Fund Holdings

Affinity Capital Advisors, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR0198,182+198,182019,948,9542.80%+19,948,954
VANGUARD INDEX FDS014,545+14,54508,691,1071.22%+8,691,107
ISHARES INC0404,774+404,774028,233,0023.96%+28,233,002
SPDR SERIES TRUST0142,503+142,503013,952,4721.96%+13,952,472
VANGUARD INDEX FDS0306,490+306,490060,133,3608.43%+60,133,360
ISHARES TR0424,349+424,349031,550,3194.42%+31,550,319
ISHARES TR0158,138+158,138017,611,8012.47%+17,611,801
ISHARES TR0293,236+293,236016,673,3732.34%+16,673,373
ARTERIS INC(AIP)071,152+71,15201,169,7390.16%+1,169,739
SPDR SERIES TRUST051,923+51,92302,937,8030.41%+2,937,803
BOSTON SCIENTIFIC CORP(BSX)09,866+9,8660619,0920.09%+619,092
SEAGATE TECHNOLOGY HLDNGS PL05,976+5,97602,341,1580.33%+2,341,158
NVIDIA CORPORATION(NVDA)021,186+21,18603,694,8320.52%+3,694,832
EXXON MOBIL CORP(XOM)017,861+17,86103,030,2970.42%+3,030,297
ISHARES TR0162,794+162,794010,993,5011.54%+10,993,501
VANGUARD WORLD FD03,497+3,49702,440,2170.34%+2,440,217
VERIZON COMMUNICATIONS INC(VZ)05,770+5,7700289,6540.04%+289,654
BHP BILLITON LIMITED03,670+3,6700266,9670.04%+266,967
GE VERNOVA INC(GEV)0302+3020263,6190.04%+263,619
THE CIGNA GROUP(CI)0968+9680258,2140.04%+258,214
PFIZER INC(PFE)09,163+9,1630257,2890.04%+257,289
SCHWAB STRATEGIC TR04,877+4,8770238,6320.03%+238,632
ISHARES TR0161,026+161,026016,218,5872.27%+16,218,587
CATERPILLAR INC(CAT)01,642+1,64201,163,0560.16%+1,163,056
QUANTA SVCS INC0418+4180229,4900.03%+229,490
SCHWAB STRATEGIC TR07,746+7,7460225,2430.03%+225,243
CHEVRON CORPORATION(CVX)03,248+3,2480671,9750.09%+671,975
DEERE & CO(DE)02,152+2,15201,211,9640.17%+1,211,964
COMCAST CORP NEW(CCZ)07,576+7,5760217,5140.03%+217,514
DIMENSIONAL ETF TRUST04,211+4,2110204,0650.03%+204,065
SPDR GOLD TR(GLD)0471+4710202,6670.03%+202,667
CORNING INC(GLW)01,476+1,4760200,7520.03%+200,752
COSTCO WHOLESALE CORPORATION(COST)0864+8640860,8280.12%+860,828
SCHWAB STRATEGIC TR013,916+13,9160387,5610.05%+387,561
VANGUARD INDEX FDS08,685+8,68502,494,2030.35%+2,494,203
NETFLIX INC.(NFLX)018,335+18,33501,762,8790.25%+1,762,879
WALMART INC(WMT)06,878+6,8780854,8080.12%+854,808
COMFORT SYS USA INC(FIX)0267+2670368,1900.05%+368,190
VANGUARD INDEX FDS08,332+8,33202,182,3060.31%+2,182,306
KLA CORP(KLAC)0447+4470658,1670.09%+658,167
SCHWAB STRATEGIC TR014,821+14,8210380,0100.05%+380,010
SCHWAB STRATEGIC TR089,369+89,36902,211,8870.31%+2,211,887
ISHARES TR018,478+18,47802,296,9860.32%+2,296,986
TAIWAN SEMICONDUCTOR MANUFAC(TSM)01,162+1,1620392,6980.06%+392,698
ALTRIA GROUP INC(MO)08,741+8,7410576,8400.08%+576,840
ISHARES TR012,109+12,10901,375,6140.19%+1,375,614
NORTHROP GRUMMAN CORP(NOC)0752+7520513,0440.07%+513,044
JOHNSON & JOHNSON(JNJ)02,432+2,4320594,4130.08%+594,413
MERCK & CO INC(MRK)04,877+4,8770586,6540.08%+586,654
