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Portfolio (Quarterly) Guide ↗

AAF Wealth Management, LLC

· CIK 0001726609
13F Portfolio $237M AUM 56 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 21 Added 11 Reduced 2 Exited
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USMV ISHARES TR 10,564.0 $995K 0.42% $94.16 +2.9%
22 BERKSHIRE HATHAWAY INC DEL 1,785.0 $897K 0.38% +440.0 +32.7% $502.65
23 NVDA NVIDIA CORPORATION Technology 4,726.0 $881K 0.37% +2K +58.9% $186.50 +15.5%
24 QQQ INVESCO QQQ TR Financial Services 1,238.0 $760K 0.32% NEW $614.24 +16.8%
25 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.32% $754800.00
26 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,316.0 $704K 0.30% $303.83 +33.1%
27 IWD ISHARES TR 3,311.0 $696K 0.29% -37.0 -1.1% $210.36 +12.3%
28 SCHF SCHWAB STRATEGIC TR 28,705.0 $690K 0.29% +449.0 +1.6% $24.04 +13.4%
29 JMTG J P MORGAN EXCHANGE TRADED F 12,926.0 $660K 0.28% +94.0 +0.7% $51.06 -1.3%
30 IWM ISHARES TR 2,669.0 $657K 0.28% -116.0 -4.2% $246.14 +15.8%
31 IWB ISHARES TR 1,684.0 $629K 0.27% -78.0 -4.4% $373.40 +8.9%
32 IWR ISHARES TR 6,033.0 $581K 0.24% -213.0 -3.4% $96.27 +10.0%
33 VOO VANGUARD INDEX FDS 850.0 $533K 0.23% -37.0 -4.2% $627.34 +9.3%
34 IXUS ISHARES TR 5,823.0 $493K 0.21% $84.64 +12.2%
35 VTI VANGUARD INDEX FDS 1,252.0 $420K 0.18% $335.28 +9.4%
36 IEMG ISHARES INC 5,731.0 $385K 0.16% NEW $67.23 +19.9%
37 JNJ JOHNSON & JOHNSON Healthcare 1,833.0 $379K 0.16% +393.0 +27.3% $206.90 +13.3%
38 CGGR CAPITAL GROUP GROWTH ETF 8,033.0 $357K 0.15% NEW $44.47 +3.6%
39 RTX RTX CORPORATION Industrials 1,887.0 $346K 0.15% +271.0 +16.8% $183.42 -3.5%
40 TJX TJX COS INC NEW Consumer Cyclical 1,855.0 $285K 0.12% NEW $153.64 +3.0%
Page 2 of 3  ·  50 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
Technology 41.1%
Communication Services 34.2%
Financial Services 13.0%
Consumer Cyclical 6.3%
Industrials 2.7%
Healthcare 1.8%
Consumer Defensive 1.0%