DOSSIER · 13F-HR · Q2 2026

AAF Wealth Management, LLC

$271M in tracked AUM across 65 positions as of Q2 2026.

AW
CIK 0001726609 · last filed Jun 30, 2026
Total AUM
$271M
as of Q2 2026
Holdings
65
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

AAF Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$61M81K22.5%
02
VTV
VANGUARD INDEX FDS
$38M176K14.1%
03
IDEV
ISHARES TR
$36M409K13.4%
04
QQQM
INVESCO EXCH TRADED FD TR II
$30M98K10.9%
05
VYMI
VANGUARD WHITEHALL FDS
$24M241K8.7%
06
IJH
ISHARES TR
$13M168K4.8%
07
IDMO
INVESCO EXCH TRADED FD TR II
$11M183K4.1%
08
GLDM
WORLD GOLD TR
$9M118K3.4%
09
AAPL
APPLE INC
$6M20K2.2%
10
IEFA
ISHARES TR
$5M52K1.8%

Filing history

2026Q2Jun 30
$271M 11.2%
65 positionsView →
2026Q1Mar 31
$244M 2.8%
59 positionsView →
2025Q4Dec 31
$237M 7.4%
56 positionsView →
2025Q3Sep 30
$221M 0.6%
47 positionsView →
2025Q2Jun 30
$220M 18.5%
66 positionsLocked
2025Q1Mar 31
$185M 5.8%
48 positionsLocked
2024Q4Dec 31
$197M 0.6%
47 positionsLocked
2024Q3Sep 30
$198M 2.8%
44 positionsLocked
2024Q2Jun 30
$193M 8.6%
46 positionsLocked
2024Q1Mar 31
$177M 3.9%
43 positionsLocked
2023Q4Dec 31
$171M 9.5%
50 positionsLocked
2023Q3Sep 30
$156M 3.4%
44 positionsLocked
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