEW$304,5540.04%3,268CommonNONE
025816109AXPAMERICAN EXPRESS CO$298,9200.04%808CommonNONE
75513E101RTXRTX CORPORATION$291,0560.04%1,587CommonNONE
922908769VTIVANGUARD INDEX FDS$290,5280.04%867CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$285,3530.04%939CommonNONE
863667101SYKSTRYKER CORPORATION$281,7990.04%802CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$278,9460.04%3,499CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$273,4000.04%2,371CommonNONE
110448107BTIBRITISH AMERN TOB PLC$270,4170.04%4,776CommonNONE
00724F101ADBEADOBE INC$266,6920.04%762CommonNONE
46435G243SUSBISHARES TR$264,8040.04%10,491CommonNONE
882508104TXNTEXAS INSTRS INC$262,0290.04%1,510CommonNONE
718172109PMPHILIP MORRIS INTL INC$254,9290.04%1,589CommonNONE
G29183103ETNEATON CORP PLC$253,5340.04%796CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$253,0680.04%7,732CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$252,3350.03%9,377CommonNONE
921910725VSGXVANGUARD WORLD FD$249,2020.03%3,480CommonNONE
001055102AFLAFLAC INC$248,4380.03%2,253CommonNONE
464288281EMBISHARES TR$246,7660.03%2,563CommonNONE
713448108PEPPEPSICO INC$245,7160.03%1,712CommonNONE
82509L107SHOPSHOPIFY INC$243,8700.03%1,515CommonNONE
285512109EAELECTRONIC ARTS INC$241,7220.03%1,183CommonNONE
747525103QCOMQUALCOMM INC$241,1260.03%1,410CommonNONE
46432F859ISTBISHARES TR$235,9990.03%4,841CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$234,8530.03%3,483CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$232,2810.03%5,195CommonNONE
369604301GEGE AEROSPACE$230,7140.03%749CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$227,9650.03%691CommonNONE
464288414MUBISHARES TR$226,4310.03%2,114CommonNONE
617446448MSMORGAN STANLEY$226,3510.03%1,275CommonNONE
199908104FIXCOMFORT SYS USA INC$223,0560.03%239CommonNONE
254687106DISDISNEY WALT CO$221,5820.03%1,948CommonNONE
29364G103ETRENTERGY CORP NEW$220,0760.03%2,381CommonNONE
063671101BMOBANK MONTREAL QUE$210,1300.03%1,619CommonNONE
209115104EDCONSOLIDATED EDISON INC$209,9620.03%2,114CommonNONE
464287655IWMISHARES TR$208,6070.03%847CommonNONE
646025106NJRNEW JERSEY RES CORP$208,1860.03%4,514CommonNONE
370334104GISGENERAL MLS INC$207,5300.03%4,463CommonNONE
461202103INTUINTUIT$206,0110.03%311CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$205,4080.03%7,549CommonNONE
464287226AGGISHARES TR$205,3840.03%2,056CommonNONE
093671105HRBBLOCK H & R INC$204,8260.03%4,700CommonNONE
29664W105ESPRESPERION THERAPEUTICS INC NE$37,0000.01%10,000CommonNONE
75989R107RNXTRENOVORX INC$11,1560.00%13,279CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.