13F

Investor

Affinity Capital Advisors, LLC

CIK 0001810023 · filed 2026-04-13 · SEC filing

13F book

$713.2M

Positions

181

16 new · 8 sold

Largest name

9.6%

Ishares Tr

Est. mark

−$23.4M

Price effect on 165 names still held. Flow $14M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr105K$68.6M9.6%−$3.27MAdded−$1.99M
Ishares Tr1.37M$63.1M8.9%−$478.4KCut−$1.42M
Vanguard Index Fds306.5K$60.1M8.4%$1.58MAdded$2.21M
Vanguard Growth Etf136.9K$59.8M8.4%−$6.9MAdded−$6.15M
Apple Inc.AAPL210.5K$53.4M7.5%−$3.8MCut−$7.65M
Ishares Tr424.3K$31.6M4.4%$1.22MAdded$1.9M
Ishares Inc404.8K$28.2M4.0%$965.3KAdded$2.58M
Ishares Tr149.4K$21.1M3.0%−$1.13MCut−$1.3M
Ishares 0-3 Month198.2K$19.9M2.8%$45.2KAdded$3.74M
Ishares Tr158.1K$17.6M2.5%−$365.6KAdded$1.28M
Select Sector Spdr Tr127K$16.9M2.4%−$1.39MAdded−$1.16M
Ishares Tr293.2K$16.7M2.3%−$161.8KAdded$1.18M
Ishares Tr161K$16.2M2.3%−$149.3KAdded$238.2K
Spdr Series Trust142.5K$14M2.0%−$947.6KAdded$2.45M
Ishares Tr38.6K$12.3M1.7%−$961.8KCut−$4.56M
Ishares Tr162.8K$11M1.5%$245.5KAdded$404.8K
Schwab Us Aggregate Bond400.8K$9.31M1.3%−$60.1KCut−$84.1K
Ishares Tr187.9K$8.93M1.3%−$56.4KCut−$110.7K
Vanguard Index Fds14.5K$8.69M1.2%−$280.5KAdded$2.75M
Schwab Strategic Tr288.8K$8.41M1.2%−$1.01MCut−$1.04M
Ishares Tr79.1K$7.16M1.0%$84.7KAdded$87.3K
Microsoft CorpMSFT15K$5.55M0.8%−$1.7MCut−$1.99M
Ishares Tr11.5K$4.9M0.7%−$538.6KCut−$822.5K
Meta Platforms, Inc.META7.73K$4.42M0.6%−$614.6KAdded−$190.1K
Schwab Strategic Tr140.1K$4.27M0.6%$124.6KCut$36.9K
Eli Lilly & CoLLY4.6K$4.23M0.6%−$712.4KCut−$767.2K
Invesco Qqq Tr6.45K$3.72M0.5%−$223KAdded$31K
Nvidia CorpNVDA21.2K$3.69M0.5%−$205.6KAdded$526.4K
Ishares Tr16.3K$3.49M0.5%$54.4KCut$47.3K
Alphabet Inc12K$3.44M0.5%−$323.2KCut−$430.5K
Vanguard Bd Index Fds40.5K$3.18M0.4%−$16.2KCut−$148.8K
Mcdonalds CorpMCD9.88K$3.07M0.4%$50.9KCut$32.3K
Exxon Mobil Corp17.9K$3.03M0.4%$880.9KCut$459.7K
Vanguard World Fd26.9K$3.02M0.4%−$233.6KCut−$272.2K
Ishares Inc38.3K$3.01M0.4%$229.2KCut−$6.53K
Spdr Series Trust51.9K$2.94M0.4%−$8.32KAdded$882.7K
Spdr S&P 500 Etf Tr4.36K$2.84M0.4%−$137.7KCut−$158.9K
Alphabet Inc8.99K$2.59M0.4%−$207.2KAdded$35.8K
Unity Software Inc.U114.9K$2.52M0.4%−$2.54MAdded−$2.53M
Amazon Com IncAMZN12K$2.51M0.4%−$259.1KAdded−$143.7K
Vanguard Index Fds8.69K$2.49M0.4%−$24.2KAdded$172.8K
