What does Blackston Financial Advisory Group, LLC hold?

Blackston Financial Advisory Group, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1910984.

What is Blackston Financial Advisory Group, LLC's AUM?

Blackston Financial Advisory Group, LLC reported approximately $177.4M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $332.8M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Blackston Financial Advisory Group, LLC's holdings?

All Blackston Financial Advisory Group, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1910984. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Blackston Financial Advisory Group, LLC's 13F data updated on 13F Pro?

Blackston Financial Advisory Group, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Blackston Financial Advisory Group, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1910984

Institutional-grade research for retail investors

Sector Allocation

Other85.3%$151.3M
Technology6.8%$12.0M
Consumer Discretionary1.8%$3.1M
Consumer Staples1.5%$2.6M
Financials1.3%$2.3M
Healthcare1.3%$2.2M
Industrials1.0%$1.8M
Energy0.4%$762,901
Utilities0.2%$358,792
Materials0.2%$348,108

AUM History

13fpro.ai/research/fund/blackston-financial-advisory-group-llc-1910984

Conviction and streaks

Stable · top 10 = 64.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold11.0% weight · held 8 quarters

$Conviction hold10.7% weight · held 8 quarters

$Conviction hold7.8% weight · held 8 quarters

$Conviction hold7.4% weight · held 8 quarters

$Conviction hold6.3% weight · held 10 quarters

$Accumulating+172% shares · 4 quarters running

$Accumulating+80% shares · 4 quarters running

$AAPLAccumulating+25% shares · 3 quarters running

$Accumulating+199% shares · 3 quarters running

$Accumulating+185% shares · 3 quarters running

$Trimming-35% shares · 9 quarters running

$OKETrimming-51% shares · 9 quarters running

$Trimming-32% shares · 8 quarters running

$Trimming-90% shares · 8 quarters running

$CVSTrimming-54% shares · 8 quarters running

Largest positions — Q2 2026

VANGUARD
$19.5M
VANGUARD
$19.0M
VANGUARD
$13.8M
VANGUARD
$13.2M
VANGUARD
$11.1M
VANGUARD
$10.9M
VANGUARD
$10.1M
VANGUARD
$7.3M
VANGUARD
$5.7M
AAPL
$4.1M
VANGUARD
$3.0M
VANGUARD
$2.7M
MSFT
$2.2M
QQQ
$2.2M
NVDA
$1.9M
SIMPLIFY
$1.7M
VANGUARD
$1.7M
WMT
$1.6M
VANGUARD
$1.5M
SIMPLIFY
$1.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/blackston-financial-advisory-group-llc-1910984

Blackston Financial Advisory Group, LLC 13F holdings — Q2 2026

$177.4M portfolio (+11.2% QoQ) · 106 holdings · Q2 2026 13F · top 10 are 65% of the stock portfolio

1
VANGUARD INDEX FDS - SP 500 ETF SHS
$19.5M
11.0% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD WORLD FD - MEGA GRWTH IND
$19.0M
10.7% of stocks
+389%This quarter—Since filed—Held
AIQuality—Est. buy—
3
VANGUARD INDEX FDS - TOTAL STK MKT
$13.8M
7.8% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
VANGUARD INDEX FDS - LARGE CAP ETF
$13.2M
7.4% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$11.1M
6.3% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
6
VANGUARD WORLD FD - MEGA CAP INDEX
$10.9M
6.1% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
7
VANGUARD WORLD FD - CONSUM STP ETF
$10.1M
5.7% of stocks
-0.9%This quarter—Since filed—Held
AIQuality—Est. buy—
8
VANGUARD INDEX FDS - MID CAP ETF
$7.3M
4.1% of stocks
+291%This quarter—Since filed—Held
AIQuality—Est. buy—
9
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$5.7M
3.2% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
10
Apple Inc.
$AAPL
$4.1M
2.3% of stocks
+1%This quarter+12.4%Since filed10+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - SP 500 ETF SHS	$19.5M	11.0%	-2%	—	—	—	—
2	VANGUARD WORLD FD - MEGA GRWTH IND	$19.0M	10.7%	+389%	—	—	—	—
3	VANGUARD INDEX FDS - TOTAL STK MKT	$13.8M	7.8%	-2%	—	—	—	—
4	VANGUARD INDEX FDS - LARGE CAP ETF	$13.2M	7.4%	-3%	—	—	—	—
5	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$11.1M	6.3%	-3%	—	—	—	—
6	VANGUARD WORLD FD - MEGA CAP INDEX	$10.9M	6.1%	-2%	—	—	—	—
7	VANGUARD WORLD FD - CONSUM STP ETF	$10.1M	5.7%	-0.9%	—	—	—	—
8	VANGUARD INDEX FDS - MID CAP ETF	$7.3M	4.1%	+291%	—	—	—	—
9	VANGUARD WHITEHALL FDS - HIGH DIV YLD	$5.7M	3.2%	-3%	—	—	—	—
10	Apple Inc.$AAPL	$4.1M	2.3%	+1%	+12.4%	10+ qtrsAdded 3 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial

