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 Market Cap. of $10 Billions to $200 Billions
