AAF Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Westborough, MA
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$243,797
Net value change ($000)
+6,642 (2.8%)
New positions
6
Sold out positions
2
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLD 9,879 3466.3%
VYMI 1,100 5.1%
VTV 906 2.6%
ESGV 763 NEW
IJH 379 3.0%
GLW 288 NEW
ESML 274 NEW
XOM 254 NEW
VXUS 247 NEW
AVGO 219 94.0%
Top Reduces (Value $000, Stocks/ETFs)
IVV -2,149 -3.7%
QQQM -1,184 -4.5%
USMV -995 -100.0%
AAPL -561 -9.8%
GOOGL -504 -10.9%
MSFT -368 -21.1%
IDEV -340 -1.0%
IEFA -298 -5.9%
V -201 -100.0%
IWF -167 -9.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type