AAF Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    westborough, MA
  • CIK
    0001726609
  • Alternate names
    AAFCPAs Wealth Management, LLC
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

47

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

47

$198.26 M
IVV, IDEV, VTV, QQQM
RESTATEMENT
May 19, 2025
000108514625003382

44

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

46

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

43

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

50

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

44

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

49

$162.40 M
IVV, IDEV, VTV, IJH
RESTATEMENT
May 19, 2025
000108514625003376

46

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

43

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

39

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

37

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

32

$152.13 M
IVV, VTV, DIA, IDEV
RESTATEMENT
May 19, 2025
000108514625003371

25

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

25

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

22

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

21

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

23

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