Aaf Wealth Management, LLC Top Holdings and 13F Report (2025) About Aaf Wealth Management, LLCInvestment ActivityAaf Wealth Management, LLC has $185.28 million in total holdings as of March 31, 2025.Aaf Wealth Management, LLC owns shares of 47 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.65% of the portfolio was purchased this quarter.About 6.66% 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 23 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $43,187,984iShares Core MSCI International Developed Markets ETF $26,456,302Vanguard Value ETF $23,263,214Invesco NASDAQ 100 ETF $17,076,040Vanguard International High Dividend Yield ETF $13,499,425 Largest New Holdings this Quarter 92826C839 - Visa $244,049 Holding459200101 - International Business Machines $206,739 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,646 shares (about $924.88K)SPDR Gold Shares 2,557 shares (about $736.77K)Vanguard Value ETF 1,493 shares (about $257.90K)Visa 696 shares (about $244.05K)International Business Machines 831 shares (about $206.74K) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 90,306 shares (about $5.27M)Invesco NASDAQ 100 ETF 12,497 shares (about $2.41M)iShares Core S&P Small-Cap ETF 9,817 shares (about $1.03M)iShares Core MSCI EAFE ETF 7,587 shares (about $573.96K)FIDELITY COVINGTON TRUST 18,103 shares (about $564.63K) 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$43,187,984$924,883 ▲2.2%76,86123.3%ETFIDEViShares Core MSCI International Developed Markets ETF$26,456,302$551,602 ▼-2.0%384,03714.3%ETFVTVVanguard Value ETF$23,263,214$257,901 ▲1.1%134,67212.6%ETFQQQMInvesco NASDAQ 100 ETF$17,076,040$2,412,163 ▼-12.4%88,4689.2%ETFVYMIVanguard International High Dividend Yield ETF$13,499,425$230,797 ▼-1.7%183,1927.3%ETFIJHiShares Core S&P Mid-Cap ETF$11,672,270$5,269,353 ▼-31.1%200,0396.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$7,645,812$192,300 ▲2.6%18,2104.1%FinanceGLDSPDR Gold Shares$7,568,862$736,774 ▲10.8%26,2684.1%FinanceAAPLApple$4,392,577$109,065 ▲2.5%19,7752.4%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$4,392,097$573,958 ▼-11.6%58,0582.4%ETFVOVanguard Mid-Cap ETF$2,601,216$413,019 ▼-13.7%10,0581.4%ETFIJRiShares Core S&P Small-Cap ETF$2,249,608$1,026,561 ▼-31.3%21,5131.2%ETFGOOGAlphabet$2,089,732$40,307 ▲2.0%13,3761.1%Computer and TechnologyFIDELITY COVINGTON TRUST$1,681,709$564,635 ▼-25.1%53,9180.9%ENHANCED LARGEMETAMeta Platforms$1,634,239$50,728 ▲3.2%2,8350.9%Computer and TechnologyPIDInvesco International Dividend Achievers ETF$1,590,024$188,965 ▼-10.6%83,3780.9%ManufacturingIWFiShares Russell 1000 Growth ETF$1,071,894$28,531 ▼-2.6%2,9680.6%ETFBRK.BBerkshire Hathaway$892,338$133,105 ▼-13.0%1,6760.5%FinanceSPYSPDR S&P 500 ETF Trust$817,342$55,944 ▼-6.4%1,4610.4%FinanceVUGVanguard Growth ETF$800,624$9,642 ▼-1.2%2,1590.4%ETFBRK.ABerkshire Hathaway$798,4420.0%10.4%FinanceAMZNAmazon.com$740,606$70,199 ▲10.5%3,8930.4%Retail/WholesaleMSFTMicrosoft$712,977$97,617 ▲15.9%1,8990.4%Computer and TechnologyGOOGLAlphabet$662,288$25,360 ▲4.0%4,2830.4%Computer and TechnologyIWMiShares Russell 2000 ETF$582,401$37,510 ▼-6.1%2,9190.3%FinanceSCHFSchwab International Equity ETF$572,365$19,780 ▼-3.3%28,9370.3%ETFIWBiShares Russell 1000 ETF$538,596$920 ▲0.2%1,7560.3%ETFIWDiShares Russell 1000 Value ETF$537,490$20,506 ▼-3.7%2,8570.3%ETFVOOVanguard S&P 500 ETF$510,969$1,542 ▲0.3%9940.3%ETFIWRiShares Russell Mid-Cap ETF$456,754$106,596 ▼-18.9%5,3690.2%ETFIXUSiShares Core MSCI Total International Stock ETF$453,963$61,012 ▼-11.8%6,5030.2%ManufacturingTSMTaiwan Semiconductor Manufacturing$381,340$996 ▲0.3%2,2970.2%Computer and TechnologyRTXRTX$359,492$5,563 ▲1.6%2,7140.2%AerospaceCVXChevron$305,663$3,179 ▼-1.0%1,8270.2%EnergyVTIVanguard Total Stock Market ETF$301,520$5,222 ▼-1.7%1,0970.2%ETFJNJJohnson & Johnson$300,092$17,740 ▲6.3%1,8100.2%MedicalQQQInvesco QQQ$292,590$202,562 ▼-40.9%6240.2%FinancePGProcter & Gamble$274,385$26,416 ▲10.7%1,6100.1%Consumer StaplesJPMJPMorgan Chase & Co.$261,942$9,075 ▼-3.3%1,0680.1%FinanceVWOVanguard FTSE Emerging Markets ETF$256,895$14,574 ▲6.0%5,6760.1%ETFCSCOCisco Systems$247,806$15,796 ▼-6.0%4,0160.1%Computer and TechnologyHONHoneywell International$244,570$15,034 ▲6.5%1,1550.1%Multi-Sector ConglomeratesVVisa$244,049$244,049 ▲New Holding6960.1%Business ServicesMRKMerck & Co., Inc.$226,729$19,478 ▲9.4%2,5260.1%MedicalIBMInternational Business Machines$206,739$206,739 ▲New Holding8310.1%Computer and TechnologyVVVanguard Large-Cap ETF$202,3060.0%7870.1%ETFACRVAcrivon Therapeutics$21,6770.0%10,6780.0%MedicalXLVHealth Care Select Sector SPDR Fund$0$209,113 ▼-100.0%00.0%ETFPPSIPioneer Power Solutions$0$183,785 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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