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