Aaf Wealth Management, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $217 Million distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $52.6M, Ishares Core Msci Intl Develop with a value of $29.7M, Vanguard Value ETF with a value of $24.6M, Invesco Exchange Traded Fd Tr with a value of $19.8M, and Ishares Msci Usa Min Vol Facto with a value of $16.9M.

Examining the 13F form we can see an increase of $33.4M in the current position value, from $183M to 217M.

Below you can find more details about Aaf Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $217 Million
ETFs: $200 Million
Technology: $6.8 Million
Communication Services: $5.34 Million
Financial Services: $2.05 Million
Consumer Cyclical: $866,000
Industrials: $766,000
Healthcare: $278,000
Consumer Defensive: $275,000
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $217 Million
  • Prior Value $183 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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