Aaf Wealth Management LLC Portfolio Activity: Q2 2026 Insights
Analysis of Aaf Wealth Management's holdings changes during the second quarter of 2026, highlighting significant additions like INVESCO EXCH TRADED FD TR II (IDMO) and purchases in Vanguard ETFs.
Q2 Activity Overview
Aaf Wealth Management LLC has released its portfolio data for Q2 2026. This filing provides valuable insights into the investment firm's buying and selling activities during this period, reflecting their strategic approach to managing client assets.
New Positions & Significant Increases
In a notable move during Q2 2026, Aaf Wealth Management established new positions in several Exchange-Traded Funds (ETFs). The most significant addition was INVESCO EXCH TRADED FD TR II (IDMO), where the firm purchased an additional 183,135 shares. This substantial increase suggests confidence in this particular fund structure.
Similarly, Aaf Wealth Management significantly boosted its holdings of WORLD GOLD TR (GLDM) by acquiring all 117,528 new shares issued during the quarter. This move represents a doubling down on gold exposure within their current portfolio strategy for Q2 2026.
The firm also showed strong interest in specific Vanguard and iShares ETFs by increasing their allocations substantially:
- VANGUARD INDEX FDS (VO): Purchased 20,165 new shares
- ISHARES TR (IWF): Acquired 14,598 new shares
- VANGUARD INDEX FDS (VUG): Bought 12,320 new shares
Changes to Existing Holdings & Minor Adjustments
Aaf Wealth Management also made adjustments to its existing top holdings during Q2. For instance, the allocation for ISHARES TR (IVV) decreased slightly by 5,89% in value terms due to a reduction of 5,085 shares.
Other significant changes were observed:
- VANGUARD INDEX FDS (VTV): Holdings decreased by 4.68% in value
- INVESCO EXCH TRADED FD TR II (QQQM): Shares declined by 8.13%
- ISHARES TR (IJH): Experienced a notable decrease of 12.76% in value
- INVESCO EXCHANGE TRADED FD T (PID): Holdings slightly decreased by 4.53%
Additionally, the firm made minor adjustments to other positions:
- BANK OF NY MELLON CORP (BK): A small increase in shares occurred
- ISHARES TR (IWR): Holdings decreased by 29.05%
- INTEL CORP (INTC): Shares increased significantly
Stock-Specific Actions & Diversification
The investor also noted changes in individual stock holdings, although these represented smaller portions of the overall portfolio:
- APPLE INC (AAPL): Holdings decreased slightly
- ALPHABET INC (GOOG): Experienced a significant reduction of 19.84% in value
These actions, combined with the focus on ETFs and funds, demonstrate Aaf Wealth Management's diversified approach to investing during Q2 2026.