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Portfolio (Quarterly) Guide ↗

AAF Wealth Management, LLC

· CIK 0001726609
13F Portfolio $237M AUM 56 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 21 Added 11 Reduced 2 Exited
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLD SPDR GOLD TR Financial Services 719.0 $285K 0.12% -657.0 -47.8% $396.31 +4.4%
42 VWO VANGUARD INTL EQUITY INDEX F 4,960.0 $267K 0.11% -48.0 -1.0% $53.76 +9.7%
43 UNP UNION PAC CORP Industrials 1,109.0 $256K 0.11% NEW $231.25 +15.0%
44 VV VANGUARD INDEX FDS 789.0 $248K 0.10% $314.93 +8.9%
45 VB VANGUARD INDEX FDS 934.0 $241K 0.10% NEW $257.89 +12.1%
46 PG PROCTER AND GAMBLE CO Consumer Defensive 1,635.0 $234K 0.10% NEW $143.32 +0.8%
47 AVGO BROADCOM INC Technology 672.0 $233K 0.10% +8.0 +1.2% $346.15 +19.6%
48 JGRO J P MORGAN EXCHANGE TRADED F 2,505.0 $232K 0.10% NEW $92.80 +4.7%
49 V VISA INC Financial Services 572.0 $201K 0.09% NEW $350.70 -6.2%
50 ACRV ACRIVON THERAPEUTICS INC Healthcare 10,678.0 $26K 0.01% $2.41 -27.4%
Page 3 of 3  ·  50 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.1%
Communication Services 34.2%
Financial Services 13.0%
Consumer Cyclical 6.3%
Industrials 2.7%
Healthcare 1.8%
Consumer Defensive 1.0%