AAF Wealth Management, LLC Long-Term Concentrated

CIK: 0001726609 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 5, 2025

Total Value ($000): $219,539 (100.0% shares, 0.0% debt)

Holdings (47)

IVV ISHARES TR 24.0%
Value ($000) $52,631 Shares 84,766 Est. Cost $419.08 Unrealized
IDEV ISHARES TR 13.5%
Value ($000) $29,693 Shares 390,492 Est. Cost $61.39 Unrealized
VTV VANGUARD INDEX FDS 11.2%
Value ($000) $24,635 Shares 139,387 Est. Cost $129.40 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 9.0%
Value ($000) $19,800 Shares 87,188 Est. Cost $130.53 Unrealized
USMV ISHARES TR 7.7%
Value ($000) $16,908 Shares 180,124 Est. Cost $93.87 Unrealized
VYMI VANGUARD WHITEHALL FDS 7.6%
Value ($000) $16,601 Shares 207,226 Est. Cost $68.17 Unrealized
IJH ISHARES TR 5.1%
Value ($000) $11,239 Shares 181,223 Est. Cost $92.17 Unrealized
GLD SPDR GOLD TR 4.8%
Value ($000) $10,585 Shares 34,724 Est. Cost $260.72 Unrealized
IEFA ISHARES TR 2.1%
Value ($000) $4,715 Shares 56,478 Est. Cost $62.90 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $4,159 Shares 20,270 Est. Cost $144.71 Unrealized +39.2%
VO VANGUARD INDEX FDS 1.2%
Value ($000) $2,584 Shares 9,235 Est. Cost $208.79 Unrealized
GOOG ALPHABET INC 1.1%
Value ($000) $2,442 Shares 13,764 Est. Cost $114.77 Unrealized +43.6%
META META PLATFORMS INC 0.9%
Value ($000) $1,899 Shares 2,573 Est. Cost $308.77 Unrealized +99.7%
FELC FIDELITY COVINGTON TRUST 0.8%
Value ($000) $1,855 Shares 53,770 Est. Cost $26.58 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,624 Shares 79,195 Est. Cost $16.72 Unrealized
IWF ISHARES TR 0.7%
Value ($000) $1,515 Shares 3,569 Est. Cost $274.35 Unrealized
IJR ISHARES TR 0.6%
Value ($000) $1,424 Shares 13,030 Est. Cost $95.84 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,202 Shares 2,416 Est. Cost $336.90 Unrealized +28.3%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $985 Shares 1,594 Est. Cost $466.63 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $949 Shares 2,164 Est. Cost $273.56 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $866 Shares 3,949 Est. Cost $147.03 Unrealized +34.6%
GOOGL ALPHABET INC 0.4%
Value ($000) $787 Shares 4,464 Est. Cost $145.76 Unrealized +12.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $762 Shares 1,569 Est. Cost $355.30 Unrealized +42.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $729 Shares 1 Est. Cost $471172.90 Unrealized +61.7%
IWD ISHARES TR 0.3%
Value ($000) $694 Shares 3,572 Est. Cost $152.69 Unrealized
JMTG J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $631 Shares 12,577 Est. Cost $50.19 Unrealized
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $624 Shares 28,256 Est. Cost $29.16 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $600 Shares 2,782 Est. Cost $196.10 Unrealized
IWB ISHARES TR 0.3%
Value ($000) $597 Shares 1,759 Est. Cost $228.28 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $522 Shares 2,304 Est. Cost $173.81 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $504 Shares 887 Est. Cost $500.13 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $479 Shares 3,031 Est. Cost $125.82 Unrealized 0.0%
IWR ISHARES TR 0.2%
Value ($000) $473 Shares 5,139 Est. Cost $71.54 Unrealized
IXUS ISHARES TR 0.2%
Value ($000) $469 Shares 6,060 Est. Cost $68.08 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $324 Shares 1,065 Est. Cost $267.49 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $295 Shares 2,019 Est. Cost $111.29 Unrealized +18.4%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $287 Shares 989 Est. Cost $153.55 Unrealized +64.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $278 Shares 1,820 Est. Cost $141.97 Unrealized +6.2%
V VISA INC 0.1%
Value ($000) $278 Shares 783 Est. Cost $337.51 Unrealized +2.8%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $276 Shares 1,731 Est. Cost $153.10 Unrealized +5.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $268 Shares 1,149 Est. Cost $179.96 Unrealized +10.9%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $264 Shares 5,332 Est. Cost $43.86 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $226 Shares 3,264 Est. Cost $55.37 Unrealized +9.0%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $225 Shares 787 Est. Cost $239.76 Unrealized
T AT&T INC 0.1%
Value ($000) $218 Shares 7,536 Est. Cost $26.96 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $216 Shares 783 Est. Cost $215.92 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $205 Shares 891 Est. Cost $218.47 Unrealized 0.0%