AAF Wealth Management, LLC

CIK 0001726609 • 23 13F filings • May 16, 2025 – Jul 17, 2026

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Filer information

Filed by: AAF Wealth Management, LLC, Chief Compliance Officer
Address: 50 WASHINGTON STREET, WESTBOROUGH, MA, 01581
Phone: 617-957-7500
AUM: $237.2M

AUM over time

$271.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q4 2022

Q4 2021

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $237.2M4 positionsView on SEC.gov

			% of Portfolio
ACRIVON THERAPEUTICS INC	COMMON STOCK	$26K	0.0%Prev: 0.0%	10,678 SH	Decreased
ALPHABET INC	CAP STK CL A	$1.5M	0.6%Prev: 0.4%	4,790 SH	Increased+671 SH
ALPHABET INC	CAP STK CL C	$4.6M	1.9%Prev: 1.3%	14,671 SH	Increased+1,553 SH
AMAZON COM INC	COM	$1.1M	0.5%Prev: 0.4%	4,954 SH	Increased+1,430 SH
APPLE INC	COM	$5.7M	2.4%Prev: 2.4%	21,138 SH	Increased+1,854 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.3%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$897K	0.4%Prev: 0.4%	1,785 SH	Increased-141 SH
BROADCOM INC	COM	$233K	0.1%	672 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$357K	0.2%	8,033 SH	New
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$2.1M	0.9%Prev: 1.2%	54,408 SH	Decreased-17,613 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$26.5M	11.2%Prev: 10.8%	104,860 SH	Increased+3,190 SH
INVESCO EXCHANGE TRADED FD T	INTL DIVI ACHI	$1.7M	0.7%Prev: 0.9%	75,681 SH	Decreased-17,606 SH
INVESCO QQQ TR	UNIT SER 1	$760K	0.3%Prev: 0.3%	1,238 SH	Increased+182 SH
ISHARES INC	CORE MSCI EMKT	$385K	0.2%	5,731 SH	New
ISHARES TR	CORE MSCI EAFE	$5.0M	2.1%Prev: 2.3%	56,339 SH	Increased-9,609 SH
ISHARES TR	CORE MSCI INTL	$34.6M	14.6%Prev: 12.8%	419,662 SH	Increased+24,764 SH
ISHARES TR	CORE MSCI TOTAL	$493K	0.2%Prev: 0.2%	5,823 SH	Increased-1,554 SH
ISHARES TR	CORE S&P MCP ETF	$12.6M	5.3%Prev: 9.1%	191,249 SH	Decreased-99,813 SH
ISHARES TR	CORE S&P SCP ETF	$1.4M	0.6%Prev: 1.9%	11,237 SH	Decreased-20,826 SH
ISHARES TR	CORE S&P500 ETF	$58.6M	24.7%Prev: 22.5%	85,528 SH	Increased+9,742 SH
ISHARES TR	MSCI USA MIN VOL	$995K	0.4%	10,564 SH	New
ISHARES TR	RUS 1000 ETF	$629K	0.3%Prev: 0.3%	1,684 SH	Increased-69 SH
ISHARES TR	RUS 1000 GRW ETF	$1.7M	0.7%Prev: 0.6%	3,553 SH	Increased+506 SH
ISHARES TR	RUS 1000 VAL ETF	$696K	0.3%Prev: 0.3%	3,311 SH	Increased+345 SH
ISHARES TR	RUS MID CAP ETF	$581K	0.2%Prev: 0.4%	6,033 SH	Decreased-2,209 SH
ISHARES TR	RUSSELL 2000 ETF	$657K	0.3%Prev: 0.3%	2,669 SH	Decreased-438 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$232K	0.1%	2,505 SH	New
J P MORGAN EXCHANGE TRADED F	MORTGAGE BACKED	$660K	0.3%	12,926 SH	New
JOHNSON & JOHNSON	COM	$379K	0.2%Prev: 0.1%	1,833 SH	Increased+130 SH
META PLATFORMS INC	CL A	$1.6M	0.7%Prev: 0.8%	2,492 SH	Increased-255 SH
MICROSOFT CORP	COM	$1.7M	0.7%Prev: 0.3%	3,615 SH	Increased+1,976 SH
NVIDIA CORPORATION	COM	$881K	0.4%	4,726 SH	New
PROCTER AND GAMBLE CO	COM	$234K	0.1%Prev: 0.1%	1,635 SH	Decreased+180 SH
RTX CORPORATION	COM	$346K	0.1%Prev: 0.2%	1,887 SH	Increased-785 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$690K	0.3%Prev: 0.3%	28,705 SH	Increased-1,232 SH
SPDR GOLD TR	GOLD SHS	$285K	0.1%Prev: 2.9%	719 SH	Decreased-23,044 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.7M	0.7%Prev: 0.5%	2,485 SH	Increased+924 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$704K	0.3%Prev: 0.2%	2,316 SH	Increased+25 SH
TJX COS INC NEW	COM	$285K	0.1%	1,855 SH	New
UNION PAC CORP	COM	$256K	0.1%	1,109 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$1.1M	0.5%Prev: 0.5%	2,255 SH	Increased+70 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$248K	0.1%Prev: 0.1%	789 SH	Increased+2 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.6M	1.1%Prev: 1.6%	8,963 SH	Decreased-2,793 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$533K	0.2%Prev: 0.3%	850 SH	Decreased-141 SH
VANGUARD INDEX FDS	SMALL CP ETF	$241K	0.1%	934 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$420K	0.2%Prev: 0.2%	1,252 SH	Increased+136 SH
VANGUARD INDEX FDS	VALUE ETF	$35.2M	14.9%Prev: 11.5%	184,455 SH	Increased+50,064 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$267K	0.1%Prev: 0.1%	4,960 SH	Increased-394 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$21.7M	9.1%Prev: 6.4%	240,698 SH	Increased+53,192 SH
VISA INC	COM CL A	$201K	0.1%	572 SH	New

Sold (vs prior filing)

CHEVRON CORP NEW — $267K
CISCO SYS INC — $253K
HONEYWELL INTL INC — $245K
JPMORGAN CHASE & CO. — $265K
MERCK & CO INC — $230K
PIONEER PWR SOLUTIONS INC — $184K
SELECT SECTOR SPDR TR — $209K
SPDR DOW JONES INDL AVERAGE — $7.8M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001726609-26-000001	$237.2M	View
May 19, 2025	Q4 2024	13F-HR/A	0001085146-25-003382	$198.3M	View
May 19, 2025	Q4 2023