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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 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 5,995.0 $1.2M 0.44% +1K +26.9% $200.10 +15.1%
22 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,413.0 $1.2M 0.42% +97.0 +4.2% $477.51 -10.2%
23 AMZN AMAZON COM INC Consumer Cyclical 4,761.0 $1.1M 0.42% -193.0 -3.9% $238.34 +8.5%
24 VUG VANGUARD INDEX FDS 12,320.0 $1.1M 0.39% +10K +446.3% $86.14 +2.7%
25 BERKSHIRE HATHAWAY INC DEL 1,865.0 $933K 0.34% +80.0 +4.5% $500.39
26 IWM ISHARES TR 2,643.0 $794K 0.29% -26.0 -1.0% $300.48 -1.5%
27 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.28% $748850.00
28 IWD ISHARES TR 3,076.0 $746K 0.28% -235.0 -7.1% $242.45 +6.3%
29 SCHF SCHWAB STRATEGIC TR 26,250.0 $727K 0.27% -2K -8.6% $27.70 +3.2%
30 QQQ INVESCO QQQ TR Financial Services 972.0 $716K 0.26% -266.0 -21.5% $736.35 -2.4%
31 IWB ISHARES TR 1,681.0 $688K 0.25% $409.46 +2.9%
32 JMTG J P MORGAN EXCHANGE TRADED F 13,120.0 $665K 0.24% +194.0 +1.5% $50.68 -1.9%
33 GLW CORNING INC Technology 2,348.0 $600K 0.22% NEW $255.42 -39.6%
34 AVGO BROADCOM INC Technology 1,436.0 $542K 0.20% +764.0 +113.7% $377.65 -5.2%
35 IXUS ISHARES TR 5,236.0 $500K 0.18% -587.0 -10.1% $95.45 +3.4%
36 VOO VANGUARD INDEX FDS 711.0 $489K 0.18% -139.0 -16.4% $687.08 +3.0%
37 IWR ISHARES TR 4,276.0 $472K 0.17% -2K -29.1% $110.31 +1.4%
38 ESGV VANGUARD WORLD FD 3,461.0 $458K 0.17% NEW $132.26 +3.3%
39 IEMG ISHARES INC 5,465.0 $453K 0.17% -266.0 -4.6% $82.84 +1.0%
40 VTI VANGUARD INDEX FDS 1,207.0 $447K 0.17% -45.0 -3.6% $370.06 +2.6%
Page 2 of 3  ·  57 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%