AAF Wealth Management, LLC - Portfolio Stock Holdings

AAF Wealth Management, LLC disclosed 62 stock positions in a recent SEC 13F filing. $271,126,811 of stock holdings were filed, with the largest holdings including IVV, VTV, and IDEV. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $727,644,200 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.