Aznar Financial Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 19, 2026), Aznar Financial Advisors, LLC reported 31 stock positions worth $104.1 million. Its top holding was iShares Core S&P Midcap ETF (IJH) at 14.2% of the portfolio, followed by Vanguard Short-Term Bond ETF (BSV, 12.4%) and Vanguard Total Corporate BND (VTC, 9.8%).
- Most Recent 13F
- Q4 2025
- Location
- MORRIS PLAINS, NJ
- CIK
- 0002072140
- Portfolio Value
- $104.1M (Q4 2025)
- SEC Filing
- 0002072140-26-000002 ↗ filed Feb 19, 2026
Holdings 31 stocks · $104.1M
| IJH iShares Core S&P Midcap ETF | 14.21% | 224,097 | $14.8M | — |
| BSV Vanguard Short-Term Bond ETF | 12.40% | 163,758 | $12.9M | — |
| VTC Vanguard Total Corporate BND | 9.84% | 131,901 | $10.2M | — |
| VGIT Vanguard Intermediate-Term T | 8.11% | 140,848 | $8.4M | — |
| DFAI Dimensional International Co. | 7.87% | 214,986 | $8.2M | — |
| IAGG iShares Intl Aggregate Bond | 7.38% | 153,494 | $7.7M | — |
| STIP iShares 0-5 Year Tips Bond E | 6.65% | 67,576 | $6.9M | — |
| VIG Vanguard Dividend Apprec ETF | 6.13% | 29,011 | $6.4M | — |
| DFAU Dimensional US Core Equity M | 5.67% | 125,999 | $5.9M | — |
| IVV iShares Core S&P 500 ETF | 3.65% | 5,543 | $3.8M | — |
| DFAE Dimensional Emerging Core Eq | 2.31% | 73,716 | $2.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.28% | 7,078 | $2.4M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.58% | 18,388 | $1.6M | — |
| SCZ iShares MSCI Eafe Small-Cap | 1.39% | 18,637 | $1.4M | — |
| IXUS iShares Core Intl Stock ETF | 1.30% | 16,002 | $1.4M | — |
| EFAV iShares MSCI Eafe Min Vol Fa | 1.30% | 15,637 | $1.3M | — |
| AAPL Apple Inc. | 1.10% | 4,224 | $1.1M | — |
| DFAR Dimensional US Real Est ETF | 1.09% | 49,529 | $1.1M | — |
| BND Vanguard Total Bond Market | 1.08% | 15,119 | $1.1M | — |
| RSP Invesco S&P 500 Equal Weight | 0.90% | 4,888 | $936K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.51% | 4,634 | $527K | — |
| DFAS Dimensional US Small Cap ETF | 0.47% | 6,987 | $487K | — |
| JNJ Johnson & Johnson | 0.40% | 2,033 | $421K | — |
| IEMG iShares Core MSCI Emerging | 0.39% | 6,011 | $404K | — |
| VCIT Vanguard Int-Term Corporate | 0.36% | 4,465 | $374K | — |
| SCHD Schwab US DVD Equity ETF | 0.32% | 12,174 | $334K | — |
| PG The Procter & Gamble Co. | 0.30% | 2,175 | $312K | — |
| PM Philip Morris International | 0.30% | 1,940 | $311K | — |
| EEM iShares MSCI Emerging Market | 0.29% | 5,450 | $298K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.26% | 5,511 | $266K | — |
| USRT iShares Core US REIT ETF | 0.20% | 3,599 | $205K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 31 | $104.1M | IJH, BSV, VTC, VGIT, DFAI |