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Aaf Wealth Management, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    westborough, MA
  • CIK
    0001726609
  • Alternate names
    AAFCPAs Wealth Management, LLC
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

50

$237.16M
IVV, VTV, IDEV, QQQM
13F-HR
Feb 6, 2026
000172660926000001

43

$220.77M
IVV, VTV, IDEV, QQQM
13F-HR
Nov 12, 2025
000172660925000003

47

$219.54M
IVV, IDEV, VTV, QQQM
13F-HR
Aug 5, 2025
000108514625004526

47

$185.28M
IVV, IDEV, VTV, QQQM
13F-HR
May 16, 2025
000108514625003362

47

$198.27M
IVV, IDEV, VTV, QQQM
RESTATEMENT
May 19, 2025
000108514625003382

44

$198.47M
IVV, IDEV, VTV, QQQM
RESTATEMENT
May 19, 2025
000108514625003381

46

$193.04M
IVV, IDEV, VTV, QQQM
RESTATEMENT
May 19, 2025
000108514625003380

43

$177.78M
IVV, IDEV, VTV, QQQM
RESTATEMENT
May 19, 2025
000108514625003379

50

$171.02M
IVV, IDEV, VTV, QQQM
RESTATEMENT
May 19, 2025
000108514625003378

44

$155.69M
IVV, IDEV, VTV, QQQM
RESTATEMENT
May 19, 2025
000108514625003377

49

$162.4M
IVV, IDEV, VTV, IJH
RESTATEMENT
May 19, 2025
000108514625003376

46

$153.25M
IVV, IDEV, VTV, IJH
RESTATEMENT
May 19, 2025
000108514625003375

43

$141.19M
IVV, VTV, IDEV, IJH
RESTATEMENT
May 19, 2025
000108514625003374

39

$125.47M
IVV, VTV, IDEV, IJH
RESTATEMENT
May 19, 2025
000108514625003373

37

$132.75M
IVV, VTV, DIA, IDEV
RESTATEMENT
May 19, 2025
000108514625003384

32

$152.14M
IVV, VTV, DIA, IDEV
RESTATEMENT
May 19, 2025
000108514625003371

25

$138.25M
IVV, VTV, DIA, IXUS
RESTATEMENT
May 19, 2025
000108514625003370

25

$131.63M
IVV, VTV, DIA, IXUS
RESTATEMENT
May 19, 2025
000108514625003369

22

$129.59M
IVV, VTV, DIA, IXUS
RESTATEMENT
May 19, 2025
000108514625003368

21

$117.75M
IVV, VTV, DIA, IXUS
RESTATEMENT
May 19, 2025
000108514625003367

23

$110.41M
IVV, VTV, IXUS, DIA
RESTATEMENT
May 19, 2025
000108514625003366