Ashford Advisors, LLC — 13F holdings

Ashford Advisors, LLC reported 23 holdings worth $485M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. IVV ISHARES TR — $256M (52.8%)
  2. FNDX SCHWAB STRATEGIC TR — $56.9M (11.7%)
  3. VTI VANGUARD INDEX FDS — $56.5M (11.6%)
  4. SCHX SCHWAB STRATEGIC TR — $38.2M (7.9%)
  5. ACWI ISHARES TR — $19.0M (3.9%)
  6. BND VANGUARD BD INDEX FDS — $18.2M (3.8%)
  7. SCHB Schwab Strategic Tr — $16.1M (3.3%)
  8. ESGV VANGUARD WORLD FD — $4.75M (1.0%)
  9. IWB ISHARES TR — $3.73M (0.8%)
  10. EFA ISHARES TR — $3.64M (0.8%)