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AAF Wealth Management, LLC

Q2 2026 13F Holdings

  • Location
    westborough, MA
  • Num holdings

    57

  • Value ($000)

    $271,128

  • Date Filed
    07/17/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$60.89M
23 %

81,307

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$38.26M
14 %

175,562

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$36.39M
13 %

408,779

Q
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$29.68M
11 %

97,959

V
VYMI

VANGUARD WHITEHALL FDS

INTL HIGH ETF
921946794
$23.71M
9 %

241,414

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$12.95M
5 %

167,957

I
IDMO

INVESCO EXCH TRADED FD TR II

S&P INTL MOMNT
46138E222
$11.04M
4 %

183,135

G
GLDM

WORLD GOLD TR

SPDR GLD MINIS
98149E303
$9.33M
3 %

117,528

A
AAPL

APPLE INC

COM
037833100
$5.9M
2 %

20,377

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$4.98M
2 %

51,604

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