StockDriftsStockDriftsTop 50 AAF Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 22.46% | 81.3K | $60.9M | -5.89%(-5.08K) | $408.34(+90.75%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 14.11% | 175.6K | $38.3M | -4.68%(-8.61K) | $138.28(+64.53%) | 2026-06-30 | |
| IDEV | ISHARES TR | 13.42% | 408.8K | $36.4M | -0.33%(-1.34K) | $64.34(+45.17%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 10.95% | 98.0K | $29.7M | -8.13%(-8.67K) | $151.17(+99.39%) | 2026-06-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 8.74% | 241.4K | $23.7M | -0.05%(-127) | $70.17(+48.76%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.78% | 168.0K | $13.0M | -12.76%(-24.56K) | $46.02(+70.68%) | 2026-06-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 4.07% | 183.1K | $11.0M | new | $56.60(+12.55%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 3.44% | 117.5K | $9.3M | new | $84.37(+3.30%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.17% | 20.4K | $5.9M | -0.27%(-55) | $154.91(+97.13%) | 2026-06-30 | |
| IEFA | ISHARES TR | 1.84% | 51.6K | $5.0M | -1.48%(-776) | $60.33(+67.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.40% | +57.70% | +9.07% | +54.33% |
| Top 20 Holdings Unweighted | +16.31% | +57.34% | +8.20% | +48.28% |
AAF Wealth Management, LLC reports $271.13M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are IVV (22.5%), VTV (14.1%) and IDEV (13.4%). The top 20 holdings account for 93.02% of reported assets. Its disclosed equity book has returned +57.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from AAF Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1726609). View AAF Wealth Management, LLC’s 13F filings on SEC