Aafmaa Wealth Management & Trust LLC Top Holdings and 13F Report (2026) About Aafmaa Wealth Management & Trust LLCInvestment ActivityAafmaa Wealth Management & Trust LLC has $286.50 million in total holdings as of June 30, 2026.Aafmaa Wealth Management & Trust LLC owns shares of 95 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 5.76% of the portfolio was purchased this quarter.About 4.04% of the portfolio was sold this quarter.This quarter, Aafmaa Wealth Management & Trust LLC has purchased 96 new stocks and bought additional shares in 35 stocks.Aafmaa Wealth Management & Trust LLC sold shares of 48 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares iBoxx $ Investment Grade Corporate Bond ETF $23,807,582Vanguard Short-Term Corporate Bond ETF $21,496,634iShares 7-10 Year Treasury Bond ETF $19,890,151iShares MSCI EAFE ETF $16,941,582Financial Select Sector SPDR Fund $15,643,183 Largest New Holdings this Quarter 68389X105 - Oracle $483,468 Holding464287200 - iShares Core S&P 500 ETF $253,874 Holding369604301 - GE Aerospace $250,025 Holding87241L109 - TFI International $218,657 Holding36828A101 - GE VERNOVA INC $206,775 Holding Largest Purchases this Quarter Vanguard Growth ETF 34,552 shares (about $2.98M)iShares iBoxx $ Investment Grade Corporate Bond ETF 16,797 shares (about $1.83M)iShares 7-10 Year Treasury Bond ETF 19,065 shares (about $1.80M)Vanguard Short-Term Corporate Bond ETF 20,962 shares (about $1.66M)Financial Select Sector SPDR Fund 16,122 shares (about $864.30K) Largest Sales this Quarter Dell Technologies 2,971 shares (about $1.28M)Microsoft 2,873 shares (about $1.07M)Salesforce 3,700 shares (about $579.64K)Amazon.com 1,375 shares (about $327.72K)Apple 1,124 shares (about $325.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAafmaa Wealth Management & Trust LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$23,807,582$1,832,049 â–²8.3%218,2788.3%FinanceVCSHVanguard Short-Term Corporate Bond ETF$21,496,634$1,656,627 â–²8.3%272,0067.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$19,890,151$1,802,977 â–²10.0%210,3226.9%ETFEFAiShares MSCI EAFE ETF$16,941,582$4,259 â–²0.0%163,0885.9%FinanceXLFFinancial Select Sector SPDR Fund$15,643,183$864,300 â–²5.8%291,7965.5%ETFSPYSPDR S&P 500 ETF Trust$14,774,098$592,935 â–²4.2%19,7845.2%FinanceXLIIndustrial Select Sector SPDR Fund$13,977,641$818,531 â–²6.2%75,4614.9%ETFXLKTechnology Select Sector SPDR Fund$13,831,181$162,133 â–²1.2%72,5974.8%ETFMBBiShares MBS ETF$11,706,869$763,438 â–²7.0%123,8564.1%ETFNVDANVIDIA$6,402,080$132,660 â–¼-2.0%31,9962.2%Computer and TechnologyAAPLApple$5,531,116$325,241 â–¼-5.6%19,1151.9%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$5,528,658$312,712 â–²6.0%51,6071.9%ETFSOXXiShares Semiconductor ETF$4,958,842$192,869 â–²4.0%7,7391.7%ETFGOOGAlphabet$4,529,691$157,585 