13F filer

Affinity Capital Advisors

As of Sep 30, 2026 Filed Oct 13, 2026 CIK 1810023 SEC filings ↗

13F Value

$855.8M

Positions

233

Top Position

IVV9.4%

Top 5

41.7%

Latest filing changes

vs Jun 30, 2026

1 IUSB iShares Core Universal USD Bond ETF +12.6%+$8.0M

2 EFG iShares MSCI EAFE Growth ETF +30.7%+$6.5M

3 SGOV iShares 0-3 Month Treasury Bond ETF +32.9%+$5.9M

4 VOO Vanguard 500 Index Fund — ETF Shares +42.1%+$4.5M

5 NVDA NVIDIA +72.5%+$4.1M

Holdings233

#							Trend (4Q)
1	IVV iShares Core S&P 500 ETF	9.4%	$80.6M	-4.7%	103.0K	10.1%		ETF
2	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	8.9%	$75.9M	-2.0%	824.9K	9.0%	—	ETF
3	IUSB iShares Core Universal USD Bond ETF	8.3%	$71.4M	+12.6%	1.62M	8.2%		ETF
4	VTV Vanguard Morningstar Value Index Fund — ETF Shares	7.8%	$66.4M	-1.5%	301.0K	8.3%		ETF
5	AAPL Apple	7.3%	$62.4M	-4.4%	185.3K	7.5%		Common Stock
6	IEMG iShares Core MSCI Emerging Markets ETF	3.9%	$33.5M	-1.4%	411.1K	4.2%		ETF
7	EFV iShares MSCI EAFE Value ETF	3.6%	$30.6M	-11.4%	392.0K	4.3%		ETF
8	EFG iShares MSCI EAFE Growth ETF	3.3%	$27.8M	+30.7%	231.4K	2.7%		ETF
9	ESGU iShares ESG Aware MSCI USA ETF	2.9%	$24.5M	-1.9%	143.9K	3.0%		ETF
10	SGOV iShares 0-3 Month Treasury Bond ETF	2.8%	$23.8M	+32.9%	236.6K	2.2%		ETF
11	XLK State Street(R) Technology Select Sector SPDR(R) ETF	2.7%	$23.2M	-2.9%	116.5K	2.7%		ETF
12	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	2.1%	$17.8M	-0.8%	141.8K	2.1%		ETF
13	CMF iShares California Muni Bond ETF	1.8%	$15.8M	-0.3%	292.3K	2.1%		ETF
14	VOO Vanguard 500 Index Fund — ETF Shares	1.8%	$15.3M	+42.1%	21.4K	1.3%		ETF
15	IJH iShares Core S&P Mid-Cap ETF	1.4%	$12.2M	+2.4%	166.3K	1.5%		ETF
16	EAGG iShares ESG Aware U.S. Aggregate Bond ETF	1.2%	$10.5M	+16.9%	232.9K	1.2%		ETF
17	SCHG Schwab U.S. Large-Cap Growth ETF	1.2%	$10.4M	-1.8%	283.1K	1.2%		ETF
18	SCHZ Schwab US Aggregate Bond ETF	1.2%	$10.3M	+25.8%	465.2K	1.1%		ETF
19	NVDA NVIDIA	1.1%	$9.8M	+72.5%	42.7K	0.6%		Common Stock
20	TLH iShares 10-20 Year Treasury Bond ETF	1.1%	$9.2M	-36.3%	99.7K	1.9%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing12

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.