Affiance Financial, LLC
•CIK: 1723681•Filing: Q4 2025
**Affiance Financial, LLC** manages $620M across a diversified portfolio of 104 positions. The strategy exhibits a significant allocation to broad market indices, notably VOO at $124.1M and AGG at $89.7M. Further concentration is evident in core equity exposure via VTI ($69.5M) and international components such as VEA ($33.8M) and IEFA ($28.0M). The top holdings suggest a tactical blend of U.S. market breadth and international diversification.
Total AUM
$619.1M
+ $552.9K in options
QoQ Performance
+12.7%
Positions
74
+ 1 option
Top 10 Concentration
73.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
AGG
VTI
AKRE
VEA
VOO20.0%
AGG14.5%
VTI11.2%
AKRE6.9%
VEA5.5%
IEFA4.5%
IWF3.8%
VTV2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.1%
ETF21.7%
Technology5.0%
Consumer1.4%
Healthcare1.0%
Financial1.0%
Industrial0.6%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑25 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023