Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AAF Wealth Management, LLC (CIK 1726609) reported $243.8M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($56.4M, 23.15%), VTV ($36.1M, 14.82%), IDEV ($34.3M, 14.06%), QQQM ($25.3M, 10.39%), VYMI ($22.8M, 9.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $56.4M | 23.15% | 86,392 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $36.1M | 14.82% | 184,175 | Trimmed |
| 3 | IDEV | ISHARES TR | $34.3M | 14.06% | 410,122 | Trimmed |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | $25.3M | 10.39% | 106,626 | Added |
| 5 | VYMI | VANGUARD WHITEHALL FDS | $22.8M | 9.34% | 241,541 | Added |
| 6 | IJH | ISHARES TR | $13.0M | 5.33% | 192,519 | Added |
| 7 | GLD | SPDR GOLD TR | $10.2M | 4.17% | 23,622 | Added |
| 8 | AAPL | APPLE INC | $5.2M | 2.13% | 20,432 | Trimmed |
| 9 | IEFA | ISHARES TR | $4.7M | 1.95% | 52,380 | Trimmed |
| 10 | GOOG | ALPHABET INC | $4.1M | 1.68% | 14,291 | Trimmed |
| 11 | VO | VANGUARD INDEX FDS | $2.5M | 1.04% | 8,819 | Trimmed |
| 12 | FELC | FIDELITY COVINGTON TRUST | $1.9M | 0.79% | 53,392 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $1.6M | 0.66% | 2,463 | Trimmed |
| 14 | PID | INVESCO EXCHANGE TRADED FD T | $1.5M | 0.62% | 67,731 | Trimmed |
| 15 | IWF | ISHARES TR | $1.5M | 0.62% | 3,553 | Hold |
| 16 | META | META PLATFORMS INC | $1.5M | 0.61% | 2,585 | Added |
| 17 | MSFT | MICROSOFT CORP | $1.4M | 0.57% | 3,728 | Added |
| 18 | GOOGL | ALPHABET INC | $1.4M | 0.57% | 4,797 | Added |
| 19 | IJR | ISHARES TR | $1.4M | 0.57% | 11,120 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $1.0M | 0.42% | 4,875 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $1.0M | 0.41% | 5,773 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $952,260 | 0.39% | 2,180 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $897,063 | 0.37% | 1,872 | Added |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $807,393 | 0.33% | 2,389 | Added |
| 25 | ESGV | VANGUARD WORLD FD | $763,156 | 0.31% | 6,797 | New |
Source: SEC Form 13F filings · as of 2026-03-31