The Analysis of AAF Wealth Management, LLC's Holdings
Currently, AAF Wealth Management, LLC holds 50 types of securities in its portfolio with a total value $237.2M. In the most recent quarter, they have increased their positions in QQQM (+6.3K shares, valued at $1.6M), IDEV (+14.5K shares, valued at $1.2M), VYMI (+13.2K shares, valued at $1.2M); decreased their positions in IVV (-1.1K shares, valued at $762.3K), GLD (-657 shares, valued at $260.4K), IJR (-1.1K shares, valued at $131.6K); initiated new positions in N/A (+1.2K shares, valued at $760.4K), IEMG (+5.7K shares, valued at $385.3K), CGGR (+8.0K shares, valued at $357.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR85.5K shares-1.28%2025-12-312026-02-06
VTV VANGUARD INDEX FDS184.5K shares3.01%2025-12-312026-02-06 IDEV ISHARES TR419.7K shares3.57%2025-12-312026-02-06 QQQM INVESCO EXCH TRADED FD TR II104.9K shares6.35%2025-12-312026-02-06 VYMI VANGUARD WHITEHALL FDS240.7K shares5.79%2025-12-312026-02-06 IJH ISHARES TR191.2K shares2.91%2025-12-312026-02-06 AAPL APPLE INC21.1K shares4.09%2025-12-312026-02-06 IEFA ISHARES TR56.3K shares0.05%2025-12-312026-02-06 ALPHABET INC ALPHABET INC14.7K shares6.73%2025-12-312026-02-06 VO VANGUARD INDEX FDS9.0K shares-3.04%2025-12-312026-02-06 FELC FIDELITY COVINGTON TRUST54.4K shares1.91%2025-12-312026-02-06 MSFT MICROSOFT CORP3.6K shares50.94%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR2.5K shares60.84%2025-12-312026-02-06 IWF ISHARES TR3.6K shares-0.48%2025-12-312026-02-06 PID INVESCO EXCHANGE TRADED FD T75.7K shares-4.41%2025-12-312026-02-06 META META PLATFORMS INC2.5K shares7.60%2025-12-312026-02-06 ALPHABET INC ALPHABET INC4.8K shares26.65%2025-12-312026-02-06 IJR ISHARES TR11.2K shares-8.88%2025-12-312026-02-06 AMZN AMAZON COM INC5.0K shares25.13%2025-12-312026-02-06 VUG VANGUARD INDEX FDS2.3K shares8.15%2025-12-312026-02-06 USMV ISHARES TR10.6K shares0.41%2025-12-312026-02-06 NVDA NVIDIA CORPORATION4.7K shares58.86%2025-12-312026-02-06 INVESCO QQQ TR INVESCO QQQ TR1.2K sharesnew addition2025-12-312026-02-06 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-06 TSM TAIWAN SEMICONDUCTOR MFG LTD2.3K shares0.26%2025-12-312026-02-06 IWD ISHARES TR3.3K shares-1.11%2025-12-312026-02-06 SCHF SCHWAB STRATEGIC TR28.7K shares1.59%2025-12-312026-02-06 JMTG J P MORGAN EXCHANGE TRADED F12.9K shares0.73%2025-12-312026-02-06 IWM ISHARES TR2.7K shares-4.17%2025-12-312026-02-06 IWB ISHARES TR1.7K shares-4.43%2025-12-312026-02-06 IWR ISHARES TR6.0K shares-3.41%2025-12-312026-02-06 IXUS ISHARES TR5.8K shares-0.38%2025-12-312026-02-06 VTI VANGUARD INDEX FDS1.3K shares0.24%2025-12-312026-02-06 IEMG ISHARES INC5.7K sharesnew addition2025-12-312026-02-06 JNJ JOHNSON & JOHNSON1.8K shares27.29%2025-12-312026-02-06 CGGR CAPITAL GROUP GROWTH ETF8.0K sharesnew addition2025-12-312026-02-06 RTX RTX CORPORATION1.9K shares16.77%2025-12-312026-02-06 TJX TJX COS INC NEW1.9K sharesnew addition2025-12-312026-02-06 GLD SPDR GOLD TR719 shares-47.75%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F5.0K shares-0.96%2025-12-312026-02-06 UNP UNION PAC CORP1.1K sharesnew addition2025-12-312026-02-06 VV VANGUARD INDEX FDS789 shares0.13%2025-12-312026-02-06 VB VANGUARD INDEX FDS934 sharesnew addition2025-12-312026-02-06 PG PROCTER AND GAMBLE CO1.6K sharesnew addition2025-12-312026-02-06 BROADCOM INC BROADCOM INC672 shares1.20%2025-12-312026-02-06 JGRO J P MORGAN EXCHANGE TRADED F2.5K sharesnew addition2025-12-312026-02-06 V VISA INC572 sharesnew addition2025-12-312026-02-06 ACRV ACRIVON THERAPEUTICS INC10.7K shares0.00%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available