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AAF Wealth Management, LLC

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13F filer, CIK 1726609, WESTBOROUGH, MA

AAF Wealth Management, LLC reported $243,796,611 across 54 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 87.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001726609-26-000002

Period
2026-03-31
Reported value
$244M
Holdings
54
Top 10 weight
87.01%
New
6
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GLDadded+22,903$9.85M
ESGVnew+6,797$763K
IVVadded+864$564K
QQQMadded+1,766$420K
GLWnew+2,119$288K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
USMVexited-10,564-$995K
IDEVreduced-9,540-$797K
IEFAreduced-3,959-$358K
Vexited-572-$201K
AAPLreduced-706-$179K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001726609-26-000002, largest first. % of portfolio is the value over $243,796,611, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,364 shares; 2024Q4: 75,786 shares; 2025Q1: 76,861 shares; 2025Q2: 84,766 shares; 2025Q3: 86,641 shares; 2025Q4: 85,528 shares; 2026Q1: 86,392 shares 86,392$56.4M23.15%+864Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,472 shares; 2024Q4: 134,391 shares; 2025Q1: 134,672 shares; 2025Q2: 139,387 shares; 2025Q3: 179,059 shares; 2025Q4: 184,455 shares; 2026Q1: 184,175 shares 184,175$36.1M14.82%-280Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,023 shares; 2024Q4: 394,898 shares; 2025Q1: 384,037 shares; 2025Q2: 390,492 shares; 2025Q3: 405,189 shares; 2025Q4: 419,662 shares; 2026Q1: 410,122 shares 410,122$34.3M14.06%-9,540Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,993 shares; 2024Q4: 101,670 shares; 2025Q1: 88,468 shares; 2025Q2: 87,188 shares; 2025Q3: 98,603 shares; 2025Q4: 104,860 shares; 2026Q1: 106,626 shares 106,626$25.3M10.39%+1,766Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,165 shares; 2024Q4: 187,506 shares; 2025Q1: 183,192 shares; 2025Q2: 207,226 shares; 2025Q3: 227,531 shares; 2025Q4: 240,698 shares; 2026Q1: 241,541 shares 241,541$22.8M9.34%+843Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,517 shares; 2024Q4: 291,062 shares; 2025Q1: 200,039 shares; 2025Q2: 181,223 shares; 2025Q3: 185,842 shares; 2025Q4: 191,249 shares; 2026Q1: 192,519 shares 192,519$13M5.33%+1,270Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,763 shares; 2025Q1: 26,268 shares; 2025Q2: 34,724 shares; 2025Q3: 1,376 shares; 2025Q4: 719 shares; 2026Q1: 23,622 shares 23,622$10.2M4.17%+22,903Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,578 shares; 2024Q4: 19,284 shares; 2025Q1: 19,775 shares; 2025Q2: 20,270 shares; 2025Q3: 20,308 shares; 2025Q4: 21,138 shares; 2026Q1: 20,432 shares 20,432$5.19M2.13%-706Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,610 shares; 2024Q4: 65,948 shares; 2025Q1: 58,058 shares; 2025Q2: 56,478 shares; 2025Q3: 56,310 shares; 2025Q4: 56,339 shares; 2026Q1: 52,380 shares 52,380$4.74M1.95%-3,959Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,116 shares; 2024Q4: 13,118 shares; 2025Q1: 13,376 shares; 2025Q2: 13,764 shares; 2025Q3: 13,746 shares; 2025Q4: 14,671 shares; 2026Q1: 14,291 shares 14,291$4.1M1.68%-380Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,822 shares; 2024Q4: 11,756 shares; 2025Q1: 10,058 shares; 2025Q2: 9,235 shares; 2025Q3: 9,244 shares; 2025Q4: 8,963 shares; 2026Q1: 8,819 shares 8,819$2.53M1.04%-144Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,000 shares; 2024Q4: 72,021 shares; 2025Q1: 53,918 shares; 2025Q2: 53,770 shares; 2025Q3: 53,389 shares; 2025Q4: 54,408 shares; 2026Q1: 53,392 shares 53,392$1.94M0.79%-1,016Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,561 shares; 2025Q1: 1,461 shares; 2025Q2: 1,594 shares; 2025Q3: 1,545 shares; 2025Q4: 2,485 shares; 2026Q1: 2,463 shares 2,463$1.6M0.66%-22Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,047 shares; 2025Q1: 2,968 shares; 2025Q2: 3,569 shares; 2025Q3: 3,570 shares; 2025Q4: 3,553 shares; 2026Q1: 3,553 shares 3,553$1.52M0.62%0Timeline
PIDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,582 shares; 2024Q4: 93,287 shares; 2025Q1: 83,378 shares; 2025Q2: 79,195 shares; 2025Q3: 79,173 shares; 2025Q4: 75,681 shares; 2026Q1: 67,731 shares 67,731$1.51M0.62%-7,950Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,340 shares; 2024Q4: 2,747 shares; 2025Q1: 2,835 shares; 2025Q2: 2,573 shares; 2025Q3: 2,316 shares; 2025Q4: 2,492 shares; 2026Q1: 2,585 shares 2,585$1.48M0.61%+93Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,672 shares; 2024Q4: 32,063 shares; 2025Q1: 21,513 shares; 2025Q2: 13,030 shares; 2025Q3: 12,332 shares; 2025Q4: 11,237 shares; 2026Q1: 11,120 shares 11,120$1.38M0.57%-117Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: 1,899 shares; 2025Q2: 2,416 shares; 2025Q3: 2,395 shares; 2025Q4: 3,615 shares; 2026Q1: 3,728 shares 3,728$1.38M0.57%+113Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 4,119 shares; 2025Q1: 4,283 shares; 2025Q2: 4,464 shares; 2025Q3: 3,782 shares; 2025Q4: 4,790 shares; 2026Q1: 4,797 shares 4,797$1.38M0.57%+7Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 3,524 shares; 2025Q1: 3,893 shares; 2025Q2: 3,949 shares; 2025Q3: 3,959 shares; 2025Q4: 4,954 shares; 2026Q1: 4,875 shares 4,875$1.02M0.42%-79Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,031 shares; 2025Q3: 2,975 shares; 2025Q4: 4,726 shares; 2026Q1: 5,773 shares 5,773$1.01M0.41%+1,047Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,185 shares; 2025Q1: 2,159 shares; 2025Q2: 2,164 shares; 2025Q3: 2,085 shares; 2025Q4: 2,255 shares; 2026Q1: 2,180 shares 2,180$952K0.39%-75Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,926 shares; 2025Q1: 1,676 shares; 2025Q2: 1,569 shares; 2025Q3: 1,345 shares; 2025Q4: 1,785 shares; 2026Q1: 1,872 shares 1,872$897K0.37%+87Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,291 shares; 2025Q1: 2,297 shares; 2025Q2: 2,304 shares; 2025Q3: 2,310 shares; 2025Q4: 2,316 shares; 2026Q1: 2,389 shares 2,389$807K0.33%+73Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,797 shares 6,797$763K0.31%newTimeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1$718K0.29%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,056 shares; 2025Q1: 624 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares 1,238$715K0.29%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,962 shares; 2024Q4: 2,966 shares; 2025Q1: 2,857 shares; 2025Q2: 3,572 shares; 2025Q3: 3,348 shares; 2025Q4: 3,311 shares; 2026Q1: 3,133 shares 3,133$669K0.27%-178Timeline
JMTGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,577 shares; 2025Q3: 12,832 shares; 2025Q4: 12,926 shares; 2026Q1: 13,022 shares 13,022$664K0.27%+96Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,019 shares; 2024Q4: 29,937 shares; 2025Q1: 28,937 shares; 2025Q2: 28,256 shares; 2025Q3: 28,256 shares; 2025Q4: 28,705 shares; 2026Q1: 26,770 shares 26,770$663K0.27%-1,935Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,107 shares; 2025Q1: 2,919 shares; 2025Q2: 2,782 shares; 2025Q3: 2,785 shares; 2025Q4: 2,669 shares; 2026Q1: 2,644 shares 2,644$656K0.27%-25Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,753 shares; 2025Q1: 1,756 shares; 2025Q2: 1,759 shares; 2025Q3: 