Aznar Financial Advisors, LLC 13F Holdings · last filed Q4 2025
Aznar Financial Advisors, LLC reported 31 securities worth $104.08M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: IJH (14.21%), BSV (12.40%), VTC (9.84%). Among its top 25 positions this quarter: 25 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | $14.8M | 14.21% | 224,097 | New |
| 2 | BSV | VANGUARD BD INDEX FDS | $12.9M | 12.40% | 163,758 | New |
| 3 | VTC | VANGUARD SCOTTSDALE FDS | $10.2M | 9.84% | 131,901 | New |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $8.4M | 8.11% | 140,848 | New |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $8.2M | 7.87% | 214,986 | New |
| 6 | IAGG | ISHARES TR | $7.7M | 7.38% | 153,494 | New |
| 7 | STIP | ISHARES TR | $6.9M | 6.65% | 67,576 | New |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $6.4M | 6.13% | 29,011 | New |
| 9 | DFAU | DIMENSIONAL ETF TRUST | $5.9M | 5.67% | 125,999 | New |
| 10 | IVV | ISHARES TR | $3.8M | 3.65% | 5,543 | New |
| 11 | DFAE | DIMENSIONAL ETF TRUST | $2.4M | 2.31% | 73,716 | New |
| 12 | VTI | VANGUARD INDEX FDS | $2.4M | 2.28% | 7,078 | New |
| 13 | IEFA | ISHARES TR | $1.6M | 1.58% | 18,388 | New |
| 14 | SCZ | ISHARES TR | $1.4M | 1.39% | 18,637 | New |
| 15 | EFAV | ISHARES TR | $1.3M | 1.30% | 15,637 | New |
| 16 | IXUS | ISHARES TR | $1.4M | 1.30% | 16,002 | New |
| 17 | AAPL | APPLE INC | $1.1M | 1.10% | 4,224 | New |
| 18 | DFAR | DIMENSIONAL ETF TRUST | $1.1M | 1.09% | 49,529 | New |
| 19 | BND | VANGUARD BD INDEX FDS | $1.1M | 1.08% | 15,119 | New |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $936,346 | 0.90% | 4,888 | New |
| 21 | IJS | ISHARES TR | $526,979 | 0.51% | 4,634 | New |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $486,771 | 0.47% | 6,987 | New |
| 23 | JNJ | JOHNSON & JOHNSON | $420,730 | 0.40% | 2,033 | New |
| 24 | IEMG | ISHARES INC | $404,060 | 0.39% | 6,011 | New |
| 25 | VCIT | VANGUARD SCOTTSDALE FDS | $373,944 | 0.36% | 4,465 | New |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR