AAF Wealth Management, LLC
•CIK: 1726609•Filing: Q4 2025
AAF Wealth Management, LLC manages $237M across a diversified portfolio of 50 positions. The strategy exhibits a significant tilt toward broad market equity exposure, evidenced by top holdings including IVV at $58.6M and VTV at $35.2M. Notable concentrations also include IDEV ($34.6M) and QQQM ($26.5M), suggesting a focus on established, large-cap growth and sector representation. The portfolio maintains substantial exposure to technology leaders, highlighted by positions in AAPL ($5.7M) and GOOG ($4.6M).
Total AUM
$237.2M
QoQ Performance
+7.4%
Positions
30
Top 10 Concentration
87.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VTV
IDEV
QQQM
VYMI
IJH
IVV24.7%
VTV14.9%
IDEV14.6%
QQQM11.2%
VYMI9.1%
IJH5.3%
AAPL2.4%
IEFA2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.8%
ETF25.6%
Technology6.9%
Financial0.8%
Consumer0.5%
Industrial0.3%
Healthcare0.2%
Changes from Q3 2025
NEW9 new positions
↑26 increased
↓13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023