1,762 shares; 2025Q4: 1,684 shares; 2026Q1: 1,684 shares 1,684$600K0.25%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,834 shares; 2024Q4: 8,242 shares; 2025Q1: 5,369 shares; 2025Q2: 5,139 shares; 2025Q3: 6,246 shares; 2025Q4: 6,033 shares; 2026Q1: 6,027 shares 6,027$586K0.24%-6Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 991 shares; 2025Q1: 994 shares; 2025Q2: 887 shares; 2025Q3: 887 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850$508K0.21%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,458 shares; 2024Q4: 7,377 shares; 2025Q1: 6,503 shares; 2025Q2: 6,060 shares; 2025Q3: 5,845 shares; 2025Q4: 5,823 shares; 2026Q1: 5,263 shares 5,263$456K0.19%-560Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 783 shares; 2025Q3: 664 shares; 2025Q4: 672 shares; 2026Q1: 1,462 shares 1,462$452K0.19%+790Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,703 shares; 2025Q1: 1,810 shares; 2025Q2: 1,820 shares; 2025Q3: 1,440 shares; 2025Q4: 1,833 shares; 2026Q1: 1,833 shares 1,833$448K0.18%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,116 shares; 2025Q1: 1,097 shares; 2025Q2: 1,065 shares; 2025Q3: 1,249 shares; 2025Q4: 1,252 shares; 2026Q1: 1,207 shares 1,207$387K0.16%-45Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,731 shares; 2026Q1: 5,441 shares 5,441$380K0.16%-290Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 2,672 shares; 2025Q1: 2,714 shares; 2025Q2: 2,019 shares; 2025Q3: 1,616 shares; 2025Q4: 1,887 shares; 2026Q1: 1,864 shares 1,864$360K0.15%-23Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,033 shares; 2026Q1: 8,033 shares 8,033$323K0.13%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,119 shares 2,119$288K0.12%newTimeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,819 shares 5,819$274K0.11%newTimeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 5,354 shares; 2025Q1: 5,676 shares; 2025Q2: 5,332 shares; 2025Q3: 5,008 shares; 2025Q4: 4,960 shares; 2026Q1: 4,840 shares 4,840$262K0.11%-120Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,495 shares 1,495$254K0.1%newTimeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,203 shares 3,203$247K0.1%newTimeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,855 shares; 2026Q1: 1,539 shares 1,539$246K0.1%-316Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 934 shares; 2026Q1: 911 shares 911$238K0.1%-23Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 788 shares; 2025Q4: 789 shares; 2026Q1: 789 shares 789$236K0.1%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 891 shares; 2025Q3: not reported; 2025Q4: 1,109 shares; 2026Q1: 963 shares 963$234K0.1%-146Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,455 shares; 2025Q1: 1,610 shares; 2025Q2: 1,731 shares; 2025Q3: not reported; 2025Q4: 1,635 shares; 2026Q1: 1,489 shares 1,489$215K0.09%-146Timeline
JGROJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,505 shares; 2026Q1: 2,505 shares 2,505$212K0.09%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 1,105 shares; 2025Q1: 1,068 shares; 2025Q2: 989 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 693 shares 693$204K0.08%newTimeline
ACRVACRIVON THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,678 shares; 2024Q4: 10,678 shares; 2025Q1: 10,678 shares; 2025Q2: not reported; 2025Q3: 10,678 shares; 2025Q4: 10,678 shares; 2026Q1: 10,678 shares 10,678$14.8K0.01%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
USMVISHARES TR10,564$995Kshares
VVISA INC572$201Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001726609-26-000002 base2026-05-08acceptance time not in the bulk data set