AAF Wealth Management, LLC - Q1 2023 holdings

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$153 Million is the total value of AAF Wealth Management, LLC's 46 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
AAPL  APPLE INCput$1,286,220
+595.8%
7,8000.0%0.84%
+540.5%
FB  META PLATFORMS INCcl a$495,940
+76.1%
2,3400.0%0.32%
+62.8%
FB  META PLATFORMS INCput$487,462
+379.5%
2,3000.0%0.32%
+341.7%
BRKA  BERKSHIRE HATHAWAY INC DELcl a$465,600
-0.7%
10.0%0.30%
-8.4%
BRKB  BERKSHIRE HATHAWAY INC DELcl b new$423,015
-0.0%
1,3700.0%0.28%
-8.0%
SCHP  SCHWAB STRATEGIC TRus tips etf$250,813
+3.5%
4,6790.0%0.16%
-4.7%
AMZN  AMAZON COM INCput$206,580
+236.4%
2,0000.0%0.14%
+214.0%
FIXX  HOMOLOGY MEDICINES INC$48,926
-18.3%
47,5010.0%0.03%
-23.8%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-05
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR12Q3 202326.7%
VANGUARD INDEX FDS12Q3 202315.4%
ISHARES TR12Q3 20239.7%
VANGUARD INDEX FDS12Q3 20239.7%
ISHARES TR12Q3 202313.6%
ISHARES TR12Q3 20235.1%
ISHARES TR12Q3 20233.6%
APPLE INC12Q3 20232.4%
ISHARES TR12Q3 20231.1%
ISHARES TR12Q3 20230.6%

View AAF Wealth Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-08
13F-HR2023-11-14
13F-HR2023-08-10
13F-HR2023-05-05
13F-HR2023-02-07
13F-HR2022-10-31
13F-HR2022-08-04
13F-HR2022-04-29
13F-HR2022-02-10
13F-HR2021-10-28

View AAF Wealth Management, LLC's complete filings history.

All filings

View complete filings history.

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