First Affirmative Financial Network

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$257.7M
Q ending 2026-03-31
Prior quarter
Q ending 2025-12-31
Change
QoQ · +19.2% YoY
Positions
325
reported holdings

Largest positions

Top 100 of 325 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Spdr Series TrustSHEShares$14.0M110K
Nvidia CorporationNVDAShares$9.5M54K
Spdr Series TrustSPTSShares$8.5M292K
Apple IncAAPLShares$8.3M33K
Vanguard Scottsdale FdsVGITShares$6.5M109K
Microsoft CorpMSFTShares$6.1M16K
American Centy Etf TrTAXFShares$5.9M118K
Alphabet IncGOOGLShares$5.0M17K
Vanguard Wellington FdVTESShares$4.7M47K
Vanguard Mun Bd FdsVTEBShares$4.5M91K
Taiwan Semiconductor ManufacTSMShares$4.5M13K
Ishares TrDSIShares$4.1M34K
Alphabet IncGOOGShares$3.9M14K
Tidal Trust IJSTCShares$3.6M183K
Cisco Sys IncCSCOShares$2.9M37K
Amazon Com IncAMZNShares$2.8M13K
Mastercard IncorporatedMAShares$2.8M6K
Broadcom IncAVGOShares$2.6M9K
Visa IncVShares$2.4M8K
Applied Matls IncAMATShares$2.4M7K
Procter & Gamble CoPGShares$2.3M16K
Asml Hldg NvShares$2.1M2K
Netflix Inc.NFLXShares$2.0M21K
American Express CoAXPShares$1.9M6K
Novartis AgNVSShares$1.9M13K
Johnson & JohnsonJNJShares$1.8M8K
Eli Lilly & CoLLYShares$1.7M2K
Chunghwa Telecom Co LtdCHTShares$1.7M40K
Pimco Etf TrEMNTShares$1.6M16K
Sap SeSAPShares$1.6M9K
Astrazeneca PlcShares$1.5M7K
Meta Platforms IncMETAShares$1.4M2K
Advanced Micro Devices IncAMDShares$1.3M7K
Proshares TrTBXShares$1.3M47K
Lam Research CorpLRCXShares$1.3M6K
Merck & Co IncMRKShares$1.3M11K
Ea Series TrustCHGXShares$1.2M46K
Abbvie IncABBVShares$1.2M6K
Coca Cola CoKOShares$1.2M15K
Stryker CorporationSYKShares$1.2M4K
Costco Wholesale CorporationCOSTShares$1.2M1K
Analog Devices IncADIShares$1.1M4K
Unilever PlcULShares$1.1M20K
WabtecWABShares$1.1M4K
Micron Technology IncMUShares$1.1M3K
Danaher Corp DelDHRShares$1.1M6K
Equinix IncEQIXShares$1.0M1K
Takeda Pharmaceutical Co LtdTAKShares$1.0M56K
Toyota Motor CorpTMShares$1.0M5K
Ase Technology Hldg Co LtdASXShares$1.0M47K
Tesla IncTSLAShares$987K3K
Salesforce IncCRMShares$965K5K
Cme Group IncCMEShares$939K3K
Linde PlcShares$935K2K
Thermo Fisher Scientific IncTMOShares$931K2K
Oracle CorpORCLShares$908K6K
Realty Income CorpOShares$904K15K
Home Depot IncHDShares$898K3K
Intuitive Surgical IncISRGShares$896K2K
International Business MachsIBMShares$872K4K
American Wtr Wks Co Inc NewAWKShares$851K6K
Ishares TrSUBShares$850K8K
Automatic Data Processing InADPShares$833K4K
Chubb Ltd SwitzShares$812K2K
Amgen IncAMGNShares$810K2K
Palo Alto Networks IncPANWShares$808K5K
Pepsico IncPEPShares$793K5K
Johnson Controls InternationShares$792K6K
Trane Technologies PlcShares$780K2K
At&T IncTShares$774K27K
Ares Capital CorpARCCShares$769K43K
Telus CorporationTUShares$762K59K
Prudential PlcPUKShares$752K26K
Jpmorgan Chase & CoJPMShares$742K3K
Tjx Cos Inc NewTJXShares$741K5K
New York Life Invts Active ECPLBShares$731K35K
Spdr Series TrustSHMShares$725K15K
Kla CorpKLACShares$717K487
Walmart IncWMTShares$716K6K
Ing Groep N.V.INGShares$716K27K
Illinois Tool Wks IncITWShares$716K3K
Te Connectivity PlcShares$713K3K
Canadian Pacific Kansas CityCPShares$690K9K
Nokia CorpNOKShares$657K82K
Abbott LaboratoriesABTShares$653K6K
IntuitINTUShares$647K1K
Welltower IncWELLShares$647K3K
Comcast Corp NewCMCSAShares$642K22K
Grupo Cibest SaCIBShares$641K9K
Canadian Natl Ry CoCNIShares$636K6K
Ecolab IncECLShares$635K2K
T-Mobile Us IncTMUSShares$627K3K
Bank Nova Scotia B CBNSShares$626K9K
Verizon Communications IncVZShares$623K12K
Deere & CoDEShares$619K1K
Dell Technologies IncDELLShares$614K4K
Disney Walt CoDISShares$607K6K
Booking Holdings IncBKNGShares$601K143
Lowes Cos IncLOWShares$600K3K
Qualcomm IncQCOMShares$596K5K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.