â–¼-3.4%12,8201.6%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$4,149,925$221,939 â–²5.7%91,5291.4%ETFMSFTMicrosoft$4,001,759$1,071,687 â–¼-21.1%10,7281.4%Computer and TechnologyAMZNAmazon.com$3,716,912$327,717 â–¼-8.1%15,5951.3%Retail/WholesaleVUGVanguard Growth ETF$3,490,824$2,976,310 â–²578.5%40,5251.2%ETFVIGVanguard Dividend Appreciation ETF$3,401,176$500,925 â–²17.3%14,3741.2%ETFAMPLIFY ETF TR$3,281,161$243,647 â–²8.0%31,2701.1%AMPLIFY CYBERSECAVGOBroadcom$3,132,681$315,421 â–¼-9.1%8,2931.1%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$2,995,172$162,734 â–²5.7%36,0561.0%ETFJPMJPMorgan Chase & Co.$2,912,582$205,236 â–¼-6.6%8,8981.0%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$2,715,618$131,940 â–²5.1%23,1550.9%FinancePPHVanEck Pharmaceutical ETF$2,703,241$132,532 â–²5.2%24,7210.9%ManufacturingXLREReal Estate Select Sector SPDR Fund$2,587,335$132,530 â–²5.4%58,7630.9%ETFTIDAL TRUST I$2,350,450$131,868 â–²5.9%118,7990.8%ACADEMY VETERANCATCaterpillar$2,242,679$187,422 â–¼-7.7%2,1060.8%IndustrialsETREntergy$2,061,852$151,960 â–¼-6.9%17,9510.7%UtilitiesMSMorgan Stanley$2,031,242$146,119 â–¼-6.7%9,7170.7%FinanceVVisa$1,934,341$141,696 â–¼-6.8%5,6380.7%Business ServicesLLYEli Lilly and Company$1,923,886$257,877 â–¼-11.8%1,6040.7%MedicalBRK.BBerkshire Hathaway$1,734,352$4,003 â–²0.2%3,4660.6%FinanceXLVHealth Care Select Sector SPDR Fund$1,731,774$82,186 â–²5.0%10,9150.6%ETFMUMicron Technology$1,673,721$86,572 â–¼-4.9%1,4500.6%Computer and TechnologyTSLATesla$1,671,885$94,214 â–²6.0%3,9750.6%Auto/Tires/TrucksETNEaton$1,659,737$115,905 â–¼-6.5%3,8950.6%IndustrialsABBVAbbVie$1,656,295$111,980 â–¼-6.3%6,5820.6%MedicalSYKStryker$1,636,853$114,917 â–¼-6.6%5,1990.6%MedicalMETAMeta Platforms$1,584,535$113,785 â–²7.7%2,8130.6%Computer and TechnologyLINDE PLC$1,568,237$120,913 â–¼-7.2%3,0220.5%SHSHPEHewlett Packard Enterprise$1,458,632$123,962 â–¼-7.8%32,3350.5%Computer and TechnologyMAMastercard$1,447,838$136,618 â–¼-8.6%2,8190.5%Business ServicesCOSTCostco Wholesale$1,395,721$191,771 â–¼-12.1%1,4920.5%Retail/WholesaleHDHome Depot$1,383,563$132,255 â–¼-8.7%3,9230.5%Retail/WholesaleXOMExxonMobil$1,316,614$2,188 â–²0.2%9,6300.5%EnergyWALMART INC$1,308,153$139,650 â–¼-9.6%11,5500.5%COMXHBSPDR S&P Homebuilders ETF$1,231,754$21,263 â–²1.8%10,6590.4%ETFNEENextEra Energy$1,229,834$211,701 â–¼-14.7%14,0120.4%UtilitiesAMDAdvanced Micro Devices$1,207,712$146,389 â–¼-10.8%2,0790.4%Computer and TechnologyINTCIntel$1,206,822$169,650 â–¼-12.3%8,6430.4%Computer and TechnologyORLYO'Reilly Automotive$1,167,149$119,717 â–¼-9.3%12,6740.4%Retail/WholesaleCSXCSX$1,157,071$100,669 â–¼-8.0%24,3440.4%TransportationUNPUnion Pacific$1,132,880$97,104 â–¼-7.9%4,1650.4%TransportationXLEEnergy Select Sector SPDR Fund$1,117,753$78,550 â–²7.6%21,0460.4%ETFSOCLGlobal X Social Media ETF$1,113,674$53,798 â–²5.1%25,4210.4%ETFUNHUnitedHealth