Vanguard World Fd3.5K$2.44M0.3%−$153KAdded$381.5K
Schwab Strategic Tr75.7K$2.34M0.3%$67.4KCut$52.9K
Seagate Technology Hldngs Pl5.98K$2.34M0.3%$695.4KCut$528K
Ishares Tr18.5K$2.3M0.3%$75.3KAdded$107.5K
Tesla, Inc.TSLA6.06K$2.25M0.3%−$472.3KCut−$690K
Schwab Strategic Tr89.4K$2.21M0.3%$62KAdded$112.3K
Vanguard Index Fds8.33K$2.18M0.3%$31.5KAdded$141.2K
Spdr Series Trust44.3K$2.14M0.3%$64.7KCut$47.7K
Vanguard Tax-Managed Fds30.5K$1.95M0.3%$49.1KCut$11K
Netflix IncNFLX18.3K$1.76M0.2%$40.6KAdded$168.3K
Ishares Tr19.9K$1.73M0.2%−$9.34KCut−$343.4K
Ametek Inc/AME7.68K$1.65M0.2%$69.5KCut$20.2K
Mastercard IncMA3.19K$1.6M0.2%−$209.3KAdded−$82.9K
Ishares Tr10.4K$1.51M0.2%$48.6KCut−$52K
Ishares Tr4.67K$1.46M0.2%−$42.9KCut−$107.5K
Ishares Tr20.3K$1.38M0.2%−$12.9KAdded$32.8K
Ishares Tr12.1K$1.38M0.2%−$81.1KAdded$92.5K
Berkshire Hathaway Inc Del2.71K$1.3M0.2%−$63.5KCut−$150.5K
Ishares Tr54.1K$1.25M0.2%−$13.4KCut−$74.4K
Deere & CoDE2.15K$1.21M0.2%$208.2KAdded$220K
Ishares Tr29.6K$1.17M0.2%$48.3KCut$42.3K
Arteris, Inc.AIP71.2K$1.17M0.2%New
Caterpillar IncCAT1.64K$1.16M0.2%$219.9KAdded$233.3K
Jpmorgan Chase & Co.3.81K$1.12M0.2%−$107KCut−$206.5K
Spdr Series Trust19.7K$1.05M0.1%−$62.3KCut−$64.6K
Royal Bk Cda6.44K$1.04M0.1%−$55.9KAdded−$52.2K
Visa Inc.V3.44K$1.04M0.1%−$166.9KCut−$188.3K
Ishares Tr5.47K$1.04M0.1%$45.8KHeld
Toronto Dominion Bk Ont10.8K$1.01M0.1%−$9.43KAdded$11.8K
Dimensional Etf Trust25.6K$996.6K0.1%−$18.7KHeld
Invesco Exch Traded Fd Tr Ii41.7K$994.6K0.1%−$12KAdded−$7.71K
Procter And Gamble CoPG6.2K$896.1K0.1%$7.09KAdded$8.54K
Costco Whsl Corp New864$860.8K0.1%$104.8KAdded$188.5K
Walmart Inc.WMT6.88K$854.8K0.1%$80.4KAdded$159.1K
AbbVie Inc.ABBV3.82K$830.4K0.1%−$42KCut−$84.7K
Vanguard Intl Equity Index F15K$811.9K0.1%$4.31KAdded$7.6K
Canadian Imperial Bank Of Co8.51K$805.8K0.1%$35.2KAdded$35.4K
Dbx Etf Tr16K$789.3K0.1%$20.6KCut−$255.1K
Palantir Technologies Inc.PLTR5.2K$761.1K0.1%−$162.4KAdded−$156.5K
Ishares Tr6.7K$757.5K0.1%−$68KCut−$71.9K
Synopsys IncSNPS1.71K$677.6K0.1%−$125.2KCut−$175K
Chevron Corp NewCVX3.25K$672K0.1%$161KAdded$221.4K
Oracle Corp4.56K$670.2K0.1%−$194.1KAdded−$121.3K
Kla CorpKLAC447$658.2K0.1%$110.9KAdded$134.5K
Cadence Design System Inc2.36K$654.7K0.1%−$75.2KAdded−$22.7K
