Fund Holdings — Affiance Financial, LLC

Total Portfolio Value
$549.19M
Total Bought
$57.11M
Total Sold
$10.16M
Net Transaction
+$46.95M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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VANGUARD INDEX FDS186,789197,497+10,708106,102120,94422.02%+14,842
ISHARES TR734,676824,609+89,93372,88082,66715.05%+9,787
VANGUARD INDEX FDS184,563193,355+8,79256,09563,45311.55%+7,359
ISHARES TR40,09943,424+3,32517,02520,3403.70%+3,315
ISHARES TR
CORE MSCI EAFE
269,604285,978+16,37422,50724,9694.55%+2,462
VANGUARD TAX-MANAGED FDS531,391545,067+13,67630,29532,6605.95%+2,366
APPLE INC(AAPL)45,84445,543-3019,40611,5972.11%+2,191
VANGUARD INDEX FDS77,41581,333+3,91814,91917,0263.10%+2,108
WALMART INC(WMT)2,63720,357+17,7202582,0980.38%+1,840
VANGUARD INDEX FDS73,24779,230+5,98312,94614,7762.69%+1,830
VANGUARD INTL EQUITY INDEX F203,828214,608+10,78010,08111,6272.12%+1,546
SPDR INDEX SHS FDS
ST PORT MARK ETF
184,599195,998+11,3997,8909,1751.67%+1,285
ALPHABET INC(GOOG)14,47814,47802,5683,5260.64%+958
ALPHABET INC(GOOG)9,8549,859+51,7372,3970.44%+660
PIMCO ETF TR
ACTIVE BD ETF
47,30653,744+6,4384,3615,0170.91%+656
DONALDSON INC(DCI)07,326+7,32606000.11%+600
VANGUARD INTL EQUITY INDEX F31,35633,183+1,8274,0304,5730.83%+543
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
170,480192,243+21,7633,8364,3680.80%+532
ISHARES TR32,38934,191+1,8023,5404,0630.74%+523
ISHARES TR170,622170,026-59610,58211,0962.02%+514
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
101,343107,269+5,9264,0024,5090.82%+506
NVIDIA CORPORATION(NVDA)14,35714,488+1312,2682,7030.49%+435
ISHARES TR9,1019,072-295,6516,0721.11%+421
ISHARES TR7,25910,720+3,4617581,1420.21%+383
TESLA INC(TSLA)2,1862,285+996941,0160.19%+322
VANGUARD INDEX FDS8,0088,677+6692,2412,5490.46%+308
VANGUARD WORLD FD
INF TECH ETF
2,6442,709+651,7542,0230.37%+269
JPMORGAN CHASE & CO.(JPM)8,4458,605+1602,4482,7140.49%+266
UNITEDHEALTH GROUP INC(UNH)5,8646,023+1591,8292,0800.38%+250
BERKSHIRE HATHAWAY INC DEL3,6964,055+3591,7962,0390.37%+243
CATERPILLAR INC(CAT)0508+50802420.04%+242
NVENT ELECTRIC PLC(NVT)02,351+2,35102320.04%+232
RTX CORPORATION(RTX)01,354+1,35402270.04%+227
VANGUARD SPECIALIZED FUNDS13,61513,938+3232,7873,0080.55%+221
SPDR S&P 500 ETF TR(SPY)6,2346,108-1263,8524,0690.74%+217
INVESCO QQQ TR3,1923,287+951,7611,9740.36%+213
INSPIREMD INC(NSPR)189,122250,370+61,2484296030.11%+174
MICROSOFT CORP(MSFT)11,55111,387-1645,7465,8981.07%+152
ISHARES INC
ESG AWR MSCI EM
52,57350,779-1,7942,0592,2050.40%+146
ABBVIE INC(ABBV)2,8142,825+115226540.12%+132
ISHARES TR4,6764,800+1248109400.17%+130
ISHARES TR22,36922,36901,0791,1950.22%+115
JOHNSON & JOHNSON(JNJ)4,4264,254-1726767890.14%+113
ORACLE CORP(ORCL)5,2434,474-7691,1461,2580.23%+112
ISHARES TR10,24710,24701,9902,0860.38%+96
ISHARES TR
ESG AW MSCI EAFE
