Affinity Capital Advisors, LLC

CIK 0001810023 • 6 13F filings • Apr 17, 2025 – Jul 8, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $504.4M154 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$272K	0.1%	2,003 SH
ABBVIE INC	COM	$599K	0.1%	3,423 SH
ADOBE INC	COM	$310K	0.1%	879 SH
AFLAC INC	COM	$212K	0.0%	1,981 SH
ALPHABET INC	CAP STK CL A	$932K	0.2%	5,929 SH
ALPHABET INC	CAP STK CL C	$2.0M	0.4%	12,355 SH
ALTRIA GROUP INC	COM	$437K	0.1%	7,713 SH
AMAZON COM INC	COM	$2.1M	0.4%	11,299 SH
AMETEK INC	COM	$1.4M	0.3%	8,844 SH
AMGEN INC	COM	$246K	0.0%	861 SH
APPLE INC	COM	$32.7M	6.5%	165,160 SH
ARISTA NETWORKS INC	COM SHS	$216K	0.0%	2,968 SH
AT&T INC	COM	$234K	0.0%	8,742 SH
BANK AMERICA CORP	COM	$341K	0.1%	9,472 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.3%	2,580 SH
BLACKSTONE INC	COM	$369K	0.1%	2,900 SH
BLOCK H & R INC	COM	$325K	0.1%	5,500 SH
BOEING CO	COM	$273K	0.1%	1,741 SH
BURLINGTON STORES INC	COM	$474K	0.1%	1,965 SH
CABOT CORP	COM	$255K	0.1%	3,211 SH
CADENCE DESIGN SYSTEM INC	COM	$662K	0.1%	2,550 SH
CANADIAN IMPERIAL BK COMM	COM	$486K	0.1%	8,503 SH
CANADIAN NATL RY CO	COM	$599K	0.1%	6,000 SH
CANADIAN PACIFIC KANSAS CITY	COM	$510K	0.1%	6,935 SH
CATERPILLAR INC	COM	$451K	0.1%	1,536 SH
CHEVRON CORP NEW	COM	$651K	0.1%	4,799 SH
CHURCH & DWIGHT CO INC	COM	$244K	0.0%	2,336 SH
CISCO SYS INC	COM	$481K	0.1%	8,394 SH
COCA COLA CO	COM	$588K	0.1%	8,227 SH
COLGATE PALMOLIVE CO	COM	$274K	0.1%	2,915 SH
CONSTELLATION ENERGY CORP	COM	$234K	0.0%	1,124 SH
COSTCO WHSL CORP NEW	COM	$618K	0.1%	641 SH
DBX ETF TR	XTRACK MSCI EAFE	$4.6M	0.9%	115,623 SH
DEERE & CO	COM	$976K	0.2%	2,125 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$798K	0.2%	25,646 SH
DISNEY WALT CO	COM	$200K	0.0%	2,357 SH
EATON CORP PLC	SHS	$220K	0.0%	792 SH
ELI LILLY & CO	COM	$4.0M	0.8%	5,433 SH
ESPERION THERAPEUTICS INC NE	COM	$10K	0.0%	10,000 SH
EXXON MOBIL CORP	COM	$2.2M	0.4%	21,668 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$342K	0.1%	5,163 SH
HOME DEPOT INC	COM	$950K	0.2%	2,683 SH
HUBSPOT INC	COM	$220K	0.0%	416 SH
INTEL CORP	COM	$243K	0.0%	12,329 SH
INTERNATIONAL BUSINESS MACHS	COM	$478K	0.1%	2,028 SH
INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$4.3M	0.9%	189,807 SH
INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$645K	0.1%	17,573 SH
INVESCO QQQ TR	UNIT SER 1	$2.9M	0.6%	6,327 SH
ISHARES INC	CORE MSCI EMKT	$8.3M	1.6%	160,490 SH
ISHARES INC	EMNG MKTS EQT	$729K	0.1%	16,319 SH
ISHARES INC	MSCI EMRG CHN	$7.7M	1.5%	143,311 SH
ISHARES TR	0-5 YR TIPS ETF	$293K	0.1%	2,865 SH
ISHARES TR	10-20 YR TRS ETF	$9.7M	1.9%	97,745 SH
ISHARES TR	20 YR TR BD ETF	$1.9M	0.4%	21,577 SH
