Ashford Advisors, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists Jeremiah Anthony Thisse, a Member and Chief Executive Officer of the firm, as the authorized signatory. The report identifies the firm's principal office address as 30 B Grove Street, Pittsford, NY 14534.
The information table details a portfolio consisting of 23 distinct equity securities. The largest holding in the portfolio is the iShares Core S&P 500 ETF, which is reported with 464,287,200 shares. This position is followed by the Vanguard Total Stock Market ETF, which holds 922,908,769 shares.
The remainder of the portfolio is diversified across various exchange-traded funds (ETFs). Notable positions include the Schwab Strategic Trust Schwab FDT US Large Cap ETF (808,524,771 shares), the Schwab Strategic Trust U.S. Large Cap ETF (808,524,201 shares), and the iShares MSCI ACWI ETF (464,288,257 shares). The filing also lists holdings in bond-focused ETFs, such as the Vanguard Total Bond Market ETF (161,719,44 shares), as well as international and sector-specific funds including the iShares MSCI EAFE ETF and the SPDR S&P Dividend ETF.
The filing indicates that all positions are held in a Sole capacity, with no shared voting or dispositive rights reported for the listed securities.
