Aznar Financial Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 90.9%; sector active share 85.5% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
31 tracked positions · as of Dec 31, 2025Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 97.9% | $101,484,405 |
| Technology | 1.1% | $1,148,336 |
| Consumer Defensive | 0.6% | $622,875 |
| Healthcare | 0.4% | $420,729 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IJH |
iShares Core S&P Mid-Cap ETF
|
First | 224,097 | $14,790,402 | 14.27% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
First | 163,758 | $12,905,767 | 12.45% | |
| VTC |
VANGUARD TOTAL CORPORATE BOND ETF
|
First | 131,901 | $10,240,793 | 9.88% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
First | 140,848 | $8,441,020 | 8.14% | |
| DFAI |
Dimensional International Core Equity Market ETF
|
First | 214,986 | $8,193,116 | 7.90% | |
| IAGG |
iShares Core International Aggregate Bond ETF
|
First | 153,494 | $7,676,234 | 7.40% | |
| STIP |
iShares 0-5 Year TIPS Bond ETF
|
First | 67,576 | $6,919,106 | 6.67% | |
| VIG |
Vanguard Specialized Funds
|
First | 29,011 | $6,376,037 | 6.15% | |
| DFAU |
Dimensional US Core Equity Market ETF
|
First | 125,999 | $5,896,753 | 5.69% | |
| IVV |
iShares Core S&P 500 ETF
|
First | 5,543 | $3,796,622 | 3.66% | |
| DFAE |
Dimensional Emerging Core Equity Market ETF
|
First | 73,716 | $2,400,930 | 2.32% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
First | 7,078 | $2,373,041 | 2.29% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
First | 18,388 | $1,644,990 | 1.59% | |
| SCZ |
iShares MSCI EAFE Small-Cap ETF
|
First | 18,637 | $1,444,926 | 1.39% | |
| IXUS |
iShares Core MSCI Total International Stock ETF
|
First | 16,002 | $1,354,409 | 1.31% | |
| EFAV |
iShares MSCI EAFE Min Vol Factor ETF
|
First | 15,637 | $1,348,691 | 1.30% | |
| AAPL |
Apple Inc.
Technology
|
First | 4,224 | $1,148,336 | 1.11% | |
| DFAR |
Dimensional US Real Estate ETF
|
First | 49,529 | $1,134,263 | 1.09% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
First | 15,119 | $1,119,864 | 1.08% | |
| RSP |
Victory Portfolios II
|
First | 4,888 | $936,345 | 0.90% | |
| IJS |
iShares S&P Small-Cap 600 Value ETF
|
First | 4,634 | $526,978 | 0.51% | |
| DFAS |
Dimensional U.S. Small Cap ETF
|
First | 6,987 | $486,784 | 0.47% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 2,033 | $420,729 | 0.41% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
First | 4,465 | $373,943 | 0.36% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
First | 12,174 | $333,932 | 0.32% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 2,175 | $311,699 | 0.30% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 1,940 | $311,176 | 0.30% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
First | 5,450 | $298,169 | 0.29% | |
| BNDX |
Vanguard Total International Bond ETF
|
First | 5,511 | $266,291 | 0.26% | |
| USRT |
iShares Core U.S. REIT ETF
|
First | 3,599 | $204,999 | 0.20% | |
| IEMG |
iShares Trust
|
First | 6,011 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.