You're signed outSign in or to get full access.
Aaf Wealth Management, LLC
AAF Wealth Management, LLC is a Massachusetts-based registered investment adviser and subsidiary of AAFCPAs, Inc., headquartered in Westborough, MA. Founded in 2001 and an RIA since 2012, the firm manages over $600 million in assets and employs 9 professionals, focusing on providing comprehensive wealth and portfolio management, financial planning, and consulting services tailored to individuals, families, non-profits, foundations, and other clients.
Investment Strategy
AAF Wealth Management provides continuous and regular account supervision, creating custom portfolios based on individual client goals and circumstances. Investments may include individual stocks and bonds, ETFs, mutual funds, options, and both public and private securities. Each portfolio is designed in alignment with the client's objectives, and clients can place reasonable restrictions on portfolio holdings. In addition to asset management, the firm offers detailed financial planning and consulting services covering areas like investment, retirement, tax, estate, charitable, and education planning, with recommendations tailored to achieve each client's long-term goals.
Latest 13F Filing Activity
Aaf Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 47 equity positions with a total 13F market value of $220M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Aaf Wealth Management, LLC reduced exposure to SPDR Dow Jones Indl Average, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 23.97% | $52.6M | 84,766 | $419.57 | $620.90 | +$9.4M |
I IDEV | ISHARES TR | 13.53% | $29.7M | 390,492 | $61.24 | $76.04 | +$3.2M |
V VTV | VANGUARD INDEX FDS | 11.22% | $24.6M | 139,387 | $129.54 | $176.74 | +$1.4M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 9.02% | $19.8M | 87,188 | $130.53 | $227.10 | +$2.7M |
U USMV | ISHARES TR | 7.70% | $16.9M | 180,124 | $93.87 | $93.87 | +$16.9M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more