AAF Wealth Management, LLC holdings history

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69 is the total number of securities AAF Wealth Management, LLC has owned. The longest AAF Wealth Management, LLC has owned a single stock is 12 quarters.

AAF Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR121218.27%21.65%26.67%Q4 2020Q3 202312
VTV VANGUARD INDEX FDS121210.11%13.88%15.42%Q4 2020Q3 202312
IJH ISHARES TR12127.86%8.62%9.73%Q4 2020Q3 202312
VO VANGUARD INDEX FDS12127.74%8.54%9.66%Q4 2020Q3 202312
IXUS ISHARES TR12120.40%6.36%13.64%Q4 2020Q3 202312
IJR ISHARES TR12123.60%4.03%5.11%Q4 2020Q3 202312
IEFA ISHARES TR12121.50%2.50%3.56%Q4 2020Q3 202312
AAPL APPLE INC12121.23%1.88%2.44%Q4 2020Q3 202312
IWM ISHARES TR12120.40%0.65%1.07%Q4 2020Q3 202312
IWF ISHARES TR12120.40%0.50%0.60%Q4 2020Q3 202312
IWR ISHARES TR12120.32%0.42%0.56%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12120.29%0.34%0.38%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS12120.27%0.33%0.38%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.26%0.33%0.47%Q4 2020Q3 202312
IWD ISHARES TR12120.26%0.30%0.38%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.18%0.24%0.35%Q4 2020Q3 202312
IWB ISHARES TR12120.17%0.21%0.22%Q4 2020Q3 202312
DIA SPDR DOW JONES INDL AV...1010.15%8.65%13.93%Q4 2020Q3 202311
FIXX HOMOLOGY MEDICINES INC10100.03%0.21%0.61%Q4 2020Q1 202310
GOOG ALPHABET INC880.16%1.01%1.45%Q4 2021Q3 20238
AMZN AMAZON COM INC710.19%0.24%0.31%Q3 2021Q3 20238
IDEV ISHARES TR7711.40%13.57%14.64%Q1 2022Q3 20237
VYMI VANGUARD WHITEHALL FDS775.42%5.99%6.88%Q1 2022Q3 20237
QQQM INVESCO EXCH TRADED FD...770.50%4.61%8.55%Q1 2022Q3 20237
FB META PLATFORMS INC770.20%0.33%0.45%Q1 2022Q3 20237
BRKB BERKSHIRE HATHAWAY INC...610.25%0.28%0.31%Q3 2021Q3 20237
IEMG ISHARES INC770.20%0.27%0.33%Q4 2020Q2 20227
BRKA BERKSHIRE HATHAWAY INC...660.30%0.32%0.34%Q2 2022Q3 20236
UNP UNION PAC CORP510.16%0.22%0.33%Q4 2021Q3 20236
OEF ISHARES TR660.14%0.20%0.22%Q4 2020Q1 20226
RTX RTX CORPORATION660.16%0.18%0.20%Q2 2022Q3 20236
XLV SELECT SECTOR SPDR TR554.08%4.48%4.75%Q3 2022Q3 20235
EEM ISHARES TR550.39%1.28%1.72%Q3 2022Q3 20235
CVX CHEVRON CORP NEW550.16%0.25%0.28%Q3 2022Q3 20235
SCHP SCHWAB STRATEGIC TR550.16%0.18%0.19%Q1 2022Q1 20235
PID INVESCO EXCHANGE TRADE...441.34%1.44%1.59%Q4 2022Q3 20234
AAPL APPLE INC440.13%0.31%0.84%Q2 2022Q1 20234
MRK MERCK & CO INC440.18%0.18%0.20%Q4 2022Q3 20234
BMY BRISTOL-MYERS SQUIBB CO440.14%0.15%0.16%Q4 2022Q3 20234
HON HONEYWELL INTL INC440.14%0.15%0.18%Q4 2022Q3 20234
FB META PLATFORMS INC440.07%0.14%0.32%Q2 2022Q1 20234
GOOGL ALPHABET INC210.10%0.14%0.19%Q4 2021Q3 20234
AMZN AMAZON COM INC440.04%0.07%0.14%Q2 2022Q1 20234
AGG ISHARES TR330.24%2.18%3.18%Q2 2021Q4 20213
GOOG ALPHABET INC210.14%0.34%0.68%Q2 2022Q1 20233
MUB ISHARES TR210.13%0.31%0.68%Q2 2022Q2 20233
VZ VERIZON COMMUNICATIONS...330.14%0.16%0.17%Q1 2023Q3 20233
AAPL APPLE INC220.86%0.90%0.94%Q2 2023Q3 20232
GOOG ALPHABET INC220.75%0.80%0.85%Q2 2023Q3 20232
SUB ISHARES TR220.71%0.79%0.87%Q2 2022Q3 20222
FB META PLATFORMS INC220.41%0.43%0.44%Q2 2023Q3 20232
AMZN AMAZON COM INC220.16%0.16%0.16%Q2 2023Q3 20232
MDT MEDTRONIC PLC220.14%0.14%0.14%Q1 2023Q2 20232
JPM JPMORGAN CHASE & CO220.12%0.14%0.15%Q1 2023Q2 20232
VICI VICI PPTYS INC220.13%0.13%0.14%Q1 2023Q2 20232
EOG EOG RES INC220.12%0.13%0.14%Q2 2023Q3 20232
CMCSA COMCAST CORP NEW220.12%0.13%0.13%Q2 2023Q3 20232
DUK DUKE ENERGY CORP NEW220.13%0.13%0.13%Q1 2023Q2 20232
ACRIVON THERAPEUTICS INC220.07%0.08%0.09%Q2 2023Q3 20232
UNH UNITEDHEALTH GROUP INC112.39%2.39%2.39%Q4 2020Q4 20201
PYPL PAYPAL HLDGS INC110.32%0.32%0.32%Q4 2020Q4 20201
CL COLGATE PALMOLIVE CO110.27%0.27%0.27%Q4 2022Q4 20221
HDEF DBX ETF TR110.22%0.22%0.22%Q3 2022Q3 20221
AMZN AMAZON COM INC110.21%0.21%0.21%Q1 2022Q1 20221
GOOGL ALPHABET INC110.20%0.20%0.20%Q4 2022Q4 20221
QQQ INVESCO QQQ TR110.18%0.18%0.18%Q3 2021Q3 20211
QCOM QUALCOMM INC110.14%0.14%0.14%Q2 2023Q2 20231
CSCO CISCO SYS INC110.13%0.13%0.13%Q2 2023Q2 20231
SHCR SHARECARE INC110.04%0.04%0.04%Q1 2022Q1 20221
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The securities at the top of the list , including ISHARES TR, VANGUARD INDEX FDS, and ISHARES TR, are the highest-conviction holdings of AAF Wealth Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by AAF Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that AAF Wealth Management, LLC owns currently or has owned in the past.