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Showing Q3 2024 data
All Season Financial Advisors, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
All Season Financial Advisors, Inc.
•CIK: 1746810•Filing: Q3 2024
**All Season Financial Advisors, Inc.** manages $117M across a diversified portfolio of 94 positions. The strategy exhibits a notable allocation to defensive and broad market exposure, highlighted by top holdings including BRK/B ($6.7M) and BNDX ($5.1M). Significant weight is also placed across international and fixed-income sectors, with INDA ($4.6M), VNQ ($4.6M), and VEA ($4.5M) rounding out the core structure. This positioning suggests a focus on capital preservation combined with global asset class diversification.
Total AUM
$117.5M
QoQ Performance
+6.5%
Positions
71
Top 10 Concentration
38.8%
Latest Filing
Q3 2024
Top Holdings Allocation
BRK/B
BRK/B5.7%
BNDX4.4%
INDA4.0%
VNQ3.9%
VEA3.8%
IVV3.7%
IVE3.7%
ACWI3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.3%
Financial6.1%
ETF4.1%
Technology2.9%
Consumer1.0%
Communication0.6%
Industrial0.4%
Real Estate0.4%
🚪 Exited Positionssold since Q2 2024
+15 more exited positions
Changes from Q2 2024
NEW24 new positions
↑42 increased
↓28 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023