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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 1 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 85,528.0 $58.6M 24.70% -1K -1.3% $684.94 +9.4%
2 VTV VANGUARD INDEX FDS 184,455.0 $35.2M 14.86% +5K +3.0% $190.99 +10.4%
3 IDEV ISHARES TR 419,662.0 $34.6M 14.60% +14K +3.6% $82.48 +8.7%
4 QQQM INVESCO EXCH TRADED FD TR II 104,860.0 $26.5M 11.18% +6K +6.3% $252.92 +16.8%
5 VYMI VANGUARD WHITEHALL FDS 240,698.0 $21.7M 9.13% +13K +5.8% $90.00 +10.8%
6 IJH ISHARES TR 191,249.0 $12.6M 5.32% +5K +2.9% $66.00 +11.4%
7 AAPL APPLE INC Technology 21,138.0 $5.7M 2.42% +830.0 +4.1% $271.87 +13.6%
8 IEFA ISHARES TR 56,339.0 $5.0M 2.12% $89.46 +8.7%
9 GOOG ALPHABET INC Communication Services 14,671.0 $4.6M 1.94% +925.0 +6.7% $313.82 +20.9%
10 VO VANGUARD INDEX FDS 8,963.0 $2.6M 1.10% -281.0 -3.0% $290.23 -73.1%
11 FELC FIDELITY COVINGTON TRUST 54,408.0 $2.1M 0.88% +1K +1.9% $38.17 +9.4%
12 MSFT MICROSOFT CORP Technology 3,615.0 $1.7M 0.74% +1K +50.9% $483.60 -13.4%
13 SPY SPDR S&P 500 ETF TR Financial Services 2,485.0 $1.7M 0.71% +940.0 +60.8% $681.90 +9.3%
14 IWF ISHARES TR 3,553.0 $1.7M 0.71% $473.33 -73.6%
15 PID INVESCO EXCHANGE TRADED FD T 75,681.0 $1.7M 0.70% -3K -4.4% $22.00 +5.1%
16 META META PLATFORMS INC Communication Services 2,492.0 $1.6M 0.69% +176.0 +7.6% $660.19 -7.6%
17 GOOGL ALPHABET INC Communication Services 4,790.0 $1.5M 0.63% +1K +26.6% $313.02 +22.3%
18 IJR ISHARES TR 11,237.0 $1.4M 0.57% -1K -8.9% $120.18 +14.3%
19 AMZN AMAZON COM INC Consumer Cyclical 4,954.0 $1.1M 0.48% +995.0 +25.1% $230.82 +15.4%
20 VUG VANGUARD INDEX FDS 2,255.0 $1.1M 0.46% +170.0 +8.2% $487.83 -82.1%
Page 1 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%