AAF Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists the firm’s Chief Compliance Officer, Andrew Hammond, as the authorized signatory for the report.
The portfolio consists of 65 individual equity positions. The top holdings include significant stakes in technology and exchange-traded fund (ETF) products. The largest position is in the Vanguard Index Funds Morningstar Large Cap ETF, with 277,720 shares. Other major holdings include the Vanguard Index Funds Morningstar Total Stock Market ETF with 429,646 shares and the Vanguard Index Funds Morningstar Small Cap ETF with 264,750 shares.
The technology sector is well represented, with substantial positions in Alphabet Inc. Class A and Class C stock, holding 1,253,853 and 3,182,813 shares, respectively. Microsoft Corporation is also a major holding, with 1,051,263 shares. Other notable technology names in the portfolio include Apple Inc., with 5,358,519 shares, and NVIDIA Corporation, with 1,439,492 shares.
The filing also details positions in various other sectors. Berkshire Hathaway Inc. Class A and Class B stocks are held, with 747,005 and 928,677 shares, respectively. The portfolio includes shares of Amazon.com Inc., Eli Lilly & Co., and Taiwan Semiconductor Manufacturing Company Sponsored ADS.
A significant portion of the portfolio is allocated to ETFs. Major allocations include the Invesco Exchange Traded Fund Trust II S&P International Momentum ETF with 11,500,324 shares, the Invesco Exchange Traded Fund Trust International Dividend Achievers ETF with 1,219,485 shares, and the iShares Core S&P 500 ETF with 60,742,993 shares.
