13F Filings History of AAF Wealth Management, LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$237,154,676
Signature - Title
Andrew Hammond - Chief Compliance Officer
Location
Westborough, MA
Summary
This page shows a list of all the recent 13F filings made by AAF Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AAF Wealth Management, LLC reported 50 stock holdings with total value $237,154,676 as of Q4 2025. Top holdings included IVV, VTV, IDEV, QQQM, and VYMI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 50 $237,154,676 +$11,538,405 -$2,095,347 +$9,443,058 IVV, VTV, IDEV, QQQM, VYMI 13F-HR 05 Feb 2026, 19:58
Q3 2025 43 $220,771,398 +$15,324,598 -$30,426,916 -$15,102,318 IVV, VTV, IDEV, QQQM, VYMI 13F-HR 10 Nov 2025, 21:12
Q2 2025 47 $219,539,164 +$30,396,854 -$12,147,848 +$18,249,006 IVV, IDEV, VTV, QQQM, USMV 13F-HR 05 Aug 2025, 11:50
Q1 2025 47 $185,277,955 +$2,320,698 -$13,066,785 -$10,746,087 IVV, IDEV, VTV, QQQM, VYMI 13F-HR 16 May 2025, 09:57
Q4 2024 47 $198,264,210 +$19,380,188 -$16,194,028 +$3,186,160 IVV, IDEV, VTV, QQQM, IJH Restatement 19 May 2025, 06:50
Q3 2024 44 $198,467,877 +$7,273,773 -$12,946,809 -$5,673,036 IVV, IDEV, VTV, QQQM, IJH Restatement 19 May 2025, 06:50
Q2 2024 46 $193,042,991 +$16,201,333 -$3,475,511 +$12,725,822 IVV, IDEV, VTV, QQQM, IJH Restatement 19 May 2025, 06:50
Q1 2024 43 $177,774,259 +$22,742,977 -$11,481,277 +$11,261,700 IVV, IDEV, VTV, QQQM, IJH Restatement 19 May 2025, 06:50
Q4 2023 46 $167,110,955 +$8,184,970 -$8,800,523 -$615,553 IVV, IDEV, VTV, QQQM, IJH Restatement 19 May 2025, 06:50
Q3 2023 40 $152,088,230 +$6,250,930 -$6,625,435 -$374,505 IVV, IDEV, VTV, QQQM, IJH Restatement 19 May 2025, 06:49
Q2 2023 45 $158,755,215 +$4,687,397 -$1,763,929 +$2,923,468 IVV, IDEV, VTV, IJH, VO Restatement 19 May 2025, 06:49
Q1 2023 43 $148,150,924 +$4,224,883 -$4,315,312 -$90,429 IVV, IDEV, VTV, IJH, VO Restatement 19 May 2025, 06:46
Q4 2022 39 $140,559,690 +$10,990,271 -$7,689,586 +$3,300,685 IVV, VTV, IDEV, IJH, VO Restatement 19 May 2025, 06:46
Q3 2022 35 $124,865,183 +$18,203,296 -$15,663,522 +$2,539,774 IVV, VTV, IDEV, IJH, VO Restatement 19 May 2025, 06:46
Q2 2022 33 $132,210,327 +$6,415,410 -$3,266,942 +$3,148,468 IVV, VTV, DIA, IDEV, IJH Restatement 19 May 2025, 12:07
Q1 2022 31 $151,808,598 +$33,653,904 -$13,747,005 +$19,906,899 IVV, VTV, DIA, IDEV, VO Restatement 19 May 2025, 06:51
Q4 2021 25 $138,245,455 +$3,273,745 -$5,843,834 -$2,570,089 IVV, VTV, DIA, IXUS, VO Restatement 19 May 2025, 06:45
Q3 2021 25 $131,627,513 +$3,745,319 -$119,250 +$3,626,069 IVV, VTV, DIA, IXUS, VO Restatement 19 May 2025, 06:45
Q2 2021 22 $129,588,724 +$6,703,142 -$1,423,963 +$5,279,179 IVV, VTV, DIA, IXUS, VO Restatement 19 May 2025, 06:45
Q1 2021 21 $117,747,849 +$4,843,787 -$5,802,288 -$958,501 IVV, VTV, DIA, IXUS, IJH Restatement 19 May 2025, 06:50
Q4 2020 23 $110,411,501 $0 $0 $0 IVV, VTV, IXUS, DIA, IJH Restatement 19 May 2025, 06:45