AT&T INC(T)014,838+14,8380430,1660.06%+430,166
PEPSICO INC(PEP)02,148+2,1480333,5740.05%+333,574
ISHARES TR079,143+79,14307,164,8101.00%+7,164,810
VANGUARD WHITEHALL FDS06,689+6,6890591,7090.08%+591,709
NEW JERSEY RES CORP(NJR)04,864+4,8640267,1310.04%+267,131
SCHWAB STRATEGIC TR075,699+75,69902,343,6520.33%+2,343,652
SPDR SERIES TRUST044,330+44,33002,142,0040.30%+2,142,004
ISHARES TR016,342+16,34203,491,8520.49%+3,491,852
ISHARES TR05,471+5,47101,037,2730.15%+1,037,273
ISHARES TR02,558+2,5580271,5320.04%+271,532
ISHARES TR029,602+29,60201,174,6070.16%+1,174,607
GE AEROSPACE(GE)0959+9590272,1350.04%+272,135
CLARIVATE PLC(CLVT)016,031+16,031040,5580.01%+40,558
SELECT SECTOR SPDR TR04,425+4,4250271,0510.04%+271,051
SCHWAB STRATEGIC TR0140,050+140,05004,271,5290.60%+4,271,529
ALPHABET INC(GOOG)08,991+8,99102,585,4110.36%+2,585,411
CANADIAN IMPERIAL BANK OF CO(CM)08,505+8,5050805,8490.11%+805,849
CANADIAN PACIFIC KANSAS CITY(CP)06,935+6,9350545,5070.08%+545,507
BRITISH AMERN TOB PLC(BTI)05,197+5,1970303,8690.04%+303,869
ISHARES TR020,284+20,28401,378,0950.19%+1,378,095
MCDONALDS CORP(MCD)09,885+9,88503,072,1490.43%+3,072,149
TEXAS INSTRS INC(TXN)01,514+1,5140293,9110.04%+293,911
INVESCO QQQ TR06,452+6,45203,724,1870.52%+3,724,187
BLOCK H & R INC07,428+7,4280235,7650.03%+235,765
CONSOLIDATED EDISON INC(ED)02,114+2,1140239,2630.03%+239,263
WIPRO LTD(WIT)013,629+13,629028,8930.00%+28,893
NEXTERA ENERGY INC(NEE)03,786+3,7860351,6730.05%+351,673
SCHWAB CHARLES CORP(SCHW)05,046+5,0460474,2630.07%+474,263
DISNEY WALT CO(DIS)02,562+2,5620246,9280.03%+246,928
COLGATE PALMOLIVE CO(CL)03,969+3,9690338,2370.05%+338,237
CANADIAN NATL RY CO(CNI)06,000+6,0000616,6200.09%+616,620
AMERICAN ELEC PWR CO INC02,264+2,2640296,7650.04%+296,765
BANK MONTREAL MEDIUM01,710+1,7100231,4310.03%+231,431
EATON CORP PLC(ETN)0768+7680274,6910.04%+274,691
AMETEK INC07,681+7,68101,646,4990.23%+1,646,499
ISHARES TR08,904+8,9040551,0380.08%+551,038
AMGEN INC(AMGN)01,017+1,0170357,6800.05%+357,680
RTX CORPORATION(RTX)01,586+1,5860305,9390.04%+305,939
ISHARES TR012,487+12,4870587,1530.08%+587,153
TORONTO DOMINION BK ONT(TD)010,817+10,81701,009,3340.14%+1,009,334
VANGUARD TAX-MANAGED FDS030,499+30,49901,954,3490.27%+1,954,349
DIMENSIONAL ETF TRUST07,732+7,7320262,6560.04%+262,656
PROCTER & GAMBLE CO(PG)06,204+6,2040896,1490.13%+896,149
PHILIP MORRIS INTL INC(PM)01,592+1,5920263,1670.04%+263,167
VANGUARD INTL EQUITY INDEX F015,022+15,0220811,9170.11%+811,917
ISHARES TR0871+8710216,1180.03%+216,118
ISHARES TR03,853+3,8530374,6270.05%+374,627
RENOVORX INC013,279+13,279013,4120.00%+13,412
VANGUARD INSTL INDEX FD05,500+5,5000416,0750.06%+416,075
VANGUARD WORLD FD03,480+3,4800249,5850.03%+249,585
INVESCO EXCHANGE TRADED FD T010,619+10,6190496,3320.07%+496,332
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