Affiance Financial, LLC — 13F holdings

Affiance Financial, LLC reported 111 holdings worth $701M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $136M (19.4%)
  2. AGG ISHARES TR — $96.0M (13.7%)
  3. VTI VANGUARD INDEX FDS — $92.1M (13.1%)
  4. IEFA ISHARES TR — $41.2M (5.9%)
  5. VEA VANGUARD TAX-MANAGED FDS — $36.8M (5.3%)
  6. IWF ISHARES TR — $34.4M (4.9%)
  7. VTV VANGUARD INDEX FDS — $24.3M (3.5%)
  8. AKRE PROFESIONALLY MANAGED PORTFO — $18.2M (2.6%)
  9. VXF VANGUARD INDEX FDS — $16.1M (2.3%)
  10. SPEM SPDR INDEX SHS FDS — $13.4M (1.9%)