Aaf Wealth Management, LLC Top Holdings and 13F Report (2026) About Aaf Wealth Management, LLCInvestment ActivityAaf 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 Holdings iShares Core S&P 500 ETF $56,432,149Vanguard Value ETF $36,135,219iShares Core MSCI International Developed Markets ETF $34,273,855Invesco NASDAQ 100 ETF $25,336,581Vanguard International High Dividend Yield ETF $22,762,782 Largest New Holdings this Quarter 921910733 - Vanguard ESG U.S. Stock ETF $763,156 Holding219350105 - Corning $288,107 Holding46435U663 - iShares ESG Aware MSCI USA Small-Cap ETF $273,613 Holding30231G102 - ExxonMobil $253,673 Holding921909768 - 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 International Developed Markets ETF 9,540 shares (about $797.26K)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 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$56,432,149$564,374 â–²1.0%86,39223.1%ETFVTVVanguard Value ETF$36,135,219$54,936 â–¼-0.2%184,17514.8%ETFIDEViShares Core MSCI International Developed Markets ETF$34,273,855$797,257 â–¼-2.3%410,12214.1%ETFQQQMInvesco NASDAQ 100 ETF$25,336,581$419,639 â–²1.7%106,62610.4%ETFVYMIVanguard International High Dividend Yield ETF$22,762,782$79,444 â–²0.4%241,5419.3%ETFIJHiShares Core S&P Mid-Cap ETF$13,000,829$85,763 â–²0.7%192,5195.3%ETFGLDSPDR Gold Shares$10,164,311$9,854,932 â–²3,185.4%23,6224.2%FinanceAAPLApple$5,185,630$179,182 â–¼-3.3%20,4322.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$4,741,990$358,410 â–¼-7.0%52,3801.9%ETFGOOGAlphabet$4,099,589$109,009 â–¼-2.6%14,2911.7%Computer and TechnologyVOVanguard Mid-Cap ETF$2,532,735$41,355 â–¼-1.6%8,8191.0%ETFFIDELITY COVINGTON TRUST$1,936,540$36,851 â–¼-1.9%53,3920.8%ENHANCED LARGESPYSPDR S&P 500 ETF Trust$1,601,751$14,307 â–¼-0.9%2,4630.7%FinanceIWFiShares Russell 1000 Growth ETF$1,515,1630.0%3,5530.6%ETFPIDInvesco International Dividend Achievers ETF$1,506,757$176,857 â–¼-10.5%67,7310.6%ManufacturingMETAMeta Platforms$1,479,175$53,216 â–²3.7%2,5850.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,382,339$14,544 â–¼-1.0%11,1200.6%ETFMSFTMicrosoft$1,379,810$41,824 â–²3.1%3,7280.6%Computer and TechnologyGOOGLAlphabet$1,379,404$2,013 â–²0.1%4,7970.6%Computer and TechnologyAMZNAmazon.com$1,015,317$16,453 â–¼-1.6%4,8750.4%Retail/WholesaleNVDANVIDIA$1,006,824$182,599 â–²22.2%5,7730.4%Computer and TechnologyVUGVanguard Growth ETF$952,260$32,761 â–¼-3.3%2,1800.4%ETFBRK.BBerkshire Hathaway$897,063$41,690 â–²4.9%1,8720.4%FinanceTSMTaiwan Semiconductor Manufacturing$807,393$24,671 â–²3.2%2,3890.3%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$763,156$763,156 â–²New Holding6,7970.3%ETFBRK.ABerkshire Hathaway$718,1400.0%10.3%FinanceQQQInvesco QQQ$714,5150.0%1,2380.3%FinanceIWDiShares Russell 1000 Value ETF$669,488$38,037 â–¼-5.4%3,1330.3%ETFJ P MORGAN EXCHANGE TRADED F$664,132$4,896 â–²0.7%13,0220.3%MORTGAGE BACKEDSCHFSchwab International Equity ETF$662,553$47,891 â–¼-6.7%26,7700.3%ETFIWMiShares Russell 2000 ETF$655,645$6,199 â–¼-0.9%2,6440.3%FinanceIWBiShares Russell 1000 ETF$600,3880.0%1,6840.2%ETFIWRiShares Russell Mid-Cap ETF$586,028$583 â–¼-0.1%6,0270.2%ETFVOOVanguard S&P 500 ETF$508,0840.0%8500.2%ETFIXUSiShares Core MSCI Total International Stock ETF$455,982$48,518 â–¼-9.6%5,2630.2%ManufacturingAVGOBroadcom$452,439$244,478 â–²117.6%1,4620.2%Computer and TechnologyJNJJohnson & Johnson$447,9620.0%1,8330.2%MedicalVTIVanguard Total Stock Market ETF$387,234$14,437 â–¼-3.6%1,2070.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$379,544$20,229 â–¼-5.1%5,4410.2%ETFRTXRTX$359,525$4,436 â–¼-1.2%1,8640.1%AerospaceCGGRCapital Group Growth ETF$322,8470.0%8,0330.1%ETFGLWCorning$288,107$288,107 â–²New Holding2,1190.1%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$273,613$273,613 â–²New Holding5,8190.1%ETFVWOVanguard FTSE Emerging Markets ETF$261,590$6,486 â–¼-2.4%4,8400.1%ETFXOMExxonMobil$253,673$253,673 â–²New Holding1,4950.1%EnergyVXUSVanguard Total International Stock ETF$247,009$247,009 â–²New Holding3,2030.1%ETFTJXTJX Companies$245,844$50,479 â–¼-17.0%1,5390.1%Retail/WholesaleVBVanguard Small-Cap ETF$238,500$6,021 â–¼-2.5%9110.1%ETFVVVanguard Large-Cap ETF$235,8870.0%7890.1%ETFUNPUnion Pacific$233,564$35,411 â–¼-13.2%9630.1%TransportationPGProcter & Gamble$215,130$21,094 â–¼-8.9%1,4890.1%Consumer StaplesJGROJPMorgan Active Growth ETF$211,7230.0%2,5050.1%ETFJPMJPMorgan Chase & Co.$204,000$204,000 â–²New Holding6930.1%FinanceACRVAcrivon Therapeutics$14,8430.0%10,6780.0%MedicalUSMViShares MSCI USA Min Vol Factor ETF$0$994,719 â–¼-100.0%00.0%ETFVVisa$0$200,601 â–¼-100.0%00.0%Business ServicesShowing 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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