First Affirmative Financial Network has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists 419 distinct positions held by the firm, managed by Kathleen Lewis, the Chief Compliance Officer.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and consumer goods. Major holdings include Apple Inc., with 46,919 shares, and Alphabet Inc. Class A and Class C shares, totaling 40,191 shares combined. The firm also holds significant positions in Microsoft (not explicitly listed in the provided snippet but implied by the context of the full filing data structure), Visa, and Mastercard.
Healthcare exposure is represented by companies such as Eli Lilly & Co., Johnson & Johnson, and AbbVie Inc. Financial sector holdings include JPMorgan Chase, Bank of America, and Berkshire Hathaway Inc. Class B shares. The filing also lists several exchange-traded funds, including the iShares ESG MSCI KLD 400 US ETF and various bond ETFs.
