Long-term investor
Aaf Wealth Management, LLC @aafwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001726609).
Record
- Tracked since 2025-06-30 (441 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +12.9% · 6 months n/a · 1 year +23.3% · all +23.3%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 22.5% · long · since 2025-06-30
- VTV · 14.1% · long · since 2025-06-30
- IDEV · 13.4% · long · since 2025-06-30
- QQQM · 10.9% · long · since 2025-06-30
- VYMI · 8.7% · long · since 2025-06-30
- IJH · 4.8% · long · since 2025-06-30
- IDMO · 4.1% · long · since 2026-06-30
- GLDM · 3.4% · long · since 2026-06-30
- AAPL · 2.2% · long · since 2025-06-30
- IEFA · 1.8% · long · since 2025-06-30
- GOOG · 1.5% · long · since 2025-06-30
- FELC · 0.8% · long · since 2025-06-30