Ashford Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Ashford Advisors, LLC held in its portfolio 20 assets valued at $456,716,479 (i.e. $456.72M).
The most valuable assets in the portfolio included: ISHARES TR ($250.55M), VANGUARD INDEX FDS ($52.75M), and SCHWAB STRATEGIC TR ($49.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 20 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ashford Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 365804 | 250554107 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 157348 | 52754173 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 1835393 | 49941044 | SCHWAB FDT US LG |
| SCHWAB STRATEGIC TR | 1355327 | 36471850 | US LARGE CAP ETF |
| VANGUARD WORLD FD | 170243 | 20592593 | ESG US STK ETF |
| ISHARES TR | 120827 | 17095812 | MSCI ACWI ETF |
| SCHWAB STRATEGIC TR | 577324 | 15143209 | US BRD MKT ETF |
| ISHARES TR | 36207 | 3476958 | MSCI EAFE ETF |
| ISHARES TR | 9105 | 3400171 | RUS 1000 ETF |
| SPDR DOW JONES INDL AVERAGE | 4000 | 1926458 | UT SER 1 |
| SPDR S&P MIDCAP 400 ETF TR | 1361 | 824036 | UTSER1 S&PDCRP |
| VANGUARD INDEX FDS | 4293 | 819920 | VALUE ETF |
| ISHARES TR | 1583 | 612384 | RUSSELL 3000 ETF |
| ISHARES TR | 1290 | 610557 | RUS 1000 GRW ETF |
| SPDR SER TR | 4000 | 556640 | S&P DIVID ETF |
| ISHARES INC | 6142 | 446401 | MSCI EMRG CHN |
| ISHARES TR | 3685 | 442863 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 682 | 427703 | S&P 500 ETF SHS |
| ISHARES TR | 6250 | 412500 | CORE S&P MCP ETF |
| ISHARES TR | 2315 | 207100 | CORE MSCI EAFE |
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