AAF Wealth Management
AAF Wealth Management reported 59 stocks worth $275M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are IVV (22.1%), VTV (13.7%) and IDEV (13.4%). Compared with Q2 2026, the fund opened new positions in XOM, TSLA and AMD, added to IDEV, QQQM and VYMI, trimmed IVV, VTV and IEFA and sold out of GLW, IBM and TJX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $60.7M | 22.1% | 79K | −1,993 (−2%) | 8 of 8 | |
| 2 |  VTV Vanguard Index Fds | $37.8M | 13.7% | 175K | −565 (−0%) | 8 of 8 | |
| 3 |  IDEV Ishares TR | $36.9M | 13.4% | 412K | +3,178 (+1%) | 8 of 8 | |
| 4 |  QQQM Invesco Nasdaq | $30.3M | 11.0% | 99K | +1,526 (+2%) | 8 of 8 | |
| 5 |  VYMI Vanguard Whitehall Fds | $25.1M | 9.1% | 248K | +6,419 (+3%) | 8 of 8 | |
| 6 |  IJH Ishares TR | $12.1M | 4.4% | 169K | +729 (+0%) | 8 of 8 | |
| 7 |  IDMO Invesco Exch Traded FD TR II | $11.5M | 4.2% | 188K | +5,271 (+3%) | 2 of 8 | |
| 8 |  GLDM World Gold TR | $10.5M | 3.8% | 127K | +9,707 (+8%) | 2 of 8 | |
| 9 |  AAPL Apple Inc | $6.8M | 2.5% | 20K | No change | 8 of 8 | |
| 10 |  IEFA Ishares TR | $5M | 1.8% | 51K | −496 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GLW Corning Inc | $600K | 2,348 |
 IBM Ibm Corp | $255K | 905 |
 TJX Tjx Cos Inc New | $233K | 1,540 |
 PG Procter & Gamble Co | $231K | 1,578 |
 UNH Unitedhealth Group Inc | $211K | 507 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →AAF Wealth Management 13F FAQ
What does AAF Wealth Management own?
AAF Wealth Management reported 59 stocks worth $275M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are IVV (22.1%), VTV (13.7%) and IDEV (13.4%). The table above lists every position in the filing (the top 10 without an account).
What did AAF Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 16 added to, 24 trimmed and 6 sold out. New positions include XOM, TSLA and AMD. It sold all of GLW, IBM and TJX.
When will AAF Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is AAF Wealth Management's portfolio worth?
The Q3 2026 filing reports $275M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.