AAF Wealth Management, LLC
CIK
1726609
Location
WESTBOROUGH, MA
Portfolio Value
Micro
$28,092,438
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,456
/ 8,603
▲ 407
· as of Mar 2026
Top Industry
Consumer Electronics
33.2%
3Y Alpha vs SPY
+0.1%
Period ended 3 months ago
Filed May 8, 2026 · 2mo
22 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+76.6%
SPY
+76.0%
Annualised alpha
+0.1%
Max drawdown
−15.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
36.2%
+5.9 pts
Top 5
70.5%
+5.5 pts
Top 10
88.7%
+0.5 pts
HHI
1,820
Moderately concentrated+471
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 44.4% | $12,480,645 |
| Technology | 32.5% | $9,120,226 |
| Communication Services | 10.2% | $2,858,381 |
| Consumer Cyclical | 4.5% | $1,261,093 |
| Financial Services | 3.9% | $1,100,914 |
| Industrials | 2.1% | $593,208 |
| Healthcare | 1.6% | $462,900 |
| Consumer Defensive | 0.8% | $215,071 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLD | Spdr Gold Trust | +22,903 | 23,622 | $10,164,310 | |
| NVDA | Nvidia Corp | +1,047 | 5,773 | $1,006,811 | |
| AVGO | Broadcom Inc. | +790 | 1,462 | $452,503 | |
| MSFT | Microsoft Corp | +113 | 3,728 | $1,379,993 | |
| META | Meta Platforms, Inc. | +93 | 2,585 | $1,478,956 | |
| BRK-B | Berkshire Hathaway Inc | +87 | 1,872 | $897,062 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +73 | 2,389 | $807,362 | |
| GOOGL | Alphabet Inc. | +7 | 4,797 | $1,379,425 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −706 | 20,432 | $5,185,437 | |
| TJX | Tjx Companies Inc /De/ | −316 | 1,539 | $245,778 | |
| PG | PROCTER & GAMBLE Co | −146 | 1,489 | $215,071 | |
| UNP | Union Pacific Corp | −146 | 963 | $233,643 | |
| AMZN | Amazon Com Inc | −79 | 4,875 | $1,015,315 | |
| RTX | RTX Corp | −23 | 1,864 | $359,565 | |
| SPY | Spdr S&P 500 ETF Trust | −22 | 2,463 | $1,601,787 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| V | Visa Inc. | 572 | $200,606 | |
| No positions match the current search. | ||||
20 positions ·
$28,092,438 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Added | 23,622 | $10,164,310 | 36.18% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 20,432 | $5,185,437 | 18.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,463 | $1,601,787 | 5.70% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,585 | $1,478,956 | 5.26% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,728 | $1,379,993 | 4.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,797 | $1,379,425 | 4.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 4,875 | $1,015,315 | 3.61% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,773 | $1,006,811 | 3.58% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,872 | $897,062 | 3.19% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,389 | $807,362 | 2.87% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,238 | $714,548 | 2.54% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,462 | $452,503 | 1.61% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,833 | $448,058 | 1.59% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 1,864 | $359,565 | 1.28% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 2,119 | $288,120 | 1.03% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 1,539 | $245,778 | 0.87% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 963 | $233,643 | 0.83% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,489 | $215,071 | 0.77% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 693 | $203,852 | 0.73% | |
| ACRV |
Acrivon Therapeutics, Inc.
Healthcare
|
Held | 10,678 | $14,842 | 0.05% |