All holdings — Blackston Financial Advisory Group, LLC (Q2 2026)

Sort

106 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	VANGUARD WORLD FD - INF TECH ETFetf/fund	—	$3.0M	1.7%	25K	+709%	—	—	13F
12	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000GRWetf/fund	—	$2.7M	1.5%	21K	+4%	—	—	13F
13	$MSFT	MICROSOFT CORP	Technology	$2.2M	1.3%	5,981	-3%	10+ qtrsTrimmed 2 qtrs in a row	79.8	13F
14	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$2.2M	1.2%	2,934	-0.1%	10+ qtrs	—	13F
15	$NVDA	NVIDIA CORP	Technology	$1.9M	1.1%	9,499	-8%	10+ qtrs	86.0	13F
16	—	SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC	—	$1.7M	1.0%	73K	+7%	—	—	13F
17	—	VANGUARD WORLD FD - HEALTH CAR ETFetf/fund	—	$1.7M	0.9%	5,598	+2%	—	—	13F
18	$WMT	Walmart Inc.	Consumer Staples	$1.6M	0.9%	14K	-0.4%	10+ qtrs	60.1	13F
19	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000IDXetf/fund	—	$1.5M	0.9%	4,516	-16%	—	—	13F
20	—	SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES	—	$1.5M	0.9%	58K	+5%	—	—	13F
21	—	VANGUARD WORLD FD - MEGA CAP VAL ETFetf/fund	—	$1.4M	0.8%	8,395	+4%	—	—	13F
22	—	SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETFetf/fund	—	$1.3M	0.7%	44K	+7%	—	—	13F
23	—	SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME	—	$1.3M	0.7%	51K	+7%	—	—	13F
24	—	AIM ETF PRODUCTS TRUST - ALLIA US MAY ETFetf/fund	—	$1.3M	0.7%	37K	New	—	—	13F
25	—	SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETFetf/fund	—	$1.2M	0.7%	60K	+9%	—	—	13F
26	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.0M	0.6%	4,269	+0.3%
27	—	VANGUARD WORLD FD - ENERGY ETF	—	$939K	0.5%	6,254	+4%
28	—	SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM	—	$910K	0.5%	57K	+7%
29	—	VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F	—	$906K	0.5%	11K	+548%
30	—	AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF	—	$862K	0.5%	22K	-5%
31	—	AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF	—	$856K	0.5%	25K	New
32	—	VANGUARD WORLD FD - FINANCIALS ETF	—	$786K	0.4%	5,969	+5%
33	$HD	HOME DEPOT, INC.	Consumer Discretionary	$768K	0.4%	2,176	+16%
34	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$744K	0.4%	17K	New
35	—	AIM ETF PRODUCTS TRUST - ALLIA US FEB ETF	—	$742K	0.4%	21K	New
36	$DOV	DOVER Corp	Industrials	$736K	0.4%	4,691	+0.1%
37	—	ELEVATION SERIES TRUST - TRUE SE BUFF ETF	—	$724K	0.4%	26K	New
38	—	VANGUARD WORLD FD - CONSUM DIS ETF	—	$702K	0.4%	1,770	+0.9%
39	—	VANGUARD WORLD FD - INDUSTRIAL ETF	—	$682K	0.4%	1,892	+7%
40	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	—	$677K	0.4%	19K	-5%
41	—	ISHARES TR - SP 500 GRWT ETF	—	$645K	0.4%	4,689	-2%
42	$PG	PROCTER & GAMBLE Co	Consumer Staples	$621K	0.3%	4,235	+0.5%
43	—	FIRST TR EXCHANGE TRADED FD - SHS	—	$609K	0.3%	1,819	-1%
44	—	ISHARES TR - SP MC 400VL ETF	—	$601K	0.3%	4,072	+0.4%
45	$CAT	CATERPILLAR INC	Industrials	$589K	0.3%	553	+12%
46	$TSLA	Tesla, Inc.	Consumer Discretionary	$586K	0.3%	1,393	+5%
47	—	VANGUARD WORLD FD - UTILITIES ETF	—	$545K	0.3%	2,786	+22%
48	—	PIMCO ETF TR - ULTR SH GO AC FD	—	$530K	0.3%	5,249	+127%
49	—	ISHARES TR - RUSSELL 2000 ETF	—	$507K	0.3%	1,688	-2%
50	$ABBV	AbbVie Inc.	Healthcare	$501K	0.3%	1,989	+0.7%
51	$GLD	SPDR GOLD TRUST	Financials	$498K	0.3%	1,351	+7%
52	—	ISHARES TR - SP SML 600 GWT	—	$495K	0.3%	2,772	-1%
53	$DRI	DARDEN RESTAURANTS INC	Consumer Discretionary	$491K	0.3%	2,382	+9%
