$161 Million is the total value of AAF Wealth Management, LLC's 48 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INCcap stk cl c | $1,620,031 | -27.2% | 13,392 | 0.0% | 1.00% | -30.8% | |
| FB | META PLATFORMS INCcl a | $671,534 | +35.4% | 2,340 | 0.0% | 0.42% | +28.7% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $517,810 | +11.2% | 1 | 0.0% | 0.32% | +5.6% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $467,170 | +10.4% | 1,370 | 0.0% | 0.29% | +5.1% | |
| HON | HONEYWELL INTL INC | $239,947 | +8.6% | 1,156 | 0.0% | 0.15% | +3.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 26.7% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 15.4% |
| ISHARES TR | 12 | Q3 2023 | 9.7% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 9.7% |
| ISHARES TR | 12 | Q3 2023 | 13.6% |
| ISHARES TR | 12 | Q3 2023 | 5.1% |
| ISHARES TR | 12 | Q3 2023 | 3.6% |
| APPLE INC | 12 | Q3 2023 | 2.4% |
| ISHARES TR | 12 | Q3 2023 | 1.1% |
| ISHARES TR | 12 | Q3 2023 | 0.6% |
View AAF Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-10 |
View AAF Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.