Affinity Wealth LLC has officially submitted its quarterly holdings report for the third quarter of 2026, revealing a diverse investment strategy that includes significant stakes in various sectors. This filing is critical as it provides insights into the firm's asset management strategies and market positioning.

Based in Canton, Ohio, Affinity Wealth LLC is an asset management firm that specializes in managing investments for clients across multiple sectors. The firm operates under the Central Index Key (CIK) 0002111764 and has been actively filing reports with the SEC, including its latest 13F-HR submission on November 3, 2026. The firm’s fiscal year ends on December 25, and it is categorized under the entity type of 'other'.

The latest filing indicates that as of September 30, 2026, Affinity Wealth LLC holds a total of 44 different investments, with a combined value of approximately $189.14 million. The report includes a variety of assets, ranging from common stocks to exchange-traded funds (ETFs). Notably, the filing states, "The total value of the reported holdings is $189,140,434," illustrating the firm's substantial investment footprint.

This report may have implications for various stakeholders, including clients, competitors, and market analysts. Clients may view the report as a reflection of the firm's performance and investment acumen, while competitors will likely analyze the holdings to understand market trends and strategies employed by Affinity Wealth LLC.

Looking ahead, the filing does not specify any immediate next steps or upcoming actions from Affinity Wealth LLC. However, the firm is expected to continue monitoring its investments and may provide further updates in future filings.