AAF Wealth Management, LLC
Top Portfolio Positions
21 positions ·
$28,346,079 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
23,622 | $10,164,310 | 35.86% | |
| AAPL |
Apple Inc.
Technology
|
20,432 | $5,185,437 | 18.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,463 | $1,601,787 | 5.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,585 | $1,478,956 | 5.22% | |
| MSFT |
Microsoft Corp
Technology
|
3,728 | $1,379,993 | 4.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,797 | $1,379,425 | 4.87% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,875 | $1,015,315 | 3.58% | |
| NVDA |
Nvidia Corp
Technology
|
5,773 | $1,006,811 | 3.55% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,872 | $897,062 | 3.16% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
2,389 | $807,362 | 2.85% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ACRV
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,842 | 10,678 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $25,733 | 10,678 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $19,327 | 10,678 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $21,676 | 10,678 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $64,281 | 10,678 | Shares | Sole | 2025-05-19 | |
| 2024-09-30 | $74,746 | 10,678 | Shares | Sole | 2025-05-19 | |
| 2024-06-30 | $61,932 | 10,678 | Shares | Sole | 2025-05-19 | |
| 2024-03-31 | $76,347 | 10,678 | Shares | Sole | 2025-05-19 | |
| 2023-12-31 | $52,535 | 10,678 | Shares | Sole | 2025-05-19 | |
| 2023-09-30 | $102,081 | 10,678 | Shares | Sole | 2025-05-19 | |
| 2023-06-30 | $138,386 | 10,678 | Shares | Sole | 2025-05-19 | |
| No 13F history on record for this holder in this stock. | ||||||