Aafmaa Wealth Management & Trust LLC Portfolio Holdings

Aafmaa Wealth Management & Trust LLC

  • $265 Million
  • Q4 2025

Aafmaa Wealth Management & Trust LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $265 Million distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Iboxx $ Investment Gra with a value of $21.7M, Vanguard Sht Term Corp Bd ETF with a value of $20.6M, Ishares Barclays with a value of $18.2M, Ishares Tr Msci Eafe ETF with a value of $15.5M, and Spdr S&P 500 ETF Trust with a value of $15M.

Examining the 13F form we can see an increase of $17.8M in the current position value, from $247M to 265M.

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

Portfolio value $265 Million
ETFs: $171 Million
Technology: $37.1 Million
Financial Services: $12.2 Million
Consumer Cyclical: $9.57 Million
Healthcare: $8.71 Million
Industrials: $7.93 Million
Communication Services: $7.87 Million
Consumer Defensive: $4.31 Million
Other: $6.63 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $265 Million
  • Prior Value $247 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 17 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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