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Holders — by stockHoldings — by fund

Affiance Financial, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1723681

$695.4M

disclosed book value

110

positions

19.2%

largest position share

Positions, as of 2026-06-30

top 100 of 110 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVANGUARD INDEX FDS194,493$133.6M19.2%
2AGGISHARES TR990,470$98.0M14.1%
3VTIVANGUARD INDEX FDS237,334$87.8M12.6%
4IEFAISHARES TR404,972$39.1M5.6%
5VEAVANGUARD TAX-MANAGED FDS520,621$37.1M5.3%
6IWFISHARES TR265,114$32.9M4.7%
7VTVVANGUARD INDEX FDS108,012$23.5M3.4%
8AKREPROFESIONALLY MANAGED PORTFO370,045$19.7M2.8%
9VXFVANGUARD INDEX FDS70,004$17.2M2.5%
10SPEMSPDR INDEX SHS FDS261,106$13.5M1.9%
11VWOVANGUARD INTL EQUITY INDEX F212,407$12.7M1.8%
12IJHISHARES TR163,824$12.6M1.8%
13BONDPIMCO ETF TR126,883$11.7M1.7%
14AAPLAPPLE INC35,289$10.2M1.5%
15CGCPCAPITAL GRP FIXED INCM ETF T369,532$8.2M1.2%
16CGDVCAPITAL GROUP DIVIDEND VALUE148,746$7.3M1.1%
17IJRISHARES TR45,380$6.7M1%
18IVVISHARES TR8,781$6.6M0.9%
19VTVANGUARD INTL EQUITY INDEX F33,815$5.3M0.8%
20GOOGALPHABET INC13,920$4.9M0.7%
21SPYSTATE STR SPDR S&P 500 ETF T5,966$4.5M0.6%
22ESGDISHARES TR39,390$4.0M0.6%
23MSFTMICROSOFT CORP10,818$4.0M0.6%
24AMZNAMAZON COM INC16,593$4.0M0.6%
25VOVANGUARD INDEX FDS47,561$3.8M0.6%
26GOOGLALPHABET INC9,275$3.3M0.5%
27VIGVANGUARD SPECIALIZED FUNDS13,972$3.3M0.5%
28EFIVSPDR SERIES TRUST45,299$3.3M0.5%
29EFGISHARES TR23,689$2.9M0.4%
30JPMJPMORGAN CHASE & CO8,532$2.8M0.4%
31ESGEISHARES INC50,876$2.8M0.4%
32VGTVANGUARD WORLD FD22,449$2.7M0.4%
33QQQINVESCO QQQ TR3,583$2.6M0.4%
34METAMETA PLATFORMS INC4,556$2.6M0.4%
35CGUSCAPITAL GROUP CORE EQUITY ET56,008$2.5M0.4%
36UNHUNITEDHEALTH GROUP INC5,824$2.4M0.3%
37VXUSVANGUARD STAR FDS25,331$2.2M0.3%
38BRK/BBERKSHIRE HATHAWAY INC DEL4,141$2.1M0.3%
39IWDISHARES TR8,391$2.0M0.3%
40WMTWALMART INC16,789$1.9M0.3%
41NVDANVIDIA CORPORATION9,386$1.9M0.3%
42LLYELI LILLY & CO1,405$1.7M0.2%
43MMM3M CO10,082$1.6M0.2%
44XLPSELECT SECTOR SPDR TR19,243$1.6M0.2%
45EFAISHARES TR15,267$1.6M0.2%
46EEMISHARES TR22,276$1.5M0.2%
47EVUSISHARES TR41,937$1.5M0.2%
48JNJJOHNSON & JOHNSON5,602$1.4M0.2%
49MARMARRIOTT INTL INC NEW3,767$1.4M0.2%
50XJHISHARES TR23,840$1.2M0.2%
51IXCISHARES TR24,768$1.2M0.2%
52IYWISHARES TR4,400$1.1M0.2%
53MCDMCDONALDS CORP4,032$1.1M0.2%
54MUBISHARES TR9,473$1.0M0.1%
55VBVANGUARD INDEX FDS3,220$976,2890.1%
56IWPISHARES TR6,631$970,8450.1%
57TSLATESLA INC2,288$962,3330.1%
58TGTTARGET CORP7,348$959,7270.1%
59TECHBIO-TECHNE CORP13,206$933,0040.1%
60XLVSELECT SECTOR SPDR TR5,721$907,7560.1%
61PRVAPRIVIA HEALTH GROUP INC34,742$893,9120.1%
62MUMICRON TECHNOLOGY INC721$832,2430.1%
63NUSCNUSHARES ETF TR15,624$814,3230.1%
64JPSTJ P MORGAN EXCHANGE TRADED F15,516$784,6700.1%
65XLKSELECT SECTOR SPDR TR3,724$709,4960.1%
66ABBVABBVIE INC2,720$684,4610.1%
67QQQINVESCO QQQ TRPUT900$662,7600.1%
68IVOOVANGUARD ADMIRAL FDS INC4,997$651,6320.1%
69ORCLORACLE CORP4,349$637,4370.1%
70CATCATERPILLAR INC578$616,4780.1%
71ECLECOLAB INC2,079$579,3680.1%
72SCHGSCHWAB STRATEGIC TR15,775$533,8570.1%
73PRUPRUDENTIAL FINL INC4,736$511,2580.1%
74PGPROCTER & GAMBLE CO3,481$510,4950.1%
75VIOOVANGUARD ADMIRAL FDS INC3,705$509,5860.1%
76UNPUNION PAC CORP1,837$499,7340.1%
77NOWSERVICENOW INC4,990$495,4070.1%
78LMTLOCKHEED MARTIN CORP944$481,0940.1%
79DCIDONALDSON INC5,072$455,3620.1%
80COSTCOSTCO WHOLESALE CORPORATION471$440,6110.1%
81IVEISHARES TR1,917$435,2740.1%
82VONVVANGUARD SCOTTSDALE FDS3,761$399,8320.1%
83GISGENERAL MILLS INC11,368$395,6240.1%
84XELXCEL ENERGY INC4,592$368,7380.1%
85NVENT ELEC PLC2,120$359,5730.1%
86VGLTVANGUARD SCOTTSDALE FDS6,485$357,8420.1%
87DVYISHARES TR2,275$355,5830.1%
88GILDGILEAD SCIENCES INC2,792$352,7480.1%
89VYMVANGUARD WHITEHALL FDS2,151$340,0780%
90NOCNORTHROP GRUMMAN CORP654$333,0890%
91KXIISHARES TR4,800$324,1440%
92STLDSTEEL DYNAMICS INC1,325$304,0350%
93NFLXNETFLIX INC.4,214$300,8800%
94DEODIAGEO PLC3,702$297,6350%
95INTCINTEL CORP2,100$293,2230%
96VVISA INC837$287,1660%
97IOOISHARES TR1,929$263,5010%
98MPTMEDICAL PROPERTIES TRUST INC56,321$260,2030%
99RTXRTX CORPORATION1,354$256,8940%
100AEPAMERICAN ELEC PWR CO INC1,860$254,4750%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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