AAF Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    westborough, MA
  • CIK
    0001726609
  • Alternate names
    AAFCPAs Wealth Management, LLC
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

47

$185.28M
IVV, IDEV, VTV, QQQM
13F-HR
May 16, 2025
000108514625003362

47

$198.26M
IVV, IDEV, VTV, QQQM
RESTATEMENT
May 19, 2025
000108514625003382

44

$198.47M
IVV, IDEV, VTV, QQQM
RESTATEMENT
May 19, 2025
000108514625003381

46

$193.04M
IVV, IDEV, VTV, QQQM
RESTATEMENT
May 19, 2025
000108514625003380

43

$177.78M
IVV, IDEV, VTV, QQQM
RESTATEMENT
May 19, 2025
000108514625003379

50

$171.02M
IVV, IDEV, VTV, QQQM
RESTATEMENT
May 19, 2025
000108514625003378

44

$155.69M
IVV, IDEV, VTV, QQQM
RESTATEMENT
May 19, 2025
000108514625003377

49

$162.40M
IVV, IDEV, VTV, IJH
RESTATEMENT
May 19, 2025
000108514625003376

46

$153.25M
IVV, IDEV, VTV, IJH
RESTATEMENT
May 19, 2025
000108514625003375

43

$141.19M
IVV, VTV, IDEV, IJH
RESTATEMENT
May 19, 2025
000108514625003374

39

$125.47M
IVV, VTV, IDEV, IJH
RESTATEMENT
May 19, 2025
000108514625003373

37

$132.75M
IVV, VTV, DIA, IDEV
RESTATEMENT
May 19, 2025
000108514625003384

32

$152.13M
IVV, VTV, DIA, IDEV
RESTATEMENT
May 19, 2025
000108514625003371

25

$138.25M
IVV, VTV, DIA, IXUS
RESTATEMENT
May 19, 2025
000108514625003370

25

$131.63M
IVV, VTV, DIA, IXUS
RESTATEMENT
May 19, 2025
000108514625003369

22

$129.59M
IVV, VTV, DIA, IXUS
RESTATEMENT
May 19, 2025
000108514625003368

21

$117.75M
IVV, VTV, DIA, IXUS
RESTATEMENT
May 19, 2025
000108514625003367

23

$110.41M
IVV, VTV, IXUS, DIA
RESTATEMENT
May 19, 2025
000108514625003366