AAF Wealth Management, LLC
Q3 2025 13F Holdings
- Locationwestborough, MA
- Num holdings
43
- Value ($000)
$220,771
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001726609
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $57.99 M | 26 % | 86,641 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $33.39 M | 15 % | 179,059 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $32.48 M | 15 % | 405,189 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $24.37 M | 11 % | 98,603 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $19.27 M | 9 % | 227,531 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $12.13 M | 6 % | 185,842 | ||
AAPL APPLE INC | COM | 037833100 | $5.17 M | 2 % | 20,308 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $4.92 M | 2 % | 56,310 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $3.35 M | 2 % | 13,746 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $2.72 M | 1 % | 9,244 |
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