ISHARES TR	CALIF MUN BD ETF	$8.1M	1.6%	148,325 SH
ISHARES TR	COHEN STEER REIT	$543K	0.1%	9,467 SH
ISHARES TR	CORE 1 5 YR USD	$318K	0.1%	6,634 SH
ISHARES TR	CORE MSCI EAFE	$7.0M	1.4%	95,013 SH
ISHARES TR	CORE S&P MCP ETF	$7.0M	1.4%	129,427 SH
ISHARES TR	CORE S&P SCP ETF	$1.8M	0.3%	18,418 SH
ISHARES TR	CORE S&P500 ETF	$48.6M	9.6%	90,554 SH
ISHARES TR	CORE TOTAL USD	$51.6M	10.2%	1,142,537 SH
ISHARES TR	CORE US AGGBD ET	$324K	0.1%	3,336 SH
ISHARES TR	EAFE GRWTH ETF	$12.4M	2.5%	127,541 SH
ISHARES TR	EAFE VALUE ETF	$19.7M	3.9%	348,737 SH
ISHARES TR	ESG AW MSCI EAFE	$482K	0.1%	6,103 SH
ISHARES TR	ESG AWARE MSCI	$452K	0.1%	12,750 SH
ISHARES TR	ESG AWR MSCI USA	$17.7M	3.5%	152,476 SH
ISHARES TR	ESG AWR US AGRGT	$8.8M	1.7%	188,687 SH
ISHARES TR	ESG AWRE 1 5 YR	$268K	0.1%	10,849 SH
ISHARES TR	ESG AWRE USD ETF	$1.6M	0.3%	70,407 SH
ISHARES TR	ESG MSCI LEADR	$1.0M	0.2%	10,870 SH
ISHARES TR	EUROPE ETF	$1.6M	0.3%	28,057 SH
ISHARES TR	HDG MSCI EAFE	$246K	0.0%	7,300 SH
ISHARES TR	JPMORGAN USD EMG	$341K	0.1%	3,905 SH
ISHARES TR	MSCI EMG MKT ETF	$373K	0.1%	8,927 SH
ISHARES TR	MSCI INTL VLU FT	$899K	0.2%	31,241 SH
ISHARES TR	NATIONAL MUN ETF	$216K	0.0%	2,115 SH
ISHARES TR	RUS 1000 GRW ETF	$4.2M	0.8%	12,083 SH
ISHARES TR	RUS 1000 VAL ETF	$3.0M	0.6%	16,877 SH
ISHARES TR	RUS 2000 GRW ETF	$1.2M	0.2%	4,993 SH
ISHARES TR	RUS 2000 VAL ETF	$793K	0.2%	5,770 SH
ISHARES TR	RUS MDCP VAL ETF	$1.3M	0.3%	11,066 SH
ISHARES TR	RUS MID CAP ETF	$347K	0.1%	4,358 SH
ISHARES TR	RUS TP200 VL ETF	$356K	0.1%	4,604 SH
ISHARES TR	RUSSELL 3000 ETF	$784K	0.2%	2,591 SH
ISHARES TR	S&P 100 ETF	$10.7M	2.1%	41,283 SH
ISHARES TR	S&P 500 GRWT ETF	$803K	0.2%	8,888 SH
JOHNSON & JOHNSON	COM	$385K	0.1%	2,540 SH
JPMORGAN CHASE & CO.	COM	$1.0M	0.2%	4,288 SH
KLA CORP	COM NEW	$439K	0.1%	655 SH
KOPIN CORP	COM	$66K	0.0%	76,687 SH
LIFE360 INC	COM	$328K	0.1%	9,393 SH
MASTERCARD INCORPORATED	CL A	$1.5M	0.3%	2,918 SH
MCDONALDS CORP	COM	$3.0M	0.6%	9,771 SH
MERCK & CO INC	COM	$311K	0.1%	3,927 SH
META PLATFORMS INC	CL A	$3.2M	0.6%	5,928 SH
MICROSOFT CORP	COM	$4.2M	0.8%	10,808 SH
NETFLIX INC	COM	$1.6M	0.3%	1,769 SH
NEXTERA ENERGY INC	COM	$212K	0.0%	3,223 SH
NORTHROP GRUMMAN CORP	COM	$397K	0.1%	743 SH
NVIDIA CORPORATION	COM	$967K	0.2%	8,719 SH
ORACLE CORP	COM	$276K	0.1%	2,086 SH
PALANTIR TECHNOLOGIES INC	CL A	$389K	0.1%	4,392 SH
PEPSICO INC	COM	$230K	0.0%	1,591 SH
PROCTER AND GAMBLE CO	COM	$1.2M	0.2%	7,049 SH
RENOVORX INC	COM NEW	$10K	0.0%	13,279 SH
ROYAL BK CDA	COM	$727K	0.1%	6,416 SH
S&P GLOBAL INC	COM	$273K	0.1%	587 SH
SALESFORCE INC	COM	$213K	0.0%	836 SH
