Portfolio (Quarterly) Guide ↗

AAF Wealth Management, LLC

· CIK 0001726609

13F Portfolio $271M AUM 65 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 12 New 11 Added 29 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	USMV	ISHARES TR	—	10,564	$995K	0.42%	SOLD
2	CGGR	CAPITAL GROUP GROWTH ETF	—	8,033	$357K	0.15%	SOLD
3	GLD	SPDR GOLD TR	Financial Services	719	$285K	0.12%	SOLD
4	JGRO	J P MORGAN EXCHANGE TRADED F	—	2,505	$232K	0.10%	SOLD
5	V	VISA INC	Financial Services	572	$201K	0.09%	SOLD

Sector Allocation

Financial Services 40.5%

Technology 38.5%

Communication Services 10.7%

Consumer Cyclical 4.6%

Healthcare 2.3%

Industrials 2.0%

Consumer Defensive 0.8%

Energy 0.7%