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Affinity Wealth Management - Q1 2026 13F Filings

AF

Affinity Wealth Management LLC

CIK: 0000810672
Address: Delaware Wilmington 2751 Centerville Road Suite 110
$660.63 M
Portfolio Value
103
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. PIZ Invesco Dorsey Wright Develo
+$41.83 M
2. DE Deere & Company
+$630,333
3. HBM Hudbay Minerals
+$569,086.05
4. FPE First Trust Preferred Securities & Income Etf
+$326,671.01
5. XLV Health Care Select Sector Spdr Fund
+$304,934

Top Sells

Q1 2026
1. LRGF Ishares Us Equity Factor Etf
−$45.5 M
2. TLT Ishares 20+ Year Treasury Bond Etf
−$25.27 M
3. GRAB Grab Holdings Limited
−$5.33 M
4. FYBR Frontier Communications Parent
−$4.76 M
5. NET Cloudflare
−$4.09 M

Asset Allocation

Stocks/ETFs
-6.08%
$660.63 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Affinity Wealth Management Q1 2026 Filing Summary

Affinity Wealth Management LLC filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 660.63 M reflecting a -6.08% change from the prior quarter, spanning 103 assets. The top 10 holdings comprised 60.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 13 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Affinity Wealth Management’s Q1 2026 Filing

Affinity Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Affinity Wealth Management reported a managed portfolio value of 660.63 M, consisting of 103 individual positions.

This page displays the raw filing documents. To see which stocks Affinity Wealth Management bought or sold during Q1 2026, please visit Affinity Wealth Management's Portfolio Analysis page.