SCHWAB CHARLES CORP	COM	$401K	0.1%	5,210 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.7M	0.3%	88,403 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$9.2M	1.8%	403,861 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$7.6M	1.5%	313,356 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.8M	0.7%	151,682 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.2M	0.4%	91,263 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$464K	0.1%	6,620 SH
SELECT SECTOR SPDR TR	ENERGY	$733K	0.1%	9,290 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$246K	0.0%	1,799 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$11.8M	2.3%	59,693 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.4M	0.5%	4,442 SH
SPDR SER TR	PORTFOLIO S&P600	$2.0M	0.4%	53,986 SH
SPDR SER TR	PRTFLO S&P500 GW	$7.7M	1.5%	98,060 SH
SPDR SER TR	PRTFLO S&P500 VL	$629K	0.1%	13,152 SH
SPDR SER TR	SPDR S&P 500 ETF	$879K	0.2%	20,034 SH
STRYKER CORPORATION	COM	$280K	0.1%	800 SH
SYNOPSYS INC	COM	$1.3M	0.3%	3,175 SH
TESLA INC	COM	$1.7M	0.3%	6,913 SH
TORONTO DOMINION BK ONT	COM NEW	$618K	0.1%	10,590 SH
TWILIO INC	CL A	$225K	0.0%	2,591 SH
UNITEDHEALTH GROUP INC	COM	$345K	0.1%	575 SH
UNITY SOFTWARE INC	COM	$2.6M	0.5%	136,786 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$456K	0.1%	2,648 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.9M	0.6%	36,946 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$227K	0.0%	4,637 SH
VANGUARD INDEX FDS	GROWTH ETF	$45.9M	9.1%	127,304 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$394K	0.1%	1,607 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.5M	0.3%	6,168 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$406K	0.1%	4,851 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.7M	0.5%	5,590 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.7M	0.3%	8,030 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$247K	0.0%	942 SH
VANGUARD INDEX FDS	VALUE ETF	$41.8M	8.3%	258,557 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$287K	0.1%	6,660 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$421K	0.1%	5,397 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	0.3%	28,944 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$279K	0.1%	4,502 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$516K	0.1%	6,413 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$257K	0.1%	4,520 SH
VANGUARD WORLD FD	ESG US STK ETF	$2.7M	0.5%	28,854 SH
VANGUARD WORLD FD	INF TECH ETF	$1.0M	0.2%	1,965 SH
VISA INC	COM CL A	$1.2M	0.2%	3,675 SH
WALMART INC	COM	$442K	0.1%	4,765 SH
WELLS FARGO CO NEW	COM	$269K	0.1%	4,307 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001810023-26-000005	—	View
Jan 9, 2026	Q4 2025	13F-HR	0001810023-26-000001	$722.6M	View
Oct 9, 2025	Q3 2025