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Aaf Wealth Management, LLC Top Holdings and 13F Report (2026)

About Aaf Wealth Management, LLC

Investment Activity

  • Aaf Wealth Management, LLC has $243.80 million in total holdings as of March 31, 2026.
  • Aaf Wealth Management, LLC owns shares of 54 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 5.59% of the portfolio was purchased this quarter.
  • About 1.36% of the portfolio was sold this quarter.
  • This quarter, Aaf Wealth Management, LLC has purchased 50 new stocks and bought additional shares in 13 stocks.
  • Aaf Wealth Management, LLC sold shares of 25 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

921910733 - Vanguard ESG U.S. Stock ETF
$763,156 Holding
219350105 - Corning
$288,107 Holding
46435U663 - iShares ESG Aware MSCI USA Small-Cap ETF
$273,613 Holding
30231G102 - ExxonMobil
$253,673 Holding
921909768 - Vanguard Total International Stock ETF
$247,009 Holding

Largest Purchases this Quarter

SPDR Gold Shares
22,903 shares (about $9.85M)
Vanguard ESG U.S. Stock ETF
6,797 shares (about $763.16K)
iShares Core S&P 500 ETF
864 shares (about $564.37K)
Invesco NASDAQ 100 ETF
1,766 shares (about $419.64K)
Corning
2,119 shares (about $288.11K)

Largest Sales this Quarter

iShares Core MSCI EAFE ETF
3,959 shares (about $358.41K)
Apple
706 shares (about $179.18K)
Invesco International Dividend Achievers ETF
7,950 shares (about $176.86K)
Alphabet
380 shares (about $109.01K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAaf Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$56,432,149$564,374 â–²1.0%86,39223.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$36,135,219$54,936 â–¼-0.2%184,17514.8%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$34,273,855$797,257 â–¼-2.3%410,12214.1%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$25,336,581$419,639 â–²1.7%106,62610.4%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$22,762,782$79,444 â–²0.4%241,5419.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$13,000,829$85,763 â–²0.7%192,5195.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$10,164,311$9,854,932 â–²3,185.4%23,6224.2%Finance
Apple Inc. stock logo
AAPL
Apple
$5,185,630$179,182 â–¼-3.3%20,4322.1%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$4,741,990$358,410 â–¼-7.0%52,3801.9%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$4,099,589$109,009 â–¼-2.6%14,2911.7%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,532,735$41,355 â–¼-1.6%8,8191.0%ETF
FIDELITY COVINGTON TRUST
$1,936,540$36,851 â–¼-1.9%53,3920.8%ENHANCED LARGE
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,601,751$14,307 â–¼-0.9%2,4630.7%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,515,1630.0%3,5530.6%ETF
Invesco International Dividend Achievers ETF stock logo
PID
Invesco International Dividend Achievers ETF
$1,506,757$176,857 â–¼-10.5%67,7310.6%Manufacturing
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,479,175$53,216 â–²3.7%2,5850.6%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,382,339$14,544 â–¼-1.0%11,1200.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,379,810$41,824 â–²3.1%3,7280.6%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,379,404$2,013 â–²0.1%4,7970.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,015,317$16,453 â–¼-1.6%4,8750.4%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,006,824$182,599 â–²22.2%5,7730.4%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$952,260$32,761 â–¼-3.3%2,1800.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$897,063$41,690 â–²4.9%1,8720.4%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$807,393$24,671 â–²3.2%2,3890.3%Computer and Technology
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$763,156$763,156 â–²New Holding6,7970.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$718,1400.0%10.3%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$714,5150.0%1,2380.3%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$669,488$38,037 â–¼-5.4%3,1330.3%ETF
J P MORGAN EXCHANGE TRADED F
$664,132$4,896 â–²0.7%13,0220.3%MORTGAGE BACKED
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$662,553$47,891 â–¼-6.7%26,7700.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$655,645$6,199 â–¼-0.9%2,6440.3%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$600,3880.0%1,6840.2%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$586,028$583 â–¼-0.1%6,0270.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$508,0840.0%8500.2%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$455,982$48,518 â–¼-9.6%5,2630.2%Manufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$452,439$244,478 â–²117.6%1,4620.2%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$447,9620.0%1,8330.2%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$387,234$14,437 â–¼-3.6%1,2070.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$379,544$20,229 â–¼-5.1%5,4410.2%ETF
RTX Corporation stock logo
RTX
RTX
$359,525$4,436 â–¼-1.2%1,8640.1%Aerospace
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$322,8470.0%8,0330.1%ETF
Corning Incorporated stock logo
GLW
Corning
$288,107$288,107 â–²New Holding2,1190.1%Computer and Technology
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$273,613$273,613 â–²New Holding5,8190.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$261,590$6,486 â–¼-2.4%4,8400.1%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$253,673$253,673 â–²New Holding1,4950.1%Energy
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$247,009$247,009 â–²New Holding3,2030.1%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$245,844$50,479 â–¼-17.0%1,5390.1%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$238,500$6,021 â–¼-2.5%9110.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$235,8870.0%7890.1%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$233,564$35,411 â–¼-13.2%9630.1%Transportation
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$215,130$21,094 â–¼-8.9%1,4890.1%Consumer Staples
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$211,7230.0%2,5050.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$204,000$204,000 â–²New Holding6930.1%Finance
Acrivon Therapeutics, Inc. stock logo
ACRV
Acrivon Therapeutics
$14,8430.0%10,6780.0%Medical
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$0$994,719 â–¼-100.0%00.0%ETF
Visa Inc. stock logo
V
Visa
$0$200,601 â–¼-100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data