Home Depot, Inc.HD1.89K$621.7K0.1%−$28.7KCut−$37.4K
Boston Scientific CorpBSX9.87K$619.1K0.1%New
Canadian Natl Ry Co6K$616.6K0.1%$23.5KHeld
Ishares Tr1.64K$607.8K0.1%−$26.5KAdded−$26.1K
Johnson & JohnsonJNJ2.43K$594.4K0.1%$91.2KCut$89.3K
Vanguard Whitehall Fds6.69K$591.7K0.1%−$16.9KAdded$75.5K
Ishares Tr12.5K$587.2K0.1%$13KCut$12.2K
Merck & Co., Inc.MRK4.88K$586.7K0.1%$71.1KAdded$88.8K
Altria Group, Inc.MO8.74K$576.8K0.1%$68.8KAdded$100.9K
Ishares Tr6K$573.7K0.1%$3.24KCut−$1.04K
Expedia Group, Inc.EXPE2.41K$555.8K0.1%−$126.2KCut−$126.5K
Ishares Tr8.9K$551K0.1%$19.8KHeld
International Business Machs2.27K$549.6K0.1%−$121.9KCut−$173.1K
Canadian Pacific Kansas City6.93K$545.5K0.1%$34.9KHeld
Cisco Sys Inc7K$542.8K0.1%$3.92KCut−$88.5K
Vanguard Admiral Fds Inc2.55K$519.6K0.1%−$2.79KCut−$22.9K
Northrop Grumman Corp752$513K0.1%$83.2KAdded$89.4K
Bank America Corp10.3K$501.6K0.1%−$64.3KCut−$105.2K
Invesco Exchange Traded Fd T10.6K$496.3K0.1%$690Cut$83
Ishares Inc8.13K$491.3K0.1%$21KCut−$88.7K
Broadcom Inc.AVGO1.58K$487.8K0.1%−$57.7KCut−$107.2K
Schwab Charles Corp5.05K$474.3K0.1%−$26.6KAdded$25.8K
Lam Research CorpLRCX2.05K$438K0.1%$87.1KCut−$16.7K
At&T Inc14.8K$430.2K0.1%$57.1KAdded$88.4K
Vanguard Instl Index Fd5.5K$416.1K0.1%$1.21KHeld
Ishares Tr3.99K$412.4K0.1%$4.15KCut−$972
Arista Networks, Inc.ANET3.25K$398.4K0.1%−$25.3KAdded−$2.92K
Taiwan Semiconductor Mfg Ltd1.16K$392.7K0.1%$32KAdded$107.3K
Schwab Strategic Tr13.9K$387.6K0.1%$4.83KAdded$182.2K
Life360 Inc9.39K$383.4K0.1%−$219KHeld
Schwab Strategic Tr14.8K$380K0.1%−$11.9KAdded$127.7K
Ishares Tr3.85K$374.6K0.1%$3.7KCut$3.51K
Comfort Sys Usa Inc267$368.2K0.1%$106.5KAdded$145.1K
Intel CorpINTC8.24K$363.8K0.1%$59.6KCut−$15.7K
Amgen IncAMGN1.02K$357.7K0.1%$24.8KCut$19.5K
Nextera Energy Inc3.79K$351.7K0.0%$47.7KCut$28.6K
Twilio IncTWLO2.79K$351.7K0.0%−$45.3KAdded−$40.9K
Salesforce, Inc.CRM1.84K$343.4K0.0%−$142.7KAdded−$139.9K
Colgate Palmolive CoCL3.97K$338.2K0.0%$24.6KAdded$24.7K
Burlington Stores, Inc.BURL1.03K$334.8K0.0%$37.6KCut−$232.8K
Pepsico IncPEP2.15K$333.6K0.0%$20.1KAdded$87.9K
Constellation Energy CorpCEG1.17K$326.2K0.0%−$86.5KCut−$104.5K
RTX CorpRTX1.59K$305.9K0.0%$15.1KCut$14.9K
British Amern Tob Plc5.2K$303.9K0.0%$8.84KAdded$33.5K
Ishares Tr7.13K$303.1K0.0%$8.09KCut−$40.5K
Blackstone Inc.BX2.6K$299K0.0%−$101.8KCut−$133.9K
