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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.99B
$1.29 Million 0.54% of portfolio
14,293
Q2 2025 Added 1,092.08%

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
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