AAF Wealth Management, LLC
Q1 2025 13F Holdings
- Locationwestborough, MA
- Num holdings
47
- Value ($000)
$185,278
- Date Filed05/16/2025
- Form type13F-HR
- CIK0001726609
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $43.19M | 23 % | 76,861 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $26.46M | 14 % | 384,037 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $23.26M | 13 % | 134,672 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $17.08M | 9 % | 88,468 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $13.50M | 7 % | 183,192 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $11.67M | 6 % | 200,039 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $7.65M | 4 % | 18,210 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $7.57M | 4 % | 26,268 | ||
AAPL APPLE INC | COM | 037833100 | $4.39M | 2 % | 19,775 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $4.39M | 2 % | 58,058 |
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