0001085146-22-003668.txt : 20221031
0001085146-22-003668.hdr.sgml : 20221031
20221028173524
ACCESSION NUMBER: 0001085146-22-003668
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221031
DATE AS OF CHANGE: 20221028
EFFECTIVENESS DATE: 20221031
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: AAF Wealth Management, LLC
CENTRAL INDEX KEY: 0001726609
IRS NUMBER: 043556595
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20666
FILM NUMBER: 221343215
BUSINESS ADDRESS:
STREET 1: 50 WASHINGTON STREET
CITY: WESTBOROUGH
STATE: MA
ZIP: 01581
BUSINESS PHONE: 508-366-9100
MAIL ADDRESS:
STREET 1: 50 WASHINGTON STREET
CITY: WESTBOROUGH
STATE: MA
ZIP: 01581
FORMER COMPANY:
FORMER CONFORMED NAME: AAFCPAs Wealth Management, LLC
DATE OF NAME CHANGE: 20210209
FORMER COMPANY:
FORMER CONFORMED NAME: Highsight, LLC
DATE OF NAME CHANGE: 20171228
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001726609
XXXXXXXX
09-30-2022
09-30-2022
false
AAF Wealth Management, LLC
50 WASHINGTON STREET
WESTBOROUGH
MA
01581
13F HOLDINGS REPORT
028-20666
N
Andrew Hammond
Chief Compliance Officer
508-366-9100
/s/Andrew Hammond
Westborough
MA
10-28-2022
0
39
125456
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALPHABET INC
CAP STK CL C
02079K107
1438
14967
SH
SOLE
0
0
14967
ALPHABET INC
CAP STK CL C
02079K107
249
10000
SH
Put
SOLE
0
0
10000
AMAZON COM INC
COM
023135106
360
3183
SH
SOLE
0
0
3183
AMAZON COM INC
COM
023135106
54
2000
SH
Put
SOLE
0
0
2000
APPLE INC
COM
037833100
2925
21167
SH
SOLE
0
0
21167
APPLE INC
COM
037833100
168
7800
SH
Put
SOLE
0
0
7800
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
406
1
SH
SOLE
0
0
1
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
373
1397
SH
SOLE
0
0
1397
CHEVRON CORP NEW
COM
166764100
207
1444
SH
SOLE
0
0
1444
DBX ETF TR
XTRACK MSCI EAFE
233051630
271
14873
SH
SOLE
0
0
14873
HOMOLOGY MEDICINES INC
COM
438083107
76
47501
SH
SOLE
0
0
47501
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
46138G649
5463
49582
SH
SOLE
0
0
49582
ISHARES TR
CORE MSCI EAFE
46432F842
2708
51437
SH
SOLE
0
0
51437
ISHARES TR
CORE MSCI INTL
46435G326
17822
368971
SH
SOLE
0
0
368971
ISHARES TR
CORE MSCI TOTAL
46432F834
1768
34743
SH
SOLE
0
0
34743
ISHARES TR
CORE S&P MCP ETF
464287507
10484
47789
SH
SOLE
0
0
47789
ISHARES TR
CORE S&P SCP ETF
464287804
4799
55013
SH
SOLE
0
0
55013
ISHARES TR
CORE S&P500 ETF
464287200
25123
70071
SH
SOLE
0
0
70071
ISHARES TR
MSCI EMG MKT ETF
464287234
487
13955
SH
SOLE
0
0
13955
ISHARES TR
RUS 1000 ETF
464287622
232
1173
SH
SOLE
0
0
1173
ISHARES TR
RUS 1000 GRW ETF
464287614
554
2638
SH
SOLE
0
0
2638
ISHARES TR
RUS 1000 VAL ETF
464287598
342
2524
SH
SOLE
0
0
2524
ISHARES TR
RUS MID CAP ETF
464287499
407
6533
SH
SOLE
0
0
6533
ISHARES TR
RUSSELL 2000 ETF
464287655
675
4089
SH
SOLE
0
0
4089
ISHARES TR
SHRT NAT MUN ETF
464288158
1097
10685
SH
SOLE
0
0
10685
JOHNSON & JOHNSON
COM
478160104
383
2355
SH
SOLE
0
0
2355
META PLATFORMS INC
CL A
30303M102
326
2396
SH
SOLE
0
0
2396
META PLATFORMS INC
CL A
30303M102
133
2300
SH
Put
SOLE
0
0
2300
MICROSOFT CORP
COM
594918104
438
1873
SH
SOLE
0
0
1873
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
228
2796
SH
SOLE
0
0
2796
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
237
4592
SH
SOLE
0
0
4592
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
5123
42345
SH
SOLE
0
0
42345
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
2375
8273
SH
SOLE
0
0
8273
SPDR S&P 500 ETF TR
TR UNIT
78462F103
414
1160
SH
SOLE
0
0
1160
UNION PAC CORP
COM
907818108
229
1172
SH
SOLE
0
0
1172
VANGUARD INDEX FDS
GROWTH ETF
922908736
364
1699
SH
SOLE
0
0
1699
VANGUARD INDEX FDS
MID CAP ETF
922908629
10311
54837
SH
SOLE
0
0
54837
VANGUARD INDEX FDS
VALUE ETF
922908744
18085
146442
SH
SOLE
0
0
146442
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
8322
160047
SH
SOLE
0
0
160047