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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, VTV, IDEV, QQQM, VYMI, and represent 74.47% of AAF Wealth Management's stock portfolio.
Added to shares of these 10 stocks: QQQM, IDEV, VYMI, VTV, QQQ, SPY, MSFT, IEMG, CGGR, IJH.
Started 9 new stock positions in UNP, TJX, QQQ, V, PG, JGRO, IEMG, VB, CGGR.
Reduced shares in these 10 stocks: IVV, NFLX, GLD, HON, IJR, VO, PID, IWB, IWM, VOO.
Sold out of its positions in HON, NFLX.
AAF Wealth Management was a net buyer of stock by $9.4M.
AAF Wealth Management has $237M in assets under management (AUM), dropping by 7.42%.
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 50 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	24.7	$59M		86k	684.94	View chart
Vanguard Index Fds Value Etf (VTV)	14.9	$35M	+3%	185k	190.99	View chart
Ishares Tr Core Msci Intl (IDEV)	14.6	$35M	+3%	420k	82.48	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	11.2	$27M	+6%	105k	252.92	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	9.1	$22M	+5%	241k	90.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.3	$13M	+2%	191k	66.00	View chart
Apple (AAPL)	2.4	$5.7M	+4%	21k	271.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.1	$5.0M		56k	89.46	View chart
Alphabet Cap Stk Cl C (GOOG)	1.9	$4.6M	+6%	15k	313.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$2.6M	-3%	9.0k	290.23	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.9	$2.1M		54k	38.17	View chart
Microsoft Corporation (MSFT)	0.7	$1.7M	+50%	3.6k	483.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.7M	+60%	2.5k	681.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$1.7M		3.6k	473.33	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.7	$1.7M	-4%	76k	22.00	View chart
Meta Platforms Cl A (META)	0.7	$1.6M	+7%	2.5k	660.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.5M	+26%	4.8k	313.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.4M	-8%	11k	120.18	View chart
Amazon (AMZN)	0.5	$1.1M	+25%	5.0k	230.82	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.1M	+8%	2.3k	487.83	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$995k		11k	94.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$897k	+32%	1.8k	502.65	View chart
NVIDIA Corporation (NVDA)	0.4	$881k	+58%	4.7k	186.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$760k	NEW	1.2k	614.24	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$755k		1.00	754800.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$704k		2.3k	303.83	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$697k		3.3k	210.36	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$690k		29k	24.04	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.3	$660k		13k	51.06	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$657k	-4%	2.7k	246.14	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$629k	-4%	1.7k	373.40	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$581k	-3%	6.0k	96.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$533k	-4%	850.00	627.34	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$493k		5.8k	84.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$420k		1.3k	335.28	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$385k	NEW	5.7k	67.23	View chart
Johnson & Johnson (JNJ)	0.2	$379k	+27%	1.8k	206.90	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$357k	NEW	8.0k	44.47	View chart
Raytheon Technologies Corp (RTX)	0.1	$346k	+16%	1.9k	183.42	View chart
TJX Companies (TJX)	0.1	$285k	NEW	1.9k	153.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$285k	-47%	719.00	396.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$267k		5.0k	53.76	View chart
Union Pacific Corporation (UNP)	0.1	$257k	NEW	1.1k	231.25	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$249k		789.00	314.93	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$241k	NEW	934.00	257.89	View chart
Procter & Gamble Company (PG)	0.1	$234k	NEW	1.6k	143.32	View chart
Broadcom (AVGO)	0.1	$233k		672.00	346.15	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$233k	NEW	2.5k	92.80	View chart
Visa Com Cl A (V)	0.1	$201k	NEW	572.00	350.70	View chart
Acrivon Therapeutics Common Stock (ACRV)	0.0	$26k		11k	2.41	View chart

Past Filings by AAF Wealth Management

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

AAF Wealth Management 2025 Q4 filed Feb. 6, 2026
AAF Wealth Management 2025 Q3 filed Nov. 12, 2025
AAF Wealth Management 2025 Q2 filed Aug. 5, 2025
AAF Wealth Management 2020 Q4 restated filed May 19, 2025
AAF Wealth Management 2021 Q2 restated filed May 19, 2025
AAF Wealth Management 2021 Q3 restated filed May 19, 2025
AAF Wealth Management 2021 Q4 restated filed May 19, 2025
AAF Wealth Management 2022 Q3 restated filed May 19, 2025
AAF Wealth Management 2022 Q4 restated filed May 19, 2025
AAF Wealth Management 2023 Q1 restated filed May 19, 2025
AAF Wealth Management 2023 Q2 restated filed May 19, 2025
AAF Wealth Management 2023 Q3 restated filed May 19, 2025
AAF Wealth Management 2023 Q4 restated filed May 19, 2025
AAF Wealth Management 2024 Q1 restated filed May 19, 2025
AAF Wealth Management 2021 Q1 restated filed May 19, 2025
AAF Wealth Management 2024 Q2 restated filed May 19, 2025

View all past filings

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