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AAFCPAs Wealth Management

Latest statistics and disclosures from AAF Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IDEV, VTV, QQQM, IJH, and represent 66.80% of AAF Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DIA (+$7.6M), GLD (+$5.7M), IDEV, IVV, QQQ, VTV, VYMI, SPY, SCHF, CSCO.
Started 5 new stock positions in PPSI, CSCO, DIA, QQQ, GLD.
Reduced shares in these 10 stocks: XLV (-$9.6M), EWJ (-$5.1M), QQQM, IJR, AAPL, , VOO, IJH, VO, PID.
Sold out of its positions in EWJ, DXJ.
AAF Wealth Management was a net buyer of stock by $2.3M.
AAF Wealth Management has $197M in assets under management (AUM), dropping by -0.56%.
Central Index Key (CIK): 0001726609

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Positions held by AAFCPAs Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for AAF Wealth Management

AAF Wealth Management holds 47 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	22.5	$44M		75k	588.68	View chart
Ishares Tr Core Msci Intl (IDEV)	12.8	$25M	+5%	392k	64.47	View chart
Vanguard Index Fds Value Etf (VTV)	11.5	$23M	+2%	133k	169.30	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	10.8	$21M		101k	210.45	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	9.2	$18M		290k	62.31	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	6.4	$13M	+3%	186k	67.88	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	3.8	$7.6M	NEW	18k	425.50	View chart
Spdr Gold Tr Gold Shs (GLD)	2.9	$5.7M	NEW	24k	242.13	View chart
Apple (AAPL)	2.5	$4.8M	-6%	19k	250.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.3	$4.6M		66k	70.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$3.6M	-9%	31k	115.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$3.1M		12k	264.13	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$2.5M		13k	190.44	View chart
Fidelity Covington Trust Enhanced Large (FELC)	1.2	$2.4M		72k	32.93	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.9	$1.7M	-2%	93k	18.31	View chart
Meta Platforms Cl A (META)	0.8	$1.6M	+17%	2.7k	585.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$1.2M		3.0k	401.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$915k	+44%	1.6k	586.02	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$897k		2.2k	410.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$873k	+40%	1.9k	453.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$780k	+5%	4.1k	189.30	View chart
Amazon (AMZN)	0.4	$773k	+17%	3.5k	219.39	View chart
Microsoft Corporation (MSFT)	0.4	$691k		1.6k	421.54	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$687k		3.1k	220.95	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$681k		1.00	680920.00	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$585k	-3%	6.6k	88.39	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$565k		1.8k	322.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$554k	+86%	30k	18.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$549k		3.0k	185.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$540k	NEW	1.1k	511.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$534k	-13%	991.00	538.69	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$488k		7.4k	66.14	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$453k		2.3k	197.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$324k	-6%	1.1k	289.89	View chart
Raytheon Technologies Corp (RTX)	0.2	$309k		2.7k	115.70	View chart
Chevron Corporation (CVX)	0.1	$267k		1.8k	144.85	View chart
JPMorgan Chase & Co. (JPM)	0.1	$265k	+11%	1.1k	239.82	View chart
Cisco Systems (CSCO)	0.1	$253k	NEW	4.3k	59.20	View chart
Johnson & Johnson (JNJ)	0.1	$246k	-7%	1.7k	144.60	View chart
Honeywell International (HON)	0.1	$245k		1.1k	225.89	View chart
Procter & Gamble Company (PG)	0.1	$244k	-6%	1.5k	167.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$236k	+5%	5.4k	44.04	View chart
Merck & Co (MRK)	0.1	$230k	+8%	2.3k	99.46	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$212k	-4%	787.00	269.66	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$209k	-97%	1.5k	137.57	View chart
Pioneer Pwr Solutions Com New (PPSI)	0.1	$184k	NEW	45k	4.13	View chart
Acrivon Therapeutics Common Stock (ACRV)	0.0	$64k		11k	6.02	View chart

Past Filings by AAF Wealth Management

SEC 13F filings are viewable for AAF Wealth Management going back to 2020

AAF Wealth Management 2024 Q4 filed Feb. 18, 2025
AAF Wealth Management 2024 Q3 filed Nov. 4, 2024
AAF Wealth Management 2024 Q2 filed Aug. 1, 2024
AAF Wealth Management 2024 Q1 filed May 6, 2024
AAF Wealth Management 2023 Q4 filed Feb. 8, 2024
AAF Wealth Management 2023 Q3 filed Nov. 14, 2023
AAF Wealth Management 2023 Q2 filed Aug. 10, 2023
AAF Wealth Management 2023 Q1 filed May 5, 2023
AAF Wealth Management 2022 Q4 filed Feb. 7, 2023
AAF Wealth Management 2022 Q3 filed Oct. 31, 2022
AAF Wealth Management 2022 Q2 filed Aug. 4, 2022
AAF Wealth Management 2022 Q1 filed April 29, 2022
AAF Wealth Management 2021 Q4 filed Feb. 10, 2022
AAF Wealth Management 2021 Q3 filed Oct. 28, 2021
AAF Wealth Management 2021 Q2 filed Aug. 9, 2021
AAFCPAs Wealth Management 2021 Q1 filed May 4, 2021

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