AAF Wealth Management, LLC: 13F holdings
CIK 17266092026Q2
| Positions | 57 |
|---|---|
| Reported value | $271.1m |
| Filed | 2026-07-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 81,307 | $60.9m | 22.5% |
| VTV VANGUARD INDEX FDS | 175,562 | $38.3m | 14.1% |
| VGK ISHARES TR | 408,779 | $36.4m | 13.4% |
| QQQM INVESCO EXCH TRADED FD TR II | 97,959 | $29.7m | 10.9% |
| VYMI VANGUARD WHITEHALL FDS | 241,414 | $23.7m | 8.7% |
| IJH ISHARES TR | 167,957 | $13.0m | 4.8% |
| INVESCO EXCH TRADED FD TR II | 183,135 | $11.0m | 4.1% |
| GLDM WORLD GOLD TR | 117,528 | $9.3m | 3.4% |
| AAPL APPLE INC | 20,377 | $5.9m | 2.2% |
| IEFA ISHARES TR | 51,604 | $5.0m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1726609")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.