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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
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEMG ISHARES INC 5,465.0 $453K 0.17% -266.0 -4.6% $82.84 +1.0%
22 VTI VANGUARD INDEX FDS 1,207.0 $447K 0.17% -45.0 -3.6% $370.06 +2.6%
23 JNJ JOHNSON & JOHNSON Healthcare 1,754.0 $445K 0.16% -79.0 -4.3% $253.94 +8.4%
24 RTX RTX CORPORATION Industrials 1,781.0 $338K 0.12% -106.0 -5.6% $189.77 +5.8%
25 VWO VANGUARD INTL EQUITY INDEX F 4,840.0 $289K 0.11% -120.0 -2.4% $59.69 +2.9%
26 VB VANGUARD INDEX FDS 893.0 $271K 0.10% -41.0 -4.4% $303.19 -1.0%
27 UNP UNION PAC CORP Industrials 963.0 $262K 0.10% -146.0 -13.2% $271.91 +6.5%
28 TJX TJX COS INC NEW Consumer Cyclical 1,540.0 $233K 0.09% -315.0 -17.0% $151.46 -12.8%
29 PG PROCTER & GAMBLE CO Consumer Defensive 1,578.0 $231K 0.09% -57.0 -3.5% $146.63 -0.1%
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%