Aaf Wealth Management, LLC Top Holdings and 13F Report (2025) About Aaf Wealth Management, LLCInvestment ActivityAaf Wealth Management, LLC has $196.77 million in total holdings as of December 31, 2024.Aaf Wealth Management, LLC owns shares of 47 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 9.55% of the portfolio was purchased this quarter.About 8.39% of the portfolio was sold this quarter.This quarter, Aaf Wealth Management, LLC has purchased 44 new stocks and bought additional shares in 20 stocks.Aaf Wealth Management, LLC sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $44,277,576iShares Core MSCI International Developed Markets ETF $25,275,071Vanguard Value ETF $22,547,216Invesco NASDAQ 100 ETF $21,248,116iShares Core S&P Mid-Cap ETF $18,091,388 Largest New Holdings this Quarter SPDR Dow Jones Industrial Average ETF Trust $7,553,476 HoldingSPDR Gold Shares $5,741,145 HoldingInvesco QQQ $539,883 HoldingCisco Systems $252,906 HoldingPioneer Power Solutions $183,785 Holding Largest Purchases this Quarter SPDR Dow Jones Industrial Average ETF Trust 17,752 shares (about $7.55M)SPDR Gold Shares 23,711 shares (about $5.74M)iShares Core MSCI International Developed Markets ETF 22,021 shares (about $1.42M)iShares Core S&P 500 ETF 1,420 shares (about $835.93K)Invesco QQQ 1,056 shares (about $539.88K) Largest Sales this Quarter Health Care Select Sector SPDR Fund 70,051 shares (about $9.64M)Invesco NASDAQ 100 ETF 2,028 shares (about $426.79K)iShares Core S&P Small-Cap ETF 3,342 shares (about $385.07K)Apple 1,294 shares (about $324.04K)Vanguard S&P 500 ETF 158 shares (about $85.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAaf Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$44,277,576$835,926 ▲1.9%75,21522.5%ETFIDEViShares Core MSCI International Developed Markets ETF$25,275,071$1,419,694 ▲6.0%392,04412.8%ETFVTVVanguard Value ETF$22,547,216$531,094 ▲2.4%133,17911.5%ETFQQQMInvesco NASDAQ 100 ETF$21,248,116$426,793 ▼-2.0%100,96510.8%ETFIJHiShares Core S&P Mid-Cap ETF$18,091,388$73,027 ▼-0.4%290,3459.2%ETFVYMIVanguard International High Dividend Yield ETF$12,647,650$485,952 ▲4.0%186,3246.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$7,553,476$7,553,476 ▲New Holding17,7523.8%FinanceGLDSPDR Gold Shares$5,741,145$5,741,145 ▲New Holding23,7112.9%FinanceAAPLApple$4,829,047$324,040 ▼-6.3%19,2842.5%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$4,613,509$2,460 ▲0.1%65,6452.3%ETFIJRiShares Core S&P Small-Cap ETF$3,609,870$385,068 ▼-9.6%31,3301.8%ETFVOVanguard Mid-Cap ETF$3,078,427$44,110 ▼-1.4%11,6551.6%ETFGOOGAlphabet$2,498,211$381 ▲0.0%13,1181.3%Computer and TechnologyFIDELITY COVINGTON TRUST$2,371,664$32,239 ▼-1.3%72,0211.2%ENHANCED LARGEPIDInvesco International Dividend Achievers ETF$1,708,078$42,021 ▼-2.4%93,2870.9%ManufacturingMETAMeta Platforms$1,608,687$238,346 ▲17.4%2,7470.8%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,223,434$402 ▲0.0%3,0470.6%ETFSPYSPDR S&P 500 ETF Trust$914,771$280,116 ▲44.1%1,5610.5%FinanceVUGVanguard Growth ETF$896,968$7,800 ▼-0.9%2,1850.5%ETFBRK.BBerkshire Hathaway$872,791$251,958 ▲40.6%1,9260.4%FinanceGOOGLAlphabet$779,714$38,049 ▲5.1%4,1190.4%Computer and TechnologyAMZNAmazon.com$773,131$114,741 ▲17.4%3,5240.4%Retail/WholesaleMSFTMicrosoft$690,9030.0%1,6390.4%Computer and TechnologyIWMiShares Russell 2000 ETF$686,507$3,535 ▼-0.5%3,1070.3%FinanceBRK.ABerkshire Hathaway$680,9200.0%10.3%FinanceIWRiShares Russell Mid-Cap ETF$585,349$18,740 ▼-3.1%6,6220.3%ETFIWBiShares Russell 1000 ETF$564,687$1,289 ▲0.2%1,7530.3%ETFSCHFSchwab International Equity ETF$553,826$257,479 ▲86.9%29,9370.3%ETFIWDiShares Russell 1000 Value ETF$549,117$741 ▲0.1%2,9660.3%ETFQQQInvesco QQQ$539,883$539,883 ▲New Holding1,0560.3%FinanceVOOVanguard S&P 500 ETF$533,844$85,113 ▼-13.8%9910.3%ETFIXUSiShares Core MSCI Total International Stock ETF$487,904$5,357 ▼-1.1%7,3770.2%ManufacturingTSMTaiwan Semiconductor Manufacturing$452,462$1,185 ▲0.3%2,2910.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$323,522$22,902 ▼-6.6%1,1160.2%ETFRTXRTX$309,160$116 ▲0.0%2,6720.2%AerospaceCVXChevron$267,3960.0%1,8460.1%Oils/EnergyJPMJPMorgan Chase & Co.$264,996$27,579 ▲11.6%1,1050.1%FinanceCSCOCisco Systems$252,906$252,906 ▲New Holding4,2720.1%Computer and TechnologyJNJJohnson & Johnson$246,261$21,112 ▼-7.9%1,7030.1%MedicalHONHoneywell International$244,8640.0%1,0840.1%Multi-Sector ConglomeratesPGProcter & Gamble$243,876$15,923 ▼-6.1%1,4550.1%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$235,771$12,506 ▲5.6%5,3540.1%ETFMRKMerck & Co., Inc.$229,653$17,803 ▲8.4%2,3090.1%MedicalVVVanguard Large-Cap ETF$212,224$9,169 ▼-4.1%7870.1%ETFXLVHealth Care Select Sector SPDR Fund$209,113$9,637,220 ▼-97.9%1,5200.1%ETFPPSIPioneer Power Solutions$183,785$183,785 ▲New Holding44,5000.1%Industrial ProductsACRVAcrivon Therapeutics$64,2820.0%10,6780.0%MedicalEWJiShares MSCI Japan ETF$0$5,139,792 ▼-100.0%00.0%ETFDXJWisdomTree Japan Hedged Equity Fund$0$222,982 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
