StockDriftsStockDriftsTop 50 AAF Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 23.15% | 86.4K | $56.4M | +1.01%(+864) | $408.34(+83.28%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 14.82% | 184.2K | $36.1M | -0.15%(-280) | $138.28(+58.50%) | 2026-03-31 | |
| IDEV | ISHARES TR | 14.06% | 410.1K | $34.3M | -2.27%(-9.54K) | $64.34(+39.20%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 10.39% | 106.6K | $25.3M | +1.68%(+1.77K) | $151.17(+94.10%) | 2026-03-31 | |
| VYMI | VANGUARD WHITEHALL FDS | 9.34% | 241.5K | $22.8M | +0.35%(+843) | $70.17(+41.47%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.33% | 192.5K | $13.0M | +0.66%(+1.27K) | $46.02(+65.34%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.17% | 23.6K | $10.2M | +3185.40%(+22.90K) | $408.54(-7.44%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.13% | 20.4K | $5.2M | -3.34%(-706) | $154.91(+99.23%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.95% | 52.4K | $4.7M | -7.03%(-3.96K) | $60.33(+61.29%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.68% | 14.3K | $4.1M | -2.59%(-380) | $148.00(+140.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.98% | +48.08% |
| Top 20 Holdings Unweighted | +14.62% | +50.58% |
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