AAF Wealth Management, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$220.8B

Holdings

43

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (43 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
86,641$58.0B26.27%
2
VTVVANGUARD INDEX FDS
179,059$33.4B15.13%
3
IDEVISHARES TR
405,189$32.5B14.71%
4
QQQMINVESCO EXCH TRADED FD TR II
98,603$24.4B11.04%
5
VYMIVANGUARD WHITEHALL FDS
227,531$19.3B8.73%
6
IJHISHARES TR
185,842$12.1B5.49%
7
AAPLAPPLE INC
20,308$5.2B2.34%
8
AQLTISHARES TR
56,310$4.9B2.23%
9
GOOGALPHABET INC
13,746$3.3B1.52%
10
VOVANGUARD INDEX FDS
9,244$2.7B1.23%
11
FELCFIDELITY COVINGTON TRUST
53,389$2.0B0.90%
12
METAMETA PLATFORMS INC
2,316$1.7B0.77%
13
PIDINVESCO EXCHANGE TRADED FD T
79,173$1.7B0.76%
14
IWFISHARES TR
3,570$1.7B0.76%
15
IJRISHARES TR
12,332$1.5B0.66%
16
MSFTMICROSOFT CORP
2,395$1.2B0.56%
17
SPYSPDR S&P 500 ETF TR
1,545$1.0B0.47%
18
USMVISHARES TR
10,521$1.0B0.45%
19
VUGVANGUARD INDEX FDS
2,085$1.0B0.45%
20
GOOGLALPHABET INC
3,782$919.3M0.42%
21
AMZNAMAZON COM INC
3,959$869.3M0.39%
22
BRK-BBERKSHIRE HATHAWAY INC DEL
1$754.2M0.34%
23
IWDISHARES TR
3,348$681.6M0.31%
24
BRK/BBERKSHIRE HATHAWAY INC DEL
1,345$676.2M0.31%
25
IWMISHARES TR
2,785$673.9M0.31%
26
SCHFSCHWAB STRATEGIC TR
28,256$657.8M0.30%
27
JMTGJ P MORGAN EXCHANGE TRADED F
12,832$654.5M0.30%
28
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,310$645.3M0.29%
29
IWBISHARES TR
1,762$643.9M0.29%
30
IWRISHARES TR
6,246$603.1M0.27%
31
NVDANVIDIA CORPORATION
2,975$555.1M0.25%
32
VOOVANGUARD INDEX FDS
887$543.4M0.25%
33
GQ9SPDR GOLD TR
1,376$489.1M0.22%
34
IXUSISHARES TR
5,845$482.7M0.22%
35
NFLXNETFLIX INC
361$432.8M0.20%
36
VTIVANGUARD INDEX FDS
1,249$410.0M0.19%
37
VWOVANGUARD INTL EQUITY INDEX F
5,008$271.3M0.12%
38
RTXRTX CORPORATION
1,616$270.4M0.12%
39
JNJJOHNSON & JOHNSON
1,440$267.0M0.12%
40
VVVANGUARD INDEX FDS
788$242.7M0.11%
41
HONHONEYWELL INTL INC
1,084$228.2M0.10%
42
AVGOBROADCOM INC
664$219.1M0.10%
43
ACRVACRIVON THERAPEUTICS INC
10,678$19.3M0.01%