Universe · entity
AAF Wealth Management, LLC
Institutional manager (13F) · CIK 1726609
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $243M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $56M | 86,392 |
| 2 | VANGUARD INDEX FDS | $36M | 184,175 |
| 3 | ISHARES TR | $34M | 410,122 |
| 4 | INVESCO EXCH TRADED FD TR II | $25M | 106,626 |
| 5 | VANGUARD WHITEHALL FDS | $23M | 241,541 |
| 6 | ISHARES TR | $13M | 192,519 |
| 7 | SPDR GOLD TR | $10M | 23,622 |
| 8 | APPLE INC | $5M | 20,432 |
| 9 | ISHARES TR | $5M | 52,380 |
| 10 | ALPHABET INC | $4M | 14,291 |
| 11 | VANGUARD INDEX FDS | $3M | 8,819 |
| 12 | FIDELITY COVINGTON TRUST | $2M | 53,392 |
| 13 | STATE STR SPDR S&P 500 ETF T | $2M | 2,463 |
| 14 | ISHARES TR | $2M | 3,553 |
| 15 | INVESCO EXCHANGE TRADED FD T | $2M | 67,731 |
| 16 | META PLATFORMS INC | $1M | 2,585 |
| 17 | ISHARES TR | $1M | 11,120 |
| 18 | MICROSOFT CORP | $1M | 3,728 |
| 19 | ALPHABET INC | $1M | 4,797 |
| 20 | AMAZON COM INC | $1M | 4,875 |
| 21 | NVIDIA CORPORATION | $1M | 5,773 |
| 22 | VANGUARD INDEX FDS | $952k | 2,180 |
| 23 | BERKSHIRE HATHAWAY INC DEL | $897k | 1,872 |
| 24 | TAIWAN SEMICONDUCTOR MANUFAC | $807k | 2,389 |
| 25 | VANGUARD WORLD FD | $763k | 6,797 |
| 26 | BERKSHIRE HATHAWAY INC DEL | $718k | 1 |
| 27 | INVESCO QQQ TR | $715k | 1,238 |
| 28 | ISHARES TR | $669k | 3,133 |
| 29 | J P MORGAN EXCHANGE TRADED F | $664k | 13,022 |
| 30 | SCHWAB STRATEGIC TR | $663k | 26,770 |
| 31 | ISHARES TR | $656k | 2,644 |
| 32 | ISHARES TR | $600k | 1,684 |
| 33 | ISHARES TR | $586k | 6,027 |
| 34 | VANGUARD INDEX FDS | $508k | 850 |
| 35 | ISHARES TR | $456k | 5,263 |
| 36 | BROADCOM INC | $452k | 1,462 |
| 37 | JOHNSON & JOHNSON | $448k | 1,833 |
| 38 | VANGUARD INDEX FDS | $387k | 1,207 |
| 39 | ISHARES INC | $380k | 5,441 |
| 40 | RTX CORPORATION | $360k | 1,864 |
| 41 | CAPITAL GROUP GROWTH ETF | $323k | 8,033 |
| 42 | CORNING INC | $288k | 2,119 |
| 43 | ISHARES TR | $274k | 5,819 |
| 44 | VANGUARD INTL EQUITY INDEX F | $262k | 4,840 |
| 45 | EXXON MOBIL CORP | $254k | 1,495 |
| 46 | VANGUARD STAR FDS | $247k | 3,203 |
| 47 | TJX COS INC NEW | $246k | 1,539 |
| 48 | VANGUARD INDEX FDS | $239k | 911 |
| 49 | VANGUARD INDEX FDS | $236k | 789 |
| 50 | UNION PAC CORP | $234k | 963 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.