Aafmaa Wealth Management & Trust LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $247 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 $33.1M, Ishares Tr with a value of $16.7M, Ishares Barclays 3 7 Yr Treas with a value of $16.5M, Ishares Tr Msci Eafe ETF with a value of $15.5M, and Spdr S&P 500 ETF Trust with a value of $14.9M.
Examining the 13F form we can see an increase of $10.5M in the current position value, from $237M to 247M.
Below you can find more details about Aafmaa Wealth Management & Trust LLC portfolio as well as his latest detailed transactions.
Portfolio value
$247 Million
ETFs: $155 Million
Technology: $28.9 Million
Financial Services: $11.5 Million
Healthcare: $11 Million
Consumer Cyclical: $10.1 Million
Industrials: $9.64 Million
Communication Services: $8.6 Million
Consumer Defensive: $4.98 Million
Other: $7.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
