AAF Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    westborough, MA
  • Num holdings

    43

  • Value ($000)

    $220,771

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001726609
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$57.99M
26 %

86,641

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$33.39M
15 %

179,059

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$32.48M
15 %

405,189

Q
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$24.37M
11 %

98,603

V
VYMI

VANGUARD WHITEHALL FDS

INTL HIGH ETF
921946794
$19.27M
9 %

227,531

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$12.13M
6 %

185,842

A
AAPL

APPLE INC

COM
037833100
$5.17M
2 %

20,308

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$4.92M
2 %

56,310

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$3.35M
2 %

13,746

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$2.72M
1 %

9,244

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