54	—	ISHARES TR - SP SMCP600VL ETF	—	$489K	0.3%	3,579	-1%
55	$JPM	JPMORGAN CHASE & CO	Financials	$488K	0.3%	1,491	-7%
56	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$468K	0.3%	666	-0.4%
57	$INTC	INTEL CORP	Technology	$468K	0.3%	3,353	New
58	$SPY	SPDR S&P 500 ETF TRUST	—	$454K	0.3%	608	+54%
59	$JNJ	JOHNSON & JOHNSON	Healthcare	$453K	0.3%	1,783	+0.5%
60	$MRK	Merck & Co., Inc.	Healthcare	$439K	0.3%	3,420	-3%
61	—	SIMPLIFY EXCHANGE TRADED FUN - GAMMA EMERGING	—	$435K	0.3%	16K	+7%
62	—	ISHARES TR - ISHARES SEMICDTR	—	$429K	0.2%	670	New
63	—	VANGUARD INDEX FDS - GROWTH ETF	—	$403K	0.2%	4,675	+555%
64	$GOOGL	Alphabet Inc.	Technology	$399K	0.2%	1,117	-8%
65	$META	Meta Platforms, Inc.	Technology	$386K	0.2%	686	+12%
66	$GOOG	Alphabet Inc.	Technology	$380K	0.2%	1,075	+2%
67	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	—	$378K	0.2%	12K	New
68	$AMD	ADVANCED MICRO DEVICES INC	Technology	$372K	0.2%	641	New
69	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$364K	0.2%	1,912	-9%
70	$CSCO	CISCO SYSTEMS, INC.	Technology	$364K	0.2%	3,097	-0.9%
71	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$362K	0.2%	6,820	-0.2%
72	$DUK	Duke Energy CORP	Utilities	$359K	0.2%	2,835	-4%
73	$IVZ	Invesco Ltd.	Financials	$358K	0.2%	5,557	-3%
74	—	ISHARES TR - MSCI USA MMENTM	—	$350K	0.2%	1,020	-2%
75	$SHW	SHERWIN WILLIAMS CO	Materials	$348K	0.2%	1,011	+25%
76	—	VANGUARD INDEX FDS - MCAP GR IDXVIP	—	$321K	0.2%	1,049	+22%
77	—	VANGUARD WORLD FD - COMM SRVC ETF	—	$319K	0.2%	1,734	-0.1%
78	$MU	MICRON TECHNOLOGY INC	Technology	$313K	0.2%	271	New
79	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$309K	0.2%	1,100	+2%
80	$LAMR	LAMAR ADVERTISING CO/NEW	Real Estate	$304K	0.2%	1,950	+0.8%
81	$CVS	CVS HEALTH Corp	Healthcare	$297K	0.2%	2,867	-0.1%
82	$MMM	3M CO	Healthcare	$289K	0.2%	1,788	+0.3%
83	—	ISHARES TR - US HLTHCARE ETF	—	$280K	0.2%	4,180	-1%
84	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$273K	0.1%	546	+0.6%
85	$OKE	ONEOK INC /NEW/	Energy	$272K	0.1%	3,131	-3%
86	$GRMN	GARMIN LTD	Technology	$272K	0.1%	1,143	+0.6%
87	$RTX	RTX Corp	Industrials	$268K	0.1%	1,410	+0.8%
88	$UNP	UNION PACIFIC CORP	Industrials	$257K	0.1%	943	-5%
89	$PSX	Phillips 66	Energy	$253K	0.1%	1,499	+2%
90	—	VANGUARD INDEX FDS - SML CP GRW ETF	—	$250K	0.1%	684	—
91	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$249K	0.1%	1,458	New
92	$SLV	iShares Silver Trust	Financials	$249K	0.1%	4,651	+7%
93	—	VANGUARD WELLINGTON FD - US QUALITY	—	$243K	0.1%	1,429	+0.5%
94	$COF	CAPITAL ONE FINANCIAL CORP	Financials	$241K	0.1%	1,202	New
95	$DNP	DNP SELECT INCOME FUND INC	Other	$241K	0.1%	22K	-18%
96	$MCD	MCDONALDS CORP	Consumer Discretionary	$238K	0.1%	882	+1%
97	$TRGP	Targa Resources Corp.	Energy	$237K	0.1%	885	—
98	$NWBI	Northwest Bancshares, Inc.	Financials	$235K	0.1%	16K	—
99	—	ELEVATION SERIES TRUST - TRUE QU BEAR ETF	—	$235K	0.1%	9,874	+6%
100	$AMGN	AMGEN INC	Healthcare	$231K	0.1%	639	+2%
101	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$230K	0.1%	5,434	+34%
102	$PM	Philip Morris International Inc.	Consumer Staples	$226K	0.1%	1,247	-0.6%
103	$MO	ALTRIA GROUP, INC.	Consumer Staples	$219K	0.1%	3,040	+0.1%
104	$QCOM	QUALCOMM INC/DE	Technology	$215K	0.1%	1,162	New
105	—	FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL	—	$211K	0.1%	4,949	New
106	—	SPDR SERIES TRUST - ST STR P500GRW	—	$206K	0.1%	1,734	New

