Aafmaa Wealth Management & Trust LLC Portfolio Holdings

Aafmaa Wealth Management & Trust LLC

  • $247 Million
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$97.3B
$1.37 Million 0.55% of portfolio
16,214
Q3 2025 Reduced 0.77%
$140B
$1.34 Million 0.54% of portfolio
3,580
Q3 2025 Reduced 3.92%
$0
$1.32 Million 0.53% of portfolio
21,908
Q3 2025 Added 2.39%
$0
$1.3 Million 0.52% of portfolio
30,822
Q3 2025 Added 2.51%
$0
$1.27 Million 0.51% of portfolio
14,230
Q3 2025 Added 1.89%
$85.9B
$1.24 Million 0.5% of portfolio
5,620
Q3 2025 Added 1.79%
$237B
$1.23 Million 0.5% of portfolio
5,194
Q3 2025 Added 0.52%
$115B
$1.22 Million 0.49% of portfolio
2,498
Q3 2025 Reduced 1.61%
$61.4B
$1.17 Million 0.47% of portfolio
5,726
Q3 2025 Reduced 1.05%
$140B
$1.15 Million 0.46% of portfolio
4,580
Q3 2025 Reduced 2.39%
$151B
$1.11 Million 0.45% of portfolio
3,146
Q3 2025 Reduced 3.17%
$55.6B
$1.11 Million 0.45% of portfolio
7,573
Q3 2025 Reduced 3.36%
$42.8B
$1.12 Million 0.45% of portfolio
12,639
Q3 2025 Reduced 3.77%
$204B
$1.12 Million 0.45% of portfolio
7,961
Q3 2025 Added 0.91%
$84.9B
$1.07 Million 0.43% of portfolio
6,353
Q3 2025 Reduced 2.22%
$45.5B
$1.05 Million 0.43% of portfolio
6,096
Q3 2025 Reduced 1.61%
$21B
$1.02 Million 0.41% of portfolio
43,009
Q3 2025 Added 1.01%
$0
$937,000 0.38% of portfolio
9,100
Q2 2025 Reduced 12.08%
$71.5B
$922,000 0.37% of portfolio
1,178
Q3 2025 Added 0.43%
$73.7B
$883,000 0.36% of portfolio
10,505
Q3 2025 Reduced 2.98%
$79.5B
$866,000 0.35% of portfolio
6,920
Q3 2025 Added 6.71%
$144B
$869,000 0.35% of portfolio
1,901
Q3 2025 Reduced 1.4%
$109B
$839,000 0.34% of portfolio
15,130
Q3 2025 Added 1.35%
$10.4B
$786,000 0.32% of portfolio
9,170
Q3 2025 Added 1.09%
$1.29T
$590,000 0.24% of portfolio
1,327
Q3 2025 Reduced 2.28%
$0
$435,000 0.18% of portfolio
4,861
Q3 2025 Added 1.25%
$224B
$373,000 0.15% of portfolio
1,230
Q4 2024 Reduced 7.52%
$0
$299,000 0.12% of portfolio
401
Q2 2025 Reduced 4.75%
$0
$251,000 0.1% of portfolio
772
Q2 2025 New
Amplify ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.73%
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.11%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $247 Million
  • Prior Value $237 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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