AAF Wealth Management, LLC
CIK: 0001726609SEC EDGAR →
Portfolio Value
$237.2M
Holdings
50
As of
Q4 2025
New Positions
2
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 85,528 | $58.6M | 24.70% |
| 2 | VANGUARD INDEX FDS | 184,455 | $35.2M | 14.85% |
| 3 | ISHARES TR | 419,662 | $34.6M | 14.60% |
| 4 | INVESCO EXCH TRADED FD TR II | 104,860 | $26.5M | 11.18% |
| 5 | VANGUARD WHITEHALL FDS | 240,698 | $21.7M | 9.13% |
| 6 | ISHARES TR | 191,249 | $12.6M | 5.32% |
| 7 | APPLE INC | 21,138 | $5.7M | 2.42% |
| 8 | ISHARES TR | 56,339 | $5.0M | 2.13% |
| 9 | ALPHABET INC | 14,671 | $4.6M | 1.94% |
| 10 | VANGUARD INDEX FDS | 8,963 | $2.6M | 1.10% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $209.7M | 88.4% |
| Technology | 5 | $9.3M | 3.9% |
| Communication Services | 3 | $7.7M | 3.3% |
| Unknown | 5 | $7.7M | 3.3% |
| Consumer Cyclical | 2 | $1.4M | 0.6% |
| Industrials | 2 | $602K | 0.3% |
| Healthcare | 2 | $404K | 0.2% |
| Consumer Defensive | 1 | $234K | 0.1% |