29,48529,238-2472,6312,7190.50%+88
VANGUARD STAR FDS25,18324,786-3971,7401,8210.33%+81
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,7301,826+964385150.09%+77
NORTHROP GRUMMAN CORP(NOC)65465403273980.07%+72
XCEL ENERGY INC(XEL)6,0675,989-784134830.09%+70
PRIVIA HEALTH GROUP INC(PRVA)34,74234,74207998650.16%+66
ISHARES TR31,21430,972-2421,2951,3580.25%+63
SCHWAB STRATEGIC TR14,87615,575+6994354970.09%+62
BIO-TECHNE CORP(TECH)14,83914,83907638250.15%+62
ISHARES TR24,73624,73609721,0330.19%+61
ISHARES TR14,96714,96701,3381,3970.25%+60
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
3,3953,761+3662893360.06%+47
MEDICAL PPTYS TRUST INC(MPT)56,32156,32102432860.05%+43
AMAZON COM INC(AMZN)12,36112,528+1672,7122,7510.50%+39
CHEVRON CORP NEW(CVX)1,4711,594+1232112480.05%+37
LOCKHEED MARTIN CORP(LMT)1,0151,01504705070.09%+37
VANGUARD ADMIRAL FDS INC3,7053,70503754090.07%+34
SELECT SECTOR SPDR TR
ST STR CARE ETF
6,4756,47508739010.16%+28
VANGUARD ADMIRAL FDS INC5,0305,03005285550.10%+27
ISHARES TR7,1867,18609971,0230.19%+27
ISHARES TR2,1032,067-362272480.05%+21
ISHARES TR1,9171,91703753960.07%+21
ISHARES TR2,2752,27503023230.06%+21
OLD REP INTL CORP(ORI)5,2035,20302002210.04%+21
MEDTRONIC PLC(MDT)3,0743,032-422682890.05%+21
PENTAIR PLC(PNR)2,3512,35102412600.05%+19
3M CO(MMM)9,5919,501-901,4601,4740.27%+14
UNION PAC CORP(UNP)1,8281,82804214320.08%+11
WELLS FARGO CO NEW(WFC)2,5502,55002042140.04%+9
ECOLAB INC(ECL)2,0782,07805605690.10%+9
BOEING CO(BA)1,2291,22902582650.05%+8
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
6,4856,48503643690.07%+5
HOME DEPOT INC(HD)614564-502252290.04%+3
GILEAD SCIENCES INC(GILD)2,7742,77403083080.06%0
ISHARES TR4,8004,80003143090.06%-5
PROCTER AND GAMBLE CO(PG)2,7342,803+694364310.08%-5
ISHARES TR3,6753,67502592510.05%-8
VISA INC(V)75175102672560.05%-10
EXXON MOBIL CORP2,4832,260-2232682550.05%-13
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
16,20215,915-2878218070.15%-14
PRUDENTIAL FINL INC(PFH)4,7044,711+75054890.09%-17
COSTCO WHSL CORP NEW(COST)430440+104274080.07%-18
DIAGEO PLC(DEO)3,7023,70203733530.06%-20
DISNEY WALT CO(DIS)2,5502,55003162920.05%-24
META PLATFORMS INC(META)4,6544,636-183,4353,4050.62%-30
ABBOTT LABS2,8432,620-2233873510.06%-36
MARRIOTT INTL INC NEW(MAR)3,7653,76501,0299810.18%-48
NETFLIX INC(NFLX)369364-54944360.08%-58
BLACKROCK CR ALLOCATION INCO20,00014,100-5,9002181560.03%-63
SELECT SECTOR SPDR TR
ST STR STAPL ETF
20,76920,574-1951,6821,6120.29%-69
GENERAL MLS INC(GIS)12,46911,229-1,2406465660.10%-80
HONEYWELL INTL INC(HON)2,9652,871-946906040.11%-86
SERVICENOW INC(NOW)915907-89418350.15%-106
ELI LILLY & CO(LLY)1,6361,521-1151,2751,1610.21%-115
MCDONALDS CORP(MCD)5,2624,604-6581,5371,3990.25%-138
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Affiance Financial, LLC — 13F Holdings — Q3 2025 | TickerTrail