Aafmaa Wealth Management & Trust LLC Portfolio Holdings

Aafmaa Wealth Management & Trust LLC

  • $237 Million
  • Q2 2025

Aafmaa Wealth Management & Trust LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $237 Million distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $32.6M, Ishares Tr with a value of $16.1M, Ishares Barclays 3 7 Yr Treas with a value of $16M, Ishares Tr Msci Eafe ETF with a value of $14.8M, and Spdr S&P 500 ETF Trust with a value of $13.7M.

Examining the 13F form we can see an increase of $22M in the current position value, from $215M to 237M.

Below you can find more details about Aafmaa Wealth Management & Trust LLC portfolio as well as his latest detailed transactions.

Portfolio value $237 Million
ETFs: $147 Million
Technology: $27.3 Million
Financial Services: $11.7 Million
Healthcare: $11.1 Million
Consumer Cyclical: $9.59 Million
Industrials: $9.5 Million
Communication Services: $8.31 Million
Consumer Defensive: $4.92 Million
Other: $7.44 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$6.04 Million 2.55% of portfolio
38,257
Q2 2025 Added 5.47%
$3.81T
$4.81 Million 2.03% of portfolio
9,674
Q2 2025 Reduced 5.92%
$143B
$4.19 Million 1.77% of portfolio
15,211
Q2 2025 Added 2.58%
$3.98T
$3.55 Million 1.5% of portfolio
17,299
Q2 2025 Added 0.93%
$2.18T
$3.47 Million 1.47% of portfolio
15,836
Q2 2025 Added 3.04%
$527B
$2.73 Million 1.15% of portfolio
2,036
Q2 2025 Reduced 14.06%
$646B
$2.54 Million 1.07% of portfolio
5,230
Q2 2025 New
$779B
$2.49 Million 1.05% of portfolio
3,199
Q2 2025 Reduced 15.33%
$1.53T
$2.23 Million 0.94% of portfolio
12,564
Q2 2025 Reduced 31.07%
$548B
$2.2 Million 0.93% of portfolio
6,193
Q2 2025 Reduced 13.91%
$524B
$2.06 Million 0.87% of portfolio
3,674
Q2 2025 Reduced 9.95%
$289B
$1.97 Million 0.83% of portfolio
20,110
Q2 2025 New
$167B
$1.91 Million 0.81% of portfolio
27,556
Q2 2025 Added 41.06%
$410B
$1.91 Million 0.81% of portfolio
1,929
Q2 2025 Reduced 6.4%
$181B
$1.9 Million 0.8% of portfolio
1,852
Q2 2025 Reduced 11.05%
$140B
$1.85 Million 0.78% of portfolio
17,231
Q2 2025 Reduced 29.23%
$187B
$1.79 Million 0.76% of portfolio
61,866
Q2 2025 New
$19.5B
$1.66 Million 0.7% of portfolio
19,918
Q2 2025 Added 17.2%
$1.61T
$1.56 Million 0.66% of portfolio
2,115
Q2 2025 Reduced 3.78%
$138B
$1.54 Million 0.65% of portfolio
6,711
Q2 2025 Reduced 15.91%
$286B
$1.54 Million 0.65% of portfolio
3,961
Q2 2025 Reduced 32.24%
$397B
$1.5 Million 0.63% of portfolio
4,093
Q2 2025 Reduced 12.04%
$95.1B
$1.5 Million 0.63% of portfolio
16,340
Q2 2025 Reduced 0.06%
$68.9B
$1.48 Million 0.63% of portfolio
6,015
Q2 2025 Reduced 23.95%
$401B
$1.45 Million 0.61% of portfolio
7,813
Q2 2025 New
$246B
$1.41 Million 0.59% of portfolio
5,167
Q2 2025 Reduced 28.83%
$75.7B
$1.36 Million 0.58% of portfolio
41,797
Q2 2025 Reduced 23.38%
$150B
$1.33 Million 0.56% of portfolio
3,726
Q2 2025 Reduced 25.17%
$271B
$1.33 Million 0.56% of portfolio
9,471
Q2 2025 Reduced 38.79%
$104B
$1.29 Million 0.55% of portfolio
2,539
Q2 2025 Reduced 10.91%
$6.35B
$1.29 Million 0.54% of portfolio
14,293
Q2 2025 Added 1,092.08%
$153B
$1.26 Million 0.53% of portfolio
3,249
Q2 2025 Reduced 20.43%
$87.6B
$1.26 Million 0.53% of portfolio
5,521
Q2 2025 New
$67.1B
$1.22 Million 0.52% of portfolio
7,836
Q2 2025 Reduced 16.81%
$502B
$1.22 Million 0.51% of portfolio
7,993
Q2 2025 New
$85.6B
$1.19 Million 0.5% of portfolio
6,497
Q2 2025 Reduced 34.95%
$43.2B
$1.17 Million 0.5% of portfolio
13,134
Q2 2025 Reduced 28.49%
$61.5B
$1.18 Million 0.5% of portfolio
5,787
Q2 2025 Reduced 33.89%
$154B
$1.17 Million 0.49% of portfolio
2,214
Q2 2025 Reduced 33.09%
$50B
$1.08 Million 0.46% of portfolio
6,196
Q2 2025 Reduced 25.21%
$18B
$1.08 Million 0.46% of portfolio
42,580
Q2 2025 Reduced 3.01%
$210B
$1.04 Million 0.44% of portfolio
7,889
Q2 2025 Reduced 13.5%
$151B
$1.04 Million 0.44% of portfolio
4,692
Q2 2025 Reduced 17.74%
$127B
$1.03 Million 0.43% of portfolio
14,929
Q2 2025 Reduced 30.41%
$138B
$980,000 0.41% of portfolio
1,928
Q2 2025 Reduced 26.58%
$74B
$933,000 0.39% of portfolio
1,173
Q2 2025 Reduced 31.72%
$75.2B
$838,000 0.35% of portfolio
10,828
Q2 2025 Reduced 2.81%
$79.5B
$811,000 0.34% of portfolio
6,485
Q2 2025 Reduced 10.11%
$10.4B
$777,000 0.33% of portfolio
9,071
Q2 2025 Reduced 13.58%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $237 Million
  • Prior Value $215 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
Track This Portfolio

Track Aafmaa Wealth Management & Trust LLC Portfolio

Follow Aafmaa Wealth Management & Trust LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aafmaa Wealth Management & Trust LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aafmaa Wealth Management & Trust LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email