AW

AAF Wealth Management, LLC

13F
AAF Wealth Management, LLC
Last update 2025-05-19 47 Stocks (2 new)
Value $185.00 Mil Turnover 2 %
Countries:
Top Holdings: IVV(23.31%)IDEV(14.28%)VTV(12.56%)QQQM(9.22%)VYMI(7.29%)
Summary Stock Picks Current Portfolio
AAF Wealth Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
76,861
43,188.0
+1.42%
23.310
+0.33%
0.010
+17.02%
+7.08%
622,054.4
 
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
384,037
26,456.3
-2.75%
14.280
-0.35%
0.150
+15.39%
+19.54%
20,401.1
 
VTV
Vanguard Value ETF
134,672
23,263.2
+0.21%
12.560
+0.03%
0.020
+10.76%
+6.49%
132,298.5
 
QQQM
Invesco NASDAQ 100 ETF
88,468
17,076.0
-12.99%
9.220
-1.40%
0.040
+22.16%
+8.73%
52,882.8
 
VYMI
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
183,192
13,499.4
-2.30%
7.290
-0.15%
0.160
+15.08%
+21.18%
10,351.5
 
IJH
iShares Core S&P Mid-Cap ETF
200,039
11,672.3
-31.27%
6.300
-2.86%
0.010
+17.05%
+2.42%
96,994.3
 
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
18,210
7,645.8
-0.12%
4.130
0%
0.020
+10.82%
+5.07%
38,454.0
 
GLD
SPDR Gold Shares ETF
26,268
7,568.9
+10.54%
4.090
+0.39%
0.010
+3.76%
+27.68%
102,976.0
 
AAPL
Apple Inc
19,775
4,392.6
+2.55%
2.370
+0.06%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
IEFA
iShares Core MSCI EAFE ETF
58,058
4,392.1
-11.96%
2.370
-0.28%
0.000
+15.26%
+20.32%
142,203.0
 

AAF Wealth Management, LLC's Historical Top Holdings Breakdowns

AAF Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Reduce
Reduce
-2.86%
●
57.21 ($62.1) 65.8
$63.44
2.16%
Reduce -31.27%
200,039
-91,023
QQQM
Invesco NASDAQ 100 ETF
2025-03-31
Reduce
Reduce
-1.40%
●
192.82 ($209.18) 222.1
$228.13
9.06%
Reduce -12.99%
88,468
-13,202
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Reduce
Reduce
-0.61%
●
102.49 ($112.84) 119.96
$112.82
-0.02%
Reduce -32.9%
21,513
-10,550
GLD
SPDR Gold Shares ETF
2025-03-31
Add
Add
+0.39%
●
243.19 ($264.45) 288.14
$309.14
16.90%
Add 10.54%
26,268
2,505
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
2025-03-31
Reduce
Reduce
-0.35%
●
63.77 ($68.2) 71.36
$75.77
11.10%
Reduce -2.75%
384,037
-10,861
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.33%
●
554.06 ($590.51) 615.85
$626.44
6.08%
Add 1.42%
76,861
1,075
FELC
Fidelity Enhanced Large Cap Core ETF
Fidelity Enhanced Large Cap Core ETF
2025-03-31
Reduce
Reduce
-0.30%
●
30.81 ($32.9) 34.2
$34.57
5.08%
Reduce -25.14%
53,918
-18,103
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-0.28%
●
69.57 ($74.78) 78.65
$83.07
11.09%
Reduce -11.96%
58,058
-7,890
VO
Vanguard Mid-Cap ETF
2025-03-31
Reduce
Reduce
-0.23%
●
251.87 ($268.43) 277.95
$282.23
5.14%
Reduce -14.44%
10,058
-1,698
VYMI
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
2025-03-31
Reduce
Reduce
-0.15%
●
67.08 ($71.8) 76.14
$80.50
12.12%
Reduce -2.3%
183,192
-4,314

AAF Wealth Management, LLC Total Holding History ($B)

To

AAF Wealth Management, LLC's Asset Allocation

To

AAF Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

AAF Wealth Management, LLC's Hypothetical Growth since 2025-03-31

AAF Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

AAF Wealth Management, LLC's Holdings Heat Map

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AAF Wealth Management, LLC's Holdings Bubble Chart

AAF Wealth Management, LLC News

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