Aaf Wealth Management, LLC Top Holdings and 13F Report (2025) About Aaf Wealth Management, LLCInvestment ActivityAaf Wealth Management, LLC has $219.54 million in total holdings as of June 30, 2025.Aaf Wealth Management, LLC owns shares of 47 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 13.85% of the portfolio was purchased this quarter.About 5.53% of the portfolio was sold this quarter.This quarter, Aaf Wealth Management, LLC has purchased 47 new stocks and bought additional shares in 19 stocks.Aaf Wealth Management, LLC sold shares of 20 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $52,631,142iShares Core MSCI International Developed Markets ETF $29,693,050Vanguard Value ETF $24,635,305Invesco NASDAQ 100 ETF $19,800,438iShares MSCI USA Min Vol Factor ETF $16,908,260 Largest New Holdings this Quarter 46429B697 - iShares MSCI USA Min Vol Factor ETF $16,908,260 Holding46654Q575 - J P MORGAN EXCHANGE TRADED F $631,240 Holding67066G104 - NVIDIA $478,872 Holding00206R102 - AT&T $218,089 Holding11135F101 - Broadcom $215,733 Holding Largest Purchases this Quarter iShares MSCI USA Min Vol Factor ETF 180,124 shares (about $16.91M)iShares Core S&P 500 ETF 7,905 shares (about $4.91M)SPDR Gold Shares 8,456 shares (about $2.58M)Vanguard International High Dividend Yield ETF 24,034 shares (about $1.93M)Vanguard Value ETF 4,715 shares (about $833.33K) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 18,816 shares (about $1.17M)iShares Core S&P Small-Cap ETF 8,483 shares (about $927.08K)Invesco NASDAQ 100 ETF 1,280 shares (about $290.69K)Vanguard Mid-Cap ETF 823 shares (about $230.29K)Meta Platforms 262 shares (about $193.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAaf Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$52,631,142$4,908,208 ▲10.3%84,76624.0%ETFIDEViShares Core MSCI International Developed Markets ETF$29,693,050$490,839 ▲1.7%390,49213.5%ETFVTVVanguard Value ETF$24,635,305$833,331 ▲3.5%139,38711.2%ETFQQQMInvesco NASDAQ 100 ETF$19,800,438$290,689 ▼-1.4%87,1889.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$16,908,260$16,908,260 ▲New Holding180,1247.7%ETFVYMIVanguard International High Dividend Yield ETF$16,600,869$1,925,363 ▲13.1%207,2267.6%ETFIJHiShares Core S&P Mid-Cap ETF$11,239,423$1,166,965 ▼-9.4%181,2235.1%ETFGLDSPDR Gold Shares$10,584,917$2,577,642 ▲32.2%34,7244.8%FinanceIEFAiShares Core MSCI EAFE ETF$4,714,748$131,897 ▼-2.7%56,4782.1%ETFAAPLApple$4,158,806$101,559 ▲2.5%20,2701.9%Computer and TechnologyVOVanguard Mid-Cap ETF$2,584,115$230,290 ▼-8.2%9,2351.2%ETFGOOGAlphabet$2,441,577$68,827 ▲2.9%13,7641.1%Computer and TechnologyMETAMeta Platforms$1,899,218$193,391 ▼-9.2%2,5730.9%Computer and TechnologyFIDELITY COVINGTON TRUST$1,854,511$5,104 ▼-0.3%53,7700.8%ENHANCED LARGEPIDInvesco International Dividend Achievers ETF$1,623,504$85,752 ▼-5.0%79,1950.7%ManufacturingIWFiShares Russell 1000 Growth ETF$1,515,276$255,164 ▲20.2%3,5690.7%ETFIJRiShares Core S&P Small-Cap ETF$1,424,002$927,077 ▼-39.4%13,0300.6%ETFMSFTMicrosoft$1,201,588$257,128 ▲27.2%2,4160.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$985,043$82,190 ▲9.1%1,5940.4%FinanceVUGVanguard Growth ETF$948,725$2,192 ▲0.2%2,1640.4%ETFAMZNAmazon.com$866,372$12,286 ▲1.4%3,9490.4%Retail/WholesaleGOOGLAlphabet$786,688$31,898 ▲4.2%4,4640.4%Computer and TechnologyBRK.BBerkshire Hathaway$761,931$51,961 ▼-6.4%1,5690.3%FinanceBRK.ABerkshire Hathaway$728,8000.0%10.3%FinanceIWDiShares Russell 1000 Value ETF$693,700$138,857 ▲25.0%3,5720.3%ETFJ P MORGAN EXCHANGE TRADED F$631,240$631,240 ▲New Holding12,5770.3%MORTGAGE BACKEDSCHFSchwab International Equity ETF$624,463$15,050 ▼-2.4%28,2560.3%ETFIWMiShares Russell 2000 ETF$600,275$29,561 ▼-4.7%2,7820.3%FinanceIWBiShares Russell 1000 ETF$597,234$1,019 ▲0.2%1,7590.3%ETFTSMTaiwan Semiconductor Manufacturing$521,889$1,586 ▲0.3%2,3040.2%Computer and TechnologyVOOVanguard S&P 500 ETF$504,000$60,798 ▼-10.8%8870.2%ETFNVDANVIDIA$478,872$478,872 ▲New Holding3,0310.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$472,642$21,153 ▼-4.3%5,1390.2%ETFIXUSiShares Core MSCI Total International Stock ETF$468,505$34,249 ▼-6.8%6,0600.2%ManufacturingVTIVanguard Total Stock Market ETF$323,708$9,726 ▼-2.9%1,0650.1%ETFRTXRTX$294,801$101,479 ▼-25.6%2,0190.1%AerospaceJPMJPMorgan Chase & Co.$286,789$22,908 ▼-7.4%9890.1%FinanceJNJJohnson & Johnson$278,028$1,528 ▲0.6%1,8200.1%MedicalVVisa$277,850$30,872 ▲12.5%7830.1%Business ServicesPGProcter & Gamble$275,804$19,279 ▲7.5%1,7310.1%Consumer StaplesHONHoneywell International$267,579$1,397 ▼-0.5%1,1490.1%Multi-Sector ConglomeratesVWOVanguard FTSE Emerging Markets ETF$263,743$17,016 ▼-6.1%5,3320.1%ETFCSCOCisco Systems$226,462$52,175 ▼-18.7%3,2640.1%Computer and TechnologyVVVanguard Large-Cap ETF$224,5580.0%7870.1%ETFTAT&T$218,089$218,089 ▲New Holding7,5360.1%Computer and TechnologyAVGOBroadcom$215,733$215,733 ▲New Holding7830.1%Computer and TechnologyUNPUnion Pacific$204,892$204,892 ▲New Holding8910.1%TransportationDIASPDR Dow Jones Industrial Average ETF Trust$0$7,645,812 ▼-100.0%00.0%FinanceCVXChevron$0$305,663 ▼-100.0%00.0%EnergyQQQInvesco QQQ$0$292,590 ▼-100.0%00.0%FinanceMRKMerck & Co., Inc.$0$226,729 ▼-100.0%00.0%MedicalIBMInternational Business Machines$0$206,739 ▼-100.0%00.0%Computer and TechnologyACRVAcrivon Therapeutics$0$21,677 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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