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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001726609

AAF Wealth Management, LLC

WESTBOROUGH, MA · File #028-20666

Latest AUM
$237.2M
Positions
56
Top-10 Concentration
87.4%
Filings
20

Sector Allocation

Financials
12.3%$29.1M
Technology
3.6%$8.6M
Industrials
0.3%$602,576
Healthcare
0.2%$404,975

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR46428720085,528$58.6M24.82%
2VANGUARD INDEX FDS922908744184,455$35.2M14.93%
3ISHARES TR46435G326419,662$34.6M14.67%
4INVESCO EXCH TRADED FD TR IIIVZ104,860$26.5M11.24%
5VANGUARD WHITEHALL FDS921946794240,698$21.7M9.18%
6ISHARES TR464287507191,249$12.6M5.35%
7APPLE INCAAPL19,210$5.2M2.21%
8ISHARES TR46432F84256,339$5.0M2.14%
9ALPHABET INCGOOG13,706$4.3M1.82%
10VANGUARD INDEX FDS9229086298,963$2.6M1.10%
11FIDELITY COVINGTON TRUST31609211354,408$2.1M0.88%
12SPDR S&P 500 ETF TRSPY2,485$1.7M0.72%
13ISHARES TR4642876143,553$1.7M0.71%
14INVESCO EXCHANGE TRADED FD TIVZ75,681$1.7M0.71%
15META PLATFORMS INCMETA2,492$1.6M0.70%
16ISHARES TR46428780411,237$1.4M0.57%
17ALPHABET INCGOOG4,117$1.3M0.55%
18MICROSOFT CORPMSFT2,603$1.3M0.53%
19VANGUARD INDEX FDS9229087362,255$1.1M0.47%
20ISHARES TR46429B69710,564$994,7190.42%