AFFINITY WEALTH MANAGEMENT
RIA/Wealth
AFFINITY WEALTH MANAGEMENT is a RIA/Wealth based in Canton, OH led by Michael Joseph Sicuranza, reporting $760.1M in AUM as of Q3 2025 with 68% ETF concentration and 57% concentrated in top 10 holdings.
CEOMichael Joseph Sicuranza
- Portfolio Value
- $677.6M
- Positions
- 107
- Top Holding
- QQQ at 7.74%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in AFFINITY WEALTH MANAGEMENT's portfolio (56.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $52.4M | 7.74% | -$72.0K Sold | — 87.3K shares | |
ETF ETF | $45.1M | 6.66% | +$197.4K Bought | — 653.3K shares | |
ETF ETF | $44.6M | 6.58% | +$302.5K Bought | — 662.8K shares | |
ETF ETF | $43.2M | 6.38% | +$276.3K Bought | — 319.6K shares | |
ETF ETF | $37.9M | 5.59% | +$44.2K Bought | — 161.1K shares | |
ETF ETF | $35.3M | 5.20% | +$22.9K Bought | — 628.6K shares | |
ETF ETF | $35.3M | 5.20% | +$266.9K Bought | — 654.6K shares | |
ETF ETF | $34.8M | 5.14% | +$414.2K Bought | — 294.3K shares | |
ETF ETF | $31.1M | 4.60% | +$734.1K Bought | — 348.6K shares | |
ETF ETF | $26.0M | 3.84% | +$215.7K Bought | — 1.4M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in AFFINITY WEALTH MANAGEMENT's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for AFFINITY WEALTH MANAGEMENT
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