account_balance

Investment manager · 13F filer · SEC CIK 1726609

AAF Wealth Management, LLC

Reported value$275Mas of Sep 30, 2026

Positions59 7 new, 5 sold out

Top 10 weight86.0%IVV alone is 22%

FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

22.1%Trimmed −2%

VTVVanguard Index FDS

13.7%

IDEViShares Tr

13.4%

QQQMInvesco Exch Traded Fd Tr II

11.0%

VYMIVanguard Whitehall FDS

9.1%Added +3%

IJHiShares Tr

4.4%

IDMOInvesco Exch Traded Fd Tr II

4.2%Added +3%

GLDMWorld Gold Trust

3.8%

AAPLApple Inc.

2.5%

IEFA1.8%

GOOG1.4%

FELC0.8%

IVViShares Tr

22.1%Trimmed −2%

VTVVanguard Index FDS

13.7%

IDEViShares Tr

13.4%

QQQMInvesco Exch Traded Fd Tr II

11.0%

VYMIVanguard Whitehall FDS

9.1%+3%

IJH4.4%

IDMO4.2%

GLDMAAPL2.5%

IEFA

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 22.1% Trimmed −2%

VTV Vanguard Index FDS 13.7% Held

IDEV iShares Tr 13.4% Held

QQQM Invesco Exch Traded Fd Tr II 11.0% Held

VYMI Vanguard Whitehall FDS 9.1% Added +3%

IJH iShares Tr 4.4% Held

IDMO Invesco Exch Traded Fd Tr II 4.2% Added +3%

GLDM World Gold Trust 3.8% Added +8%AAPL Apple Inc. 2.5% Held

IEFA iShares Tr 1.8% Held

GOOG Alphabet Inc. 1.4% Held

FELC Fidelity Covington Trust 0.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 17, 2026 filing

add_circleNew

TSLA $304K
AMD $299K
JPM $271K
MRK $255K

arrow_upwardAdded

GLDM +8%
NVDA +5%
META +5%
JMTG +5%

arrow_downwardTrimmed

PID −12%
VO −5%
TSM −3%
IJR −3%

remove_circleSold out

GLW $600K
IBM $255K
TJX $233K
PG $231K

AAF Wealth Management, LLC

Where the money is

Biggest moves since Jun 30, 2026

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