Question 1

What stocks does ASHFORD ADVISORS LLC hold in its portfolio?

Accepted Answer

ASHFORD ADVISORS LLC's top stock holdings include IVV, FNDX, VTI and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ASHFORD ADVISORS LLC's largest stock holdings?

Accepted Answer

ASHFORD ADVISORS LLC's largest stock holdings as of their last filing include IVV (valued at approximately $256.1 million), FNDX (valued at approximately $56.9 million), VTI (valued at approximately $56.5 million), SCHX (valued at approximately $38.2 million), ACWI (valued at approximately $19.0 million).

Question 3

When was ASHFORD ADVISORS LLC's last SEC filing?

Accepted Answer

ASHFORD ADVISORS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ASHFORD ADVISORS LLC recently bought or sold?

Accepted Answer

ASHFORD ADVISORS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ASHFORD ADVISORS LLC reported?

Accepted Answer

ASHFORD ADVISORS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ASHFORD ADVISORS LLC invest in?

Accepted Answer

ASHFORD ADVISORS LLC's portfolio includes Fund securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.