Aznar Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 19, 2026, for the 2025 Q4 period, Aznar Financial Advisors, LLC held in its portfolio 31 assets valued at $104,080,387 (i.e. $104.08M).
The most valuable assets in the portfolio included: ISHARES TR ($14.79M), VANGUARD BD INDEX FDS ($12.91M), and VANGUARD SCOTTSDALE FDS ($10.24M).
The chart below shows the top 10 valuable assets, and the table below shows the top 31 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Aznar Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 224097 | 14790402 | CORE S&P MCP ETF |
| VANGUARD BD INDEX FDS | 163758 | 12905768 | SHORT TRM BOND |
| VANGUARD SCOTTSDALE FDS | 131901 | 10240794 | TOTAL CORP BND |
| VANGUARD SCOTTSDALE FDS | 140848 | 8441021 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 214986 | 8193117 | INTL CORE EQT MK |
| ISHARES TR | 153494 | 7676235 | CORE INTL AGGR |
| ISHARES TR | 67576 | 6919107 | 0-5 YR TIPS ETF |
| VANGUARD SPECIALIZED FUNDS | 29011 | 6376038 | DIV APP ETF |
| DIMENSIONAL ETF TRUST | 125999 | 5896754 | US CORE EQT MKT |
| ISHARES TR | 5543 | 3796581 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 73716 | 2400931 | EMGR CRE EQT MNG |
| VANGUARD INDEX FDS | 7078 | 2373042 | TOTAL STK MKT |
| ISHARES TR | 18388 | 1644991 | CORE MSCI EAFE |
| ISHARES TR | 18637 | 1444927 | EAFE SML CP ETF |
| ISHARES TR | 16002 | 1354410 | CORE MSCI TOTAL |
| ISHARES TR | 15637 | 1348692 | MSCI EAFE MIN VL |
| APPLE INC | 4224 | 1148337 | COM |
| DIMENSIONAL ETF TRUST | 49529 | 1134274 | US REAL ESTATE E |
| VANGUARD BD INDEX FDS | 15119 | 1119865 | TOTAL BND MRKT |
| INVESCO EXCHANGE TRADED FD T | 4888 | 936346 | S&P500 EQL WGT |
| ISHARES TR | 4634 | 526979 | SP SMCP600VL ETF |
| DIMENSIONAL ETF TRUST | 6987 | 486771 | US SMALL CAP ETF |
| JOHNSON & JOHNSON | 2033 | 420730 | COM |
| ISHARES INC | 6011 | 404060 | CORE MSCI EMKT |
| VANGUARD SCOTTSDALE FDS | 4465 | 373944 | INT-TERM CORP |
| SCHWAB STRATEGIC TR | 12174 | 333933 | US DIVIDEND EQ |
| PROCTER AND GAMBLE CO | 2175 | 311700 | COM |
| PHILIP MORRIS INTL INC | 1940 | 311176 | COM |
| ISHARES TR | 5450 | 298170 | MSCI EMG MKT ETF |
| VANGUARD CHARLOTTE FDS | 5511 | 266292 | TOTAL INT BD ETF |
| ISHARES TR | 3599 | 205000 | CRE U S REIT ETF |
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