CIK Peek

Latest 13F Filings for AAF Wealth Management, LLC

CIK: 1726609AUM: $185,277,955Link to SEC Filings
HoldingSharesValueDatesChange
Class: CORE SP500 ETF
76.86K $43.19M
Quarter: Mar 31, 2025
Filed: May 16, 2025
Increased
1.07K (1.0%)
Class: CORE MSCI INTL
384.04K $26.46M
Quarter: Mar 31, 2025
Filed: May 16, 2025
Decreased
10.86K (2.0%)
Class: VALUE ETF
134.67K $23.26M
Quarter: Mar 31, 2025
Filed: May 16, 2025
Increased
281 (0.0%)
Class: NASDAQ 100 ETF
88.47K $17.08M
Quarter: Mar 31, 2025
Filed: May 16, 2025
Decreased
13.20K (12.0%)
Class: INTL HIGH ETF
183.19K $13.50M
Quarter: Mar 31, 2025
Filed: May 16, 2025
Decreased
4.31K (2.0%)
Class: CORE SP MCP ETF
200.04K $11.67M
Quarter: Mar 31, 2025
Filed: May 16, 2025
Decreased
91.02K (31.0%)
Class: UT SER 1
18.21K $7.65M
Quarter: Mar 31, 2025
Filed: May 16, 2025
Decreased
22 (0.0%)
Class: GOLD SHS
26.27K $7.57M
Quarter: Mar 31, 2025
Filed: May 16, 2025
Increased
2.50K (10.0%)
Class: COM
19.77K $4.39M
Quarter: Mar 31, 2025
Filed: May 16, 2025
Increased
491 (2.0%)
Class: CORE MSCI EAFE
58.06K $4.39M
Quarter: Mar 31, 2025
Filed: May 16, 2025
Decreased
7.89K (11.0%)