AAF Wealth Management, LLC - Portfolio overview

AAF Wealth Management, LLC has 57 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 23.24%
2. VTV - VANGUARD INDEX FDS, 14.88%
3. IDEV - ISHARES TR, 14.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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