AAFCPAs Wealth Management, LLC

RIA/Wealth

AAFCPAs Wealth Management, LLC is a RIA/Wealth based in Westborough, MA led by Andrew Edmund Hammond, reporting $607.3M in AUM as of Q3 2025 with 92% ETF concentration, 89% concentrated in top 10 holdings, and 26% allocation to IVV.

CCOAndrew Edmund Hammond

Portfolio Value: $220.1M
Positions: 42
Top Holding: IVV at 26.34%
Last Reported: Q3 2025

Address50 Washington Street, Westborough, MA, 01581, United States

Top Holdings

Largest long holdings in AAFCPAs Wealth Management, LLC's portfolio (88.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$58.0M	26.34%	+$1.3M Bought	— 86.6K shares	Q4 2020 Held for 4y 11m
2 Vanguard Value VTV	ETF ETF	$33.4M	15.17%	+$7.4M Bought	— 179.1K shares	Q4 2020 Held for 4y 11m
3 iShares Core MSCI International Developed Markets IDEV	ETF ETF	$32.5M	14.76%	+$1.2M Bought	— 405.2K shares	Q1 2022 Held for 3y 8m
4 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$24.4M	11.07%	+$2.8M Bought	— 98.6K shares	Q1 2022 Held for 3y 8m
5 Vanguard International High Dividend Yield VYMI	ETF ETF	$19.3M	8.75%	+$1.7M Bought	— 227.5K shares	Q1 2022 Held for 3y 8m
6 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$12.1M	5.51%	+$301.4K Bought	— 185.8K shares	Q4 2020 Held for 4y 11m
7 Apple AAPL	Consumer Electronics Technology	$5.2M	2.35%	+$9.7K Bought	0.00% 20.3K shares	Q4 2023 Held for 1y 11m
8 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$4.9M	2.23%	-$14.7K Sold	— 56.3K shares	Q4 2020 Held for 4y 11m
9 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$3.3M	1.52%	-$4.4K Sold	0.00% 13.7K shares	Q4 2023 Held for 1y 11m
10 Vanguard Mid-Cap Fund VO	ETF ETF	$2.7M	1.23%	+$2.6K Bought	— 9.2K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in AAFCPAs Wealth Management, LLC's latest filing

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Market Value

$220.1M

Prior: $218.9M

Q/Q Change

+0.552%

+$1.2M

Net Flows % of MV

-6.88%

Turnover Ratio

4.37%

New Purchases

1 stocks

$432.8K

Added To

16 stocks

+$14.9M

Sold Out Of

6 stocks

$1.5M

Reduced Holdings

21 stocks

-$28.9M

Increased Positions

Position	Shares Δ	Change
1 Netflix NFLX	New	0 → 361.0 +$432.8K
2 Vanguard Value VTV	+28.46%	139.4K → 179.1K +$7.4M
3 iShares Russell Mid-Cap ETF IWR	+21.54%	5.1K → 6.2K +$106.9K
4 Vanguard Total Stock Market VTI	+17.28%	1.1K → 1.2K +$60.4K
5 Invesco NASDAQ 100 ETF QQQM	+13.09%	87.2K → 98.6K +$2.8M

Decreased Positions

Position	Shares Δ	Change
1 JPMorgan Chase JPM	Sold	989.0 → 0 −$286.8K
2 Visa V	Sold	783.0 → 0 −$277.9K
3 Procter & Gamble PG	Sold	1.7K → 0 −$275.8K
4 Cisco Systems, Inc. CSCO	Sold	3.3K → 0 −$226.5K
5 AT&T T	Sold	7.5K → 0 −$218.1K