AAF Wealth Management, LLC
All 13F Filings
- Location
- Westborough, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 271,128
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 57 | 271,128 | 13F-HR | AAF Wealth Management, LLC |
| Q1 2026 | 5/8/2026 | 54 | 243,797 | 13F-HR | AAF Wealth Management, LLC |
| Q4 2025 | 2/6/2026 | 50 | 237,155 | 13F-HR | AAF Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 43 | 220,771 | 13F-HR | AAF Wealth Management, LLC |
| Q2 2025 | 8/5/2025 | 47 | 219,539 | 13F-HR | AAF Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.03 K | 9.6% | 3.412 K | 0 | 3.412 K |
| ETFs | 245.1 K | 90.4% | 23.92 K | 0 | 23.92 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
271,128
Holdings
57
QoQ value change ($000)
27,331
(11.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.