AAF Wealth Management, LLC

Q4 2020 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Andrew Hammond - Chief Compliance Officer
Location
Westborough, MA
Holdings as of
31 Dec 2020
Value $
$110,411,501
Num holdings
23
Filing time
19 May 2025, 06:45:09 UTC
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, VTV, IXUS, DIA, and IJH.
Next filing
Q1 2021 - 19 May 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Andrew Hammond Chief Compliance Officer Westborough, Massachusetts 14 May 2025

Other Included Managers (3):

Num Name Location File Number
1 Madison Asset Management, LLC Madison, WI 028-10986
2 POLEN CAPITAL MANAGEMENT LLC Boca Raton, FL 028-03687
3 SCHAFER CULLEN CAPITAL MANAGEMENT INC New York, NY 028-04691