AAF Wealth Management, LLC
Q2 2025 13F Holdings
- Locationwestborough, MA
- Num holdings
47
- Value ($000)
$219,539
- Date Filed08/05/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $52.63M | 24 % | 84,766 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $29.69M | 14 % | 390,492 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $24.64M | 11 % | 139,387 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $19.80M | 9 % | 87,188 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $16.91M | 8 % | 180,124 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $16.60M | 8 % | 207,226 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $11.24M | 5 % | 181,223 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $10.58M | 5 % | 34,724 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $4.71M | 2 % | 56,478 | ||
AAPL APPLE INC | COM | 037833100 | $4.16M | 2 % | 20,270 |
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