Group$1,074,404$2,494 â–¼-0.2%2,5850.4%MedicalWMWaste Management$1,060,017$105,868 â–¼-9.1%4,7560.4%Business ServicesDELLDell Technologies$1,049,742$1,281,867 â–¼-55.0%2,4330.4%Computer and TechnologyRSGRepublic Services$975,906$94,821 â–¼-8.9%4,5800.3%Business ServicesEQIXEquinix$956,914$9,382 â–¼-1.0%9180.3%FinanceNOBLProShares S&P 500 Aristocrats ETF$943,488$471,744 â–²100.0%16,8000.3%ETFSPGIS&P Global$909,412$87,968 â–¼-8.8%2,2330.3%FinanceLOWLowe's Companies$852,414$90,621 â–¼-9.6%3,8660.3%Retail/WholesaleDLRDigital Realty Trust$797,515$72,550 â–¼-8.3%4,4410.3%FinanceAIQGlobal X Artificial Intelligence & Technology ETF$767,440$86,933 â–¼-10.2%11,6970.3%ETFARISTA NETWORKS INC$686,485$105,835 â–¼-13.4%4,0410.2%COM SHSCRWDCrowdStrike$686,062$156,444 â–¼-18.6%8990.2%Computer and TechnologyNDAQNasdaq$682,109$61,086 â–¼-8.2%8,6540.2%FinanceEXPAND ENERGY CORPORATION$676,630$60,185 â–¼-8.2%7,4200.2%COMNFLXNetflix$666,091$91,820 â–¼-12.1%9,3290.2%Consumer DiscretionaryICEIntercontinental Exchange$655,930$57,000 â–¼-8.0%5,3280.2%FinanceLAM RESEARCH CORP$611,429$82,333 â–¼-11.9%1,4110.2%COM NEWIHIiShares U.S. Medical Devices ETF$602,110$57,414 â–²10.5%12,1860.2%ETFBNSBank of Nova Scotia$588,1670.0%6,7730.2%FinanceVRTVertiv$549,440$91,406 â–¼-14.3%1,6410.2%Computer and TechnologySMHVanEck Semiconductor ETF$506,3470.0%7720.2%ManufacturingORCLOracle$483,468$483,468 â–²New Holding3,2990.2%Computer and TechnologyTMOThermo Fisher Scientific$472,782$18,550 â–¼-3.8%9430.2%MedicalSWKSSkyworks Solutions$467,752$14,374 â–²3.2%6,8990.2%Computer and TechnologyCVXChevron$416,555$10,774 â–²2.7%2,5130.1%EnergyIBMInternational Business Machines$358,543$3,937 â–¼-1.1%1,2750.1%Computer and TechnologyVGTVanguard Information Technology ETF$347,086$303,700 â–²700.0%2,9040.1%ETFPALANTIR TECHNOLOGIES INC$336,126$150,621 â–²81.2%2,8810.1%CL AMCDMcDonald's$332,4810.0%1,2300.1%Retail/WholesaleSCHASchwab US Small-Cap ETF$319,7510.0%8,8500.1%ETFWMBWilliams Companies$293,643$4,981 â–²1.7%3,9500.1%EnergyAVYAvery Dennison$290,4440.0%1,7890.1%IndustrialsIVViShares Core S&P 500 ETF$253,874$253,874 â–²New Holding3390.1%ETFGEGE Aerospace$250,025$250,025 â–²New Holding6690.1%AerospaceALLAllstate$241,5090.0%1,0150.1%FinanceCRMSalesforce$234,520$579,642 â–¼-71.2%1,4970.1%Computer and TechnologyDDominion Energy$229,4540.0%3,3600.1%UtilitiesTFIITFI International$218,657$218,657 â–²New Holding1,5230.1%TransportationGE VERNOVA INC$206,775$206,775 â–²New Holding1760.1%COMBSXBoston Scientific$0$1,168,091 â–¼-100.0%00.0%MedicalNOWServiceNow$0$680,725 â–¼-100.0%00.0%Computer and TechnologyIAUiShares Gold Trust$0$305,210 â–¼-100.0%00.0%FinanceKGCKinross Gold$0$287,285 â–¼-100.0%00.0%Basic MaterialsMOSMosaic$0$262,446 â–¼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. 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