Equal-WT
WhaleScore 2.0
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AF Advisors is based out of Sacramento. AF Advisors is a large advisory firm with 39 clients and discretionary assets under management (AUM) of $736,750,476 (Form ADV from 2025-03-11). Their last reported 13F filing for Q1 2025 included $528,528,526 in managed 13F securities
and a top 10 holdings concentration of 99.39%. AF Advisors's largest holding is Fair Isaac Corp with shares held of 280,597. Whalewisdom has at least 22 13F filings
Business Description
The firm provides a wide array of investment advisory services to individuals and other types of clients. The firm is a corporation formed in the State of California and has been in business as an investment adviser since 2009. The firm is owned by Jeffery Adams and Nina Adams. One of the advisory services offered is Comprehensive Portfolio Management.
The firm obtains investment research products and services that are generally used to service all of its clients. The firm is required to specifically describe to its clients the types of products or services that it is acquiring and to permit them to evaluate possible conflicts of interest. There is no guarantee that the investment strategies discussed will work under all market conditions and each investor should evaluate his/her ability to maintain any investment he/she is considering in light of his/her own investment time horizon. Investments are subject to risk, including possible loss of principal.
Owners
- ADAMS, NINA, ENGINEER - OWNER AND INVESTMENT ADVISER REPRESENTATIVE
- ADAMS, JEFFREY, SHERBURNE - PRESIDENT AND CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| MMM 3M Co. | 0.04% |
| T AT&T, Inc. | 0.04% |
| ABBV AbbVie Inc | 0.04% |
| SCHB Schwab U.S. Broad Ma | 0.03% |
| DVY iShares Select Divid | 0.02% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| FICO Fair Isaac Corp | 0.48% |
| VGT Vanguard Information | 0.04% |
| MSFT Microsoft Corporatio | 0.03% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| FICO Fair Isaac Corp | 97.91% |
| WFC Wells Fargo & Co | 0.44% |
| VTI Vanguard Total Stock | 0.27% |
| CVX Chevron Corp. | 0.14% |
| CAT Caterpillar Inc | 0.13% |
2025-03-31
13F Activity
| Market Value | $0.53b, Prior: $0.72b |
| Inflows (Outflows) as % of Total MV | (-26.7503)% |
| New Purchases | 3 stocks |
| Added To | 4 stocks |
| Sold out of | 2 stocks |
| Reduced holdings in | 4 stocks |
| Top 10 Holdings % | 99.39% |
| Turnover %[1] | 20.83% |
| Turnover Alt %[2] | 0.12% |
| Time Held Top 20 | 11.4 quarters |
| Time Held Top 10 | 12.3 quarters |
| Time Held All | 12.95 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31