Institutional Fund
Aaf Wealth Management, LLC
Westborough, MACIK 172660922 filings on record
Portfolio Value
$243.80M
Q1 2026
Holdings
54
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+2.8%
from $237.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr23.1%
- Vanguard Index Fds14.8%
- Ishares Tr14.1%
- Invesco Exch Traded Fd Tr II10.4%
- Vanguard Whitehall Fds9.3%
- Ishares Tr5.3%
- Other22.9%
Portfolio Holdings
54 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 86.4K | $56.43M | 23.1% | +864 | Added |
| 2 | Vanguard Index Fds | 184.2K | $36.14M | 14.8% | −280 | Reduced |
| 3 | Ishares Tr | 410.1K | $34.27M | 14.1% | −9.5K | Reduced |
| 4 | Invesco Exch Traded Fd Tr II | 106.6K | $25.34M | 10.4% | +1.8K | Added |
| 5 | Vanguard Whitehall Fds | 241.5K | $22.76M | 9.3% | +843 | Added |
| 6 | Ishares Tr | 192.5K | $13.00M | 5.3% | +1.3K | Added |
| 7 | Spdr Gold Tr | 23.6K | $10.16M | 4.2% | +22.9K | Added |
| 8 | Apple Inc | 20.4K | $5.19M | 2.1% | −706 | Reduced |
| 9 | Ishares Tr | 52.4K | $4.74M | 1.9% | −4.0K | Reduced |
| 10 | Alphabet Inc | 14.3K | $4.10M | 1.7% | −380 | Reduced |
44 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio