AAF Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    westborough, MA
  • CIK
    0001726609
  • Alternate names
    AAFCPAs Wealth Management, LLC
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

47

$196.77M
IVV, IDEV, VTV, QQQM
13F-HR
Feb 18, 2025
000108514625001740

44

$197.89M
IVV, IDEV, VTV, QQQM
13F-HR
Nov 4, 2024
000108514624005321

46

$192.50M
IVV, IDEV, QQQM, VTV
13F-HR
Aug 1, 2024
000108514624003385

43

$177.24M
IVV, IDEV, VTV, QQQM
13F-HR
May 6, 2024
000108514624002251

50

$170.53M
IVV, IDEV, VTV, QQQM
13F-HR
Feb 8, 2024
000108514624000840

44

$155.69M
IVV, IDEV, VTV, QQQM
13F-HR
Nov 14, 2023
000108514623004406

48

$161.22M
IVV, IDEV, VTV, IJH
13F-HR
Aug 10, 2023
000108514623003217

46

$153.25M
IVV, IDEV, VTV, IJH
13F-HR
May 5, 2023
000108514623002061

43

$141.19M
IVV, VTV, IDEV, IJH
13F-HR
Feb 7, 2023
000108514623000708

39

$125.46M
IVV, VTV, IDEV, IJH
13F-HR
Oct 31, 2022
000108514622003668

37

$132.71M
IVV, VTV, DIA, IDEV
13F-HR
Aug 4, 2022
000108514622002753

32

$152.13M
IVV, VTV, DIA, IDEV
13F-HR
Apr 29, 2022
000108514622001618

25

$138.24M
IVV, VTV, DIA, IXUS
13F-HR
Feb 10, 2022
000108514622000803

25

$131.63M
IVV, VTV, DIA, IXUS
13F-HR
Oct 28, 2021
000108514621002935

22

$129.57M
IVV, VTV, DIA, IXUS
13F-HR
Aug 9, 2021
000108514621002269

21

$117.75M
IVV, VTV, DIA, IXUS
13F-HR
May 4, 2021
000108514621001430

23

$110.41M
IVV, VTV, IXUS, DIA
13F-HR
Feb 11, 2021
000108514621000613
Aaf Wealth Management, Llc 13F Filings