Home › AAF Wealth Management, LLC

AAF Wealth Management, LLC 13F holdings

Filed 2026-07-17 · AAF Wealth Management, LLC · 65 positions · $271.1M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
IVVISHARES TR81.3K$60.9M22.5%
VTVVANGUARD INDEX FDS175.6K$38.3M14.1%
IDEVISHARES TR408.8K$36.4M13.4%
QQQMINVESCO EXCH TRADED FD TR II98.0K$29.7M10.9%
VYMIVANGUARD WHITEHALL FDS241.4K$23.7M8.7%
IJHISHARES TR168.0K$13.0M4.8%
IDMOINVESCO EXCH TRADED FD TR II183.1K$11.0M4.1%
GLDMWORLD GOLD TR117.5K$9.3M3.4%
AAPLAPPLE INC17.6K$5.1M1.9%
IEFAISHARES TR51.6K$5.0M1.8%
GOOGALPHABET INC10.3K$3.6M1.3%
FELCFIDELITY COVINGTON TRUST53.2K$2.2M0.8%
IWFISHARES TR14.6K$1.8M0.7%
SPYSTATE STR SPDR S&P 500 ETF T2.4K$1.8M0.7%
VOVANGUARD INDEX FDS20.2K$1.6M0.6%
IJRISHARES TR10.5K$1.6M0.6%
PIDINVESCO EXCHANGE TRADED FD T64.7K$1.4M0.5%
GOOGLALPHABET INC3.8K$1.4M0.5%
METAMETA PLATFORMS INC2.2K$1.2M0.5%
TSMTAIWAN SEMICONDUCTOR MANUFAC2.4K$1.2M0.4%
VUGVANGUARD INDEX FDS12.3K$1.1M0.4%
BRK-BBERKSHIRE HATHAWAY INC DEL1.9K$933,2280.3%
MSFTMICROSOFT CORP2.4K$905,3880.3%
NVDANVIDIA CORPORATION4.4K$873,7970.3%
AAPLAPPLE INC2.8K$798,4570.3%
IWMISHARES TR2.6K$794,1750.3%
AMZNAMAZON COM INC3.2K$751,4870.3%
BRK-BBERKSHIRE HATHAWAY INC DEL1$748,8500.3%
IWDISHARES TR3.1K$745,7830.3%
SCHFSCHWAB STRATEGIC TR26.2K$727,1360.3%
QQQINVESCO QQQ TR972$715,7370.3%
IWBISHARES TR1.7K$688,3020.3%
JMTGJ P MORGAN EXCHANGE TRADED F13.1K$664,9400.2%
GLWCORNING INC2.3K$599,7240.2%
MSFTMICROSOFT CORP1.3K$503,1750.2%
IXUSISHARES TR5.2K$499,7580.2%
VOOVANGUARD INDEX FDS711$488,5130.2%
IWRISHARES TR4.3K$471,7020.2%
ESGVVANGUARD WORLD FD3.5K$457,7490.2%
ACWIISHARES INC5.5K$452,7350.2%
VTIVANGUARD INDEX FDS1.2K$446,6570.2%
JNJJOHNSON & JOHNSON1.8K$445,4060.2%
GOOGALPHABET INC1.2K$407,3900.2%
AMZNAMAZON COM INC1.6K$383,2510.1%
GOOGLALPHABET INC1.0K$368,0920.1%
RTXRTX CORPORATION1.8K$337,9890.1%
AVGOBROADCOM INC870$328,6430.1%
NVDANVIDIA CORPORATION1.6K$325,7790.1%
ESMLISHARES TR5.7K$319,3520.1%
VWOVANGUARD INTL EQUITY INDEX F4.8K$288,8960.1%
BNYBANK OF NY MELLON CORP2.0K$284,4860.1%
VXUSVANGUARD STAR FDS3.2K$273,5960.1%
VVVANGUARD INDEX FDS789$271,4530.1%
VBVANGUARD INDEX FDS893$270,7450.1%
UNPUNION PAC CORP963$261,8480.1%
IBMINTERNATIONAL BUSINESS MACHS905$254,6320.1%
INTCINTEL CORP1.7K$234,0200.1%
TJXTJX COS INC NEW1.5K$233,2530.1%
PGPROCTER & GAMBLE CO1.6K$231,3830.1%
MUMICRON TECHNOLOGY INC199$229,7040.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}