Vanguard Index Fds3.35K$297K0.0%$742Cut−$18.5K
American Elec Pwr Co Inc2.26K$296.8K0.0%$35.7KCut$23.4K
Texas Instrs Inc1.51K$293.9K0.0%$31.1KAdded$31.9K
3M COMMM2.01K$291.5K0.0%−$29.8KCut−$49.7K
Verizon Communications IncVZ5.77K$289.7K0.0%New
Boeing Co1.39K$277.4K0.0%−$25.2KCut−$28.9K
Eaton Corp PlcETN768$274.7K0.0%$30.1KCut$21.2K
Ge Aerospace959$272.1K0.0%−$18.2KAdded$41.4K
Ishares Tr2.56K$271.5K0.0%−$2.03KAdded$45.1K
Select Sector Spdr Tr4.42K$271.1K0.0%$73.2KCut$38.8K
Vanguard Index Fds845$271K0.0%−$12.1KCut−$19.5K
Grayscale Bitcoin Trust EtfGBTC5.13K$270.4K0.0%−$80KHeld
Wells Fargo Co New3.38K$269.4K0.0%−$44.4KAdded−$35.2K
New Jersey Res Corp4.86K$267.1K0.0%$39.7KAdded$58.9K
Bhp Group Ltd3.67K$267K0.0%New
Stryker CorpSYK804$264.3K0.0%−$18.1KAdded−$17.5K
S&P Global Inc.SPGI621$264.1K0.0%−$59.6KAdded−$56.2K
GE Vernova Inc.GEV302$263.6K0.0%New
Philip Morris Intl Inc1.59K$263.2K0.0%$7.74KAdded$8.24K
Dimensional Etf Trust7.73K$262.7K0.0%$9.59KHeld
Ishares Tr10.4K$261.8K0.0%−$1.85KCut−$3.03K
Cigna GroupCI968$258.2K0.0%New
Pfizer IncPFE9.16K$257.3K0.0%New
Vanguard Scottsdale Fds3.15K$249.6K0.0%−$1.45KCut−$29.4K
Vanguard World Fd3.48K$249.6K0.0%$383Held
Aflac IncAFL2.25K$247.2K0.0%−$1.26KHeld
Disney Walt Co2.56K$246.9K0.0%−$33.8KAdded$25.3K
Shopify Inc.SHOP2.04K$241.4K0.0%−$64.2KAdded−$2.48K
Consolidated Edison IncED2.11K$239.3K0.0%$29.3KHeld
Schwab Strategic Tr4.88K$238.6K0.0%New
Block H & R Inc7.43K$235.8K0.0%−$55.6KAdded$30.9K
Ishares Tr2.5K$235K0.0%−$5.88KCut−$11.8K
Bank Montreal Que1.71K$231.4K0.0%$8.99KAdded$21.3K
Quanta Svcs Inc418$229.5K0.0%New
Vanguard Whitehall Fds3.47K$228.1K0.0%−$6.05KCut−$6.79K
Schwab Strategic Tr7.75K$225.2K0.0%New
Comcast Corp New7.58K$217.5K0.0%New
Electronic Arts Inc.EA1.06K$217.1K0.0%−$489Cut−$24.6K
Entergy Corp New1.93K$216.3K0.0%$38.4KCut−$3.78K
Ishares Tr871$216.1K0.0%$1.56KAdded$7.51K
Ishares Tr2.07K$205.3K0.0%−$1.29KAdded−$98
Dimensional Etf Trust4.21K$204.1K0.0%New
Spdr Gold Tr471$202.7K0.0%New
Ishares Tr4.17K$202.1K0.0%−$1.21KCut−$33.9K
Corning Inc1.48K$200.8K0.0%New
Clarivate PlcCLVT16K$40.6K0.0%New
Wipro LtdWIT13.6K$28.9K0.0%New
Esperion Therapeutics Inc Ne10K$27.4K0.0%−$9.6KHeld
RenovoRx, Inc.RNXT13.3K$13.4K0.0%$2.26KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.