AAF Wealth Management, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 95% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 38.4% | $11,839,860 |
| Technology | 37.3% | $11,517,139 |
| Communication Services | 10.3% | $3,186,247 |
| Consumer Cyclical | 4.4% | $1,368,046 |
| Financial Services | 3.9% | $1,217,674 |
| Healthcare | 2.2% | $675,193 |
| Industrials | 1.9% | $599,845 |
| Consumer Defensive | 0.8% | $231,397 |
| Energy | 0.7% | $208,498 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLW | Corning Inc /Ny | +229 | 2,348 | $599,749 | |
| NVDA | Nvidia Corp | +222 | 5,995 | $1,199,539 | |
| PG | PROCTER & GAMBLE Co | +89 | 1,578 | $231,397 | |
| MSFT | Microsoft Corp | +48 | 3,776 | $1,408,522 | |
| XOM | ExxonMobil Holdings Corp | +30 | 1,525 | $208,498 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +24 | 2,413 | $1,152,376 | |
| TJX | Tjx Companies Inc /De/ | +1 | 1,540 | $233,310 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −14,212 | 4,876 | $1,742,536 | |
| QQQ | Invesco Qqq Trust, Series 1 | −266 | 972 | $715,780 | |
| AMZN | Amazon Com Inc | −114 | 4,761 | $1,134,736 | |
| RTX | RTX Corp | −83 | 1,781 | $337,909 | |
| JNJ | Johnson & Johnson | −79 | 1,754 | $445,463 | |
| SPY | Spdr S&P 500 ETF Trust | −66 | 2,397 | $1,790,007 | |
| AAPL | Apple Inc. | −55 | 20,377 | $5,896,288 | |
| AVGO | Broadcom Inc. | −26 | 1,436 | $542,448 | |
| META | Meta Platforms, Inc. | −22 | 2,563 | $1,443,711 | |
| BRK-B | Berkshire Hathaway Inc | −8 | 1,865 | $933,227 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GLDM | World Gold Trust | 117,528 | $9,334,073 | |
| BNY | Bank of New York Mellon Corp | 1,967 | $284,447 | |
| IBM | International Business Machines Corp | 905 | $254,495 | |
| INTC | Intel Corp | 1,676 | $234,019 | |
| MU | Micron Technology Inc | 199 | $229,703 | |
| UNH | Unitedhealth Group Inc | 507 | $210,724 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GLD | Spdr Gold Trust | 23,622 | $10,164,310 | |
| CGGR | Capital Group Growth ETF | 8,033 | $322,846 | |
| VXUS | Vanguard Total International Stock ETF | 3,203 | $246,983 | |
| VB | Vanguard Morningstar Small-Cap ETF | 911 | $238,609 | |
| JPM | Jpmorgan Chase & Co | 693 | $203,852 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
NEW | 117,528 | $9,334,073 | 30.26% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 20,377 | $5,896,288 | 19.12% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,397 | $1,790,007 | 5.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 4,876 | $1,742,536 | 5.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 2,563 | $1,443,711 | 4.68% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,776 | $1,408,522 | 4.57% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,995 | $1,199,539 | 3.89% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,413 | $1,152,376 | 3.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 4,761 | $1,134,736 | 3.68% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,865 | $933,227 | 3.03% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 972 | $715,780 | 2.32% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 2,348 | $599,749 | 1.94% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,436 | $542,448 | 1.76% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,754 | $445,463 | 1.44% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 1,781 | $337,909 | 1.10% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
NEW | 1,967 | $284,447 | 0.92% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 963 | $261,936 | 0.85% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 905 | $254,495 | 0.83% | |
| INTC |
Intel Corp
Technology
|
NEW | 1,676 | $234,019 | 0.76% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 1,540 | $233,310 | 0.76% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 1,578 | $231,397 | 0.75% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 199 | $229,703 | 0.74% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 507 | $210,724 | 0.68% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 1,525 | $208,498 | 0.68% | |
| ACRV |
Acrivon Therapeutics, Inc.
Healthcare
|
Held | 10,678 | $19,006 | 0.06% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.