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Showing Q4 2023 data
Vahanian & Associates Financial Planning Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Vahanian & Associates Financial Planning Inc.
•CIK: 1900990•Filing: Q4 2023
**Vahanian & Associates Financial Planning Inc.** manages $25M across a diversified portfolio of 50 positions. The strategy exhibits significant allocation toward mega-cap technology names, notably AAPL ($3.7M) and AMZN ($1.3M). Further concentration is visible in SITM ($1.3M) and MSFT ($1.2M), suggesting a focus on established growth sectors. The top ten holdings represent a concentrated exposure to market leaders across technology and industrials.
Total AUM
$24.8M
QoQ Performance
N/A
Positions
43
Top 10 Concentration
50.4%
Latest Filing
Q4 2023
Top Holdings Allocation
AAPL
AMZN
SITM
AAPL14.9%
AMZN5.4%
SITM5.1%
MSFT5.0%
AQST4.8%
GOOG3.4%
CRM3.3%
IJH3.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other50.3%
Technology34.4%
Consumer6.9%
Healthcare2.7%
Communication2.4%
ETF1.8%
Financial1.5%