Voya Financial Advisors, Inc.

RIA/Wealth

Voya Financial Advisors, Inc. is a RIA/Wealth based in Sunny Isles Beach, FL led by Bruce Alan Dehaan, reporting $2.7B in AUM as of Q3 2025 with 77% ETF concentration, 71% concentrated in top 10 holdings, 20% allocation to VV, and minimal technology exposure.

PresidentBruce Alan Dehaan

Portfolio Value: $1.0B
Positions: 221
Top Holding: VV at 20.47%
Last Reported: Q3 2025

Address16690 Collins Avenue, Sunny Isles Beach, FL, 33160, United States

Top Holdings

Largest long holdings in Voya Financial Advisors, Inc.'s portfolio (71.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Large-Cap VV	ETF ETF	$212.2M	20.47%	+$1.9M Bought	— 691.5K shares	Q1 2017 Held for 8y 8m
2 Vanguard Total Bond Market BND	ETF ETF	$144.0M	13.89%	+$9.4M Bought	— 1.9M shares	Q1 2015 Held for 10y 8m
3 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$101.8M	9.82%	+$3.5M Bought	— 1.4M shares	Q1 2015 Held for 10y 8m
4 iShares Broad USD Investment Grade Corporate Bond USIG	ETF ETF	$45.6M	4.40%	+$987.0K Bought	— 872.5K shares	Q4 2023 Held for 1y 11m
5 SPDR Portfolio Long Term Treasury SPTL	ETF ETF	$45.5M	4.39%	+$2.8M Bought	— 1.7M shares	Q4 2023 Held for 1y 11m
6 Vanguard Extended Market VXF	ETF ETF	$44.8M	4.32%	-$812.1K Sold	— 213.4K shares	Q2 2016 Held for 9y 5m
7 iShares Core S&P 500 ETF IVV	ETF ETF	$41.5M	4.01%	-$5.5M Sold	— 62.3K shares	Q1 2015 Held for 10y 8m
8 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$38.2M	3.68%	-$4.5M Sold	— 321.8K shares	Q1 2015 Held for 10y 8m
9 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$36.1M	3.48%	-$4.6M Sold	— 553.8K shares	Q1 2015 Held for 10y 8m
10 Vanguard Short-Term Bond BSV	ETF ETF	$30.5M	2.94%	+$2.2M Bought	— 386.3K shares	Q1 2015 Held for 10y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Voya Financial Advisors, Inc.'s latest filing

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Market Value

$1.0B

Prior: $991.3M

Q/Q Change

+4.56%

+$45.2M

Net Flows % of MV

-0.513%

Turnover Ratio

3.6%

New Purchases

3 stocks

$1.8M

Added To

67 stocks

+$31.8M

Sold Out Of

15 stocks

$4.3M

Reduced Holdings

144 stocks

-$34.7M

Increased Positions

Position	Shares Δ	Change
1 Masco MAS	New	0 → 17.8K +$1.2M
2 Samsara IOT	New	0 → 8.6K +$321.1K
3 Alkami Technology, Inc. ALKT	New	0 → 9.7K +$243.7K
4 Align Technology ALGN	+142.44%	1.1K → 2.7K +$202.3K
5 Financial Select Sector SPDR Fund XLF	+102.27%	7.2K → 14.5K +$397.4K

Decreased Positions

Position	Shares Δ	Change
1 Ansys ANSS	Sold	1.5K → 0 −$523.6K
2 KBE SPDR S&P Bank ETF KBE	Sold	8.5K → 0 −$473.2K
3 Kenvue KVUE	Sold	17.9K → 0 −$372.8K
4 Boston Scientific BSX	Sold	2.7K → 0 −$282.3K
5 Reinsurance Group of America RGA	Sold	1.4K → 0 −$276.5K

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Analytics

Portfolio insights and performance metrics for Voya Financial Advisors, Inc.

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Sector Allocation

ETF

77.20%

Technology

4.90%

Financial Services

3.70%

Healthcare

2.80%

Communication Services

2.50%

Consumer Cyclical

2.40%

Industrials

1.90%

Energy

1.40%

Consumer Defensive

1.00%

Utilities

0.70%

Basic Materials

0.30%

Real Estate

0.30%

Market Cap Distribution

Mega Cap (> $200B)

9.15%

Large Cap ($10B - $200B)

11.71%

Mid Cap ($2B - $10B)

0.61%

Small Cap ($300M - $2B)

0.01%

Nano Cap (< $50M)

0.20%

N/A (ETF or Unknown)

78.33%

Portfolio Concentration

Top 10 Holdings %

71.4%

Top 20 Holdings %

78.86%

Top 50 Holdings %

87.51%

Top 100 Holdings %

94.33%