What changed in Q2 2026

Against the previous quarter's 13F: 15 new, 52 added to, 36 trimmed, 15 sold out. Share-count changes; largest moves by dollar size first.

New positions (15)

AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF$1.3M
first bought this quarter
AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF$856K
first bought this quarter
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$744K
first bought this quarter
AIM ETF PRODUCTS TRUST - ALLIA US FEB ETF$742K
first bought this quarter
ELEVATION SERIES TRUST - TRUE SE BUFF ETF$724K
first bought this quarter
$INTCINTEL CORP$468K
first bought this quarter

+9 more in the Excel export

Added to (52)

VANGUARD WORLD FD - MEGA GRWTH IND+389%
now $19.0M
VANGUARD INDEX FDS - MID CAP ETF+291%
now $7.3M
VANGUARD WORLD FD - INF TECH ETF+709%
now $3.0M
VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F+548%
now $906K
VANGUARD INDEX FDS - GROWTH ETF+555%
now $403K
PIMCO ETF TR - ULTR SH GO AC FD+127%
now $530K

+46 more in the Excel export

Trimmed (36)

VANGUARD INDEX FDS - SP 500 ETF SHS-2%
now $19.5M
VANGUARD SPECIALIZED FUNDS - DIV APP ETF-3%
now $11.1M
VANGUARD INDEX FDS - LARGE CAP ETF-3%
now $13.2M
VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX-16%
now $1.5M
VANGUARD WORLD FD - MEGA CAP INDEX-2%
now $10.9M
VANGUARD INDEX FDS - TOTAL STK MKT-2%
now $13.8M

+30 more in the Excel export

Sold out (15)

FIRST TR EXCHNG TRADED FD VIwas $1.0M
AIM ETF PRODUCTS TRUSTwas $924K
AIM ETF PRODUCTS TRUSTwas $829K
$MCKMCKESSON CORPwas $750K
held 1 qtr
AIM ETF PRODUCTS TRUSTwas $741K
$XOM.R34088EXXON MOBIL CORPwas $534K

+9 more in the Excel export

Firm AUM (Form ADV): $332.8M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Blackston Financial Advisory Group, LLC has filed, 18 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Blackston Financial Advisory Group's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+2.9%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 18% over the last 4

Top 10 weight

65%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

87%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Blackston Financial Advisory Group, LLC disclosed 106 positions worth $177.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 15 new positions and exited 15. The portfolio is most concentrated in Other (85.3% of disclosed assets). All figures are sourced directly from Blackston Financial Advisory Group, LLC’s Form 13F-HR filing with the SEC under CIK 1910984.

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AI-Powered Hedge Fund Analysis: Blackston Financial Advisory Group, LLC

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Every holding in Blackston Financial Advisory Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.