AF Advisors, Inc.
RIA/Wealth
AF Advisors, Inc. is a RIA/Wealth based in Sacramento, CA led by Jeffrey Sherburne Adams, reporting $737.1M in AUM as of Q3 2025 with 86% Technology concentration, 97% concentrated in top 10 holdings, 85% allocation to FICO, and 86% technology allocation.
PresidentJeffrey Sherburne Adams
- Portfolio Value
- $246.2M
- Positions
- 30
- Top Holding
- FICO at 84.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in AF Advisors, Inc.'s portfolio (97.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Application Technology | $209.0M | 84.89% | -$237.9K Sold | 0.58% 139.7K shares | |
ETF ETF | $11.1M | 4.51% | — | — 78.9K shares | |
ETF ETF | $7.3M | 2.97% | — | — 128.0K shares | |
ETF ETF | $4.2M | 1.69% | — | — 90.0K shares | |
Banks - Diversified Financial Services | $2.7M | 1.09% | — | 0.00% 32.0K shares | |
ETF ETF | $1.7M | 0.69% | — | — 5.1K shares | |
Semiconductors Technology | $1.1M | 0.44% | -$6.0K Sold | 0.00% 5.8K shares | |
Agricultural - Machinery Industrials | $983.4K | 0.40% | — | 0.00% 2.1K shares | |
ETF ETF | $784.2K | 0.32% | — | — 1.6K shares | |
ETF ETF | $692.3K | 0.28% | -$1.4K Sold | — 26.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in AF Advisors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+0.4% | |
+0.21% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-1.68% | |
-0.55% | |
-0.23% | |
-0.23% | |
-0.2% |
Analytics
Portfolio insights and performance metrics for AF Advisors, Inc.
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