AAF Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, AAF Wealth Management, LLC held in its portfolio 50 assets valued at $237,154,676 (i.e. $237.16M).
The most valuable assets in the portfolio included: ISHARES TR ($58.58M), VANGUARD INDEX FDS ($35.23M), and ISHARES TR ($34.61M).
The chart below shows the top 10 valuable assets, and the table below shows the top 50 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
AAF Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 85528 | 58581219 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 184455 | 35229071 | VALUE ETF |
| ISHARES TR | 419662 | 34613756 | CORE MSCI INTL |
| INVESCO EXCH TRADED FD TR II | 104860 | 26521138 | NASDAQ 100 ETF |
| VANGUARD WHITEHALL FDS | 240698 | 21662859 | INTL HIGH ETF |
| ISHARES TR | 191249 | 12622443 | CORE S&P MCP ETF |
| APPLE INC | 21138 | 5746770 | COM |
| ISHARES TR | 56339 | 5040060 | CORE MSCI EAFE |
| ALPHABET INC | 14671 | 4603982 | CAP STK CL C |
| VANGUARD INDEX FDS | 8963 | 2601329 | MID CAP ETF |
| FIDELITY COVINGTON TRUST | 54408 | 2076745 | ENHANCED LARGE |
| MICROSOFT CORP | 3615 | 1748202 | COM |
| SPDR S&P 500 ETF TR | 2485 | 1694533 | TR UNIT |
| ISHARES TR | 3553 | 1681750 | RUS 1000 GRW ETF |
| INVESCO EXCHANGE TRADED FD T | 75681 | 1664979 | INTL DIVI ACHI |
| META PLATFORMS INC | 2492 | 1645197 | CL A |
| ALPHABET INC | 4790 | 1499362 | CAP STK CL A |
| ISHARES TR | 11237 | 1350482 | CORE S&P SCP ETF |
| AMAZON COM INC | 4954 | 1143484 | COM |
| VANGUARD INDEX FDS | 2255 | 1100051 | GROWTH ETF |
| ISHARES TR | 10564 | 994719 | MSCI USA MIN VOL |
| BERKSHIRE HATHAWAY INC DEL | 1785 | 897231 | CL B NEW |
| NVIDIA CORPORATION | 4726 | 881413 | COM |
| INVESCO QQQ TR | 1238 | 760430 | UNIT SER 1 |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 2316 | 703678 | SPONSORED ADS |
| ISHARES TR | 3311 | 696495 | RUS 1000 VAL ETF |
| SCHWAB STRATEGIC TR | 28705 | 690064 | INTL EQTY ETF |
| J P MORGAN EXCHANGE TRADED F | 12926 | 659989 | MORTGAGE BACKED |
| ISHARES TR | 2669 | 656947 | RUSSELL 2000 ETF |
| ISHARES TR | 1684 | 628811 | RUS 1000 ETF |
| ISHARES TR | 6033 | 580825 | RUS MID CAP ETF |
| VANGUARD INDEX FDS | 850 | 533235 | S&P 500 ETF SHS |
| ISHARES TR | 5823 | 492855 | CORE MSCI TOTAL |
| VANGUARD INDEX FDS | 1252 | 419775 | TOTAL STK MKT |
| ISHARES INC | 5731 | 385270 | CORE MSCI EMKT |
| JOHNSON & JOHNSON | 1833 | 379241 | COM |
| CAPITAL GROUP GROWTH ETF | 8033 | 357228 | SHS CREATION UNI |
| RTX CORPORATION | 1887 | 346117 | COM |
| TJX COS INC NEW | 1855 | 285005 | COM |
| SPDR GOLD TR | 719 | 284947 | GOLD SHS |
| VANGUARD INTL EQUITY INDEX F | 4960 | 266637 | FTSE EMR MKT ETF |
| UNION PAC CORP | 1109 | 256459 | COM |
| VANGUARD INDEX FDS | 789 | 248476 | LARGE CAP ETF |
| VANGUARD INDEX FDS | 934 | 240873 | SMALL CP ETF |
| PROCTER AND GAMBLE CO | 1635 | 234331 | COM |
| BROADCOM INC | 672 | 232614 | COM |
| J P MORGAN EXCHANGE TRADED F | 2505 | 232464 | ACTIVE GROWTH |
| VISA INC | 572 | 200601 | COM CL A |
| ACRIVON THERAPEUTICS INC | 10678 | 25734 | COMMON STOCK |
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