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CIK: 0001726609
Total reported value
$271.1M
$271.1M
47 檔
48.8%
At the close of Q4 2024, AAF Wealth Management, LLC disclosed equity holdings valued at approximately $271.1M, spread across 47 reported holdings.
In Q4 2024, AAF Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 22.50% | -0.69% | +1.91% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 12.84% | -0.64% | +6.72% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 11.48% | -0.71% | +2.22% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 10.79% | +0.56% | -1.28% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.15% | -0.55% | -0.16% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 6.42% | -0.60% | +4.66% | |
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 3.91% | — | — | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.90% | -4.17% | EXIT | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.44% | +0.04% | -6.29% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.34% | -0.11% | +0.52% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.86% | +0.01% | -7.52% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.57% | -0.44% | -0.56% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | -0.19% | +0.02% | |
| 14 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 1.20% | +0.03% | -1.34% | |
| 15 | PID | Invesco International Divide | ETF-Other | 0.86% | -0.09% | -2.40% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.08% | +17.39% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | +0.05% | +0.03% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | — | +44.14% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | — | -0.86% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.03% | +40.58% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.07% | +5.13% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | — | +17.43% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.37% | -0.07% | +20.60% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.05% | — | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | +0.02% | -0.51% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.34% | -0.01% | — | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.28% | — | +0.23% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.28% | — | +86.88% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.28% | +0.01% | +0.14% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | -0.03% | — | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | -0.03% | -13.75% | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.25% | -0.01% | -1.09% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.23% | +0.09% | +0.26% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | — | -6.61% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.16% | -0.03% | +0.04% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.13% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | -0.08% | EXIT | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.13% | — | — | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | -0.02% | -7.90% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.12% | — | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | — | -6.13% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.12% | — | +5.60% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.12% | — | +8.40% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.11% | — | -4.14% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-Other | 0.11% | — | -97.88% | |
| 46 | PPSI | Pioneer Power Solutions Inc | Stock-Other | 0.09% | — | — | |
| 47 | ACRV | Acrivon Therapeutics Inc | Stock-Other | 0.03% | — | — |
According to official SEC Form 13F filings, AAF Wealth Management, LLC reported a total U.S. public equity portfolio value of $271.1M across 47 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IDEV, VTV) accounted for 48.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
DIA
市值: $7.8M
Top Position Liquidated / Trimmed
EWJ
前期市值: $5.1M
During Q4 2024, AAF Wealth Management, LLC's top holdings by market value included IVV (22.5%)、IDEV (12.8%)、VTV (11.5%). The largest single position, IVV, represented 22.5% of total portfolio value.
In Q4 2024, AAF Wealth Management, LLC made 44 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 16 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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