1y return+22.0%S&P 500 +20.9%
3y return+57.4%S&P 500 +68.5%
5y return+54.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $176 against $200 in the S&P 500.2
AAF Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $60.9M | 22.5% | −5.9% |
| VTVVanguard Index Fds | $38.3M | 14.1% | −4.7% |
| IDEVIshares Tr | $36.4M | 13.4% | |
| QQQMInvesco Exch Traded Fd Tr II | $29.7M | 10.9% | −8.1% |
| VYMIVanguard Whitehall Fds | $23.7M | 8.7% | |
| IJHIshares Tr | $13.0M | 4.8% | −12.8% |
| IDMOInvesco Exch Traded Fd Tr II | $11.0M | 4.1% | New |
| GLDMWorld Gold Tr | $9.3M | 3.4% | New |
| AAPLApple Inc | $5.9M | 2.2% | |
| IEFAIshares Tr | $5.0M | 1.8% | −1.5% |
| GOOGAlphabet Inc | $4.0M | 1.5% | −19.8% |
| FELCFidelity Covington Trust | $2.2M | 0.8% | |
| IWFIshares Tr | $1.8M | 0.7% | +2.7% |
| SPYState Str Spdr S&p 500 Etf T | $1.8M | 0.7% | −2.7% |
| GOOGLAlphabet Inc | $1.7M | 0.6% | +1.6% |
| VOVanguard Index Fds | $1.6M | 0.6% | −42.8% |
| IJRIshares Tr | $1.6M | 0.6% | −5.2% |
| METAMeta Platforms Inc | $1.4M | 0.5% | |
| PIDInvesco Exchange Traded Fd T | $1.4M | 0.5% | −4.5% |
| MSFTMicrosoft Corp | $1.4M | 0.5% | +1.3% |
| NVDANvidia Corporation | $1.2M | 0.4% | +3.8% |
| TSMTaiwan Semiconductor Manufac | $1.2M | 0.4% | +1.0% |
| AMZNAmazon Com Inc | $1.1M | 0.4% | −2.3% |
| VUGVanguard Index Fds | $1.1M | 0.4% | −5.8% |
| BRK/BBerkshire Hathaway Inc Del | $933K | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | June 30, 2024 | +174.8% | $1.2M |
| GOOGLAlphabet Inc | September 30, 2023 | +173.1% | $1.7M |
| METAMeta Platforms Inc | March 31, 2022 | +153.3% | $1.4M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $4.0M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $5.9M |
| IWFIshares Tr | December 31, 2020 | +106.0% | $1.8M |
| VUGVanguard Index Fds | December 31, 2020 | +104.0% | $1.1M |
| QQQMInvesco Exch Traded Fd Tr II | March 31, 2022 | +103.4% | $29.7M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2020 | +99.7% | $1.8M |
| IVVIshares Tr | December 31, 2020 | +99.5% | $60.9M |
Sold off last quarter
- GLDSpdr Gold Tr was $10.2M
- CGGRCapital Group Growth Etf was $323K
- JGROJ P Morgan Exchange Traded F was $212K
- JPMJpmorgan Chase & Co was $204K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.9% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | +3.1% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −1.1% | −4.6% |
| December 31, 2024 | −1.7% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +5.3% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
| December 31, 2022 | +10.0% | +7.1% |
| September 30, 2022 | −6.6% | −5.3% |
| June 30, 2022 | −14.8% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +7.0% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: AAF Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1726609&type=13F-HR&dateb=&owner=include&count=40CIK 1726609
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1726609/000172660926000005/Filed July 17, 2026 · accession 0001726609-26-000005