Aafmaa Wealth Management & Trust LLC Top Holdings and 13F Report (2026) About Aafmaa Wealth Management & Trust LLCInvestment ActivityAafmaa Wealth Management & Trust LLC has $257.78 million in total holdings as of March 31, 2026.Aafmaa Wealth Management & Trust LLC owns shares of 96 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 15.65% of the portfolio was purchased this quarter.About 11.70% of the portfolio was sold this quarter.This quarter, Aafmaa Wealth Management & Trust LLC has purchased 85 new stocks and bought additional shares in 28 stocks.Aafmaa Wealth Management & Trust LLC sold shares of 44 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares iBoxx $ Investment Grade Corporate Bond ETF $21,959,414Vanguard Short-Term Corporate Bond ETF $19,900,258iShares 7-10 Year Treasury Bond ETF $18,253,568iShares MSCI EAFE ETF $15,836,755Financial Select Sector SPDR Fund $13,610,025 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $1,657,074 Holding30231G102 - ExxonMobil $1,631,111 Holding88160R101 - Tesla $1,394,434 Holding81369Y506 - Energy Select Sector SPDR Fund $1,198,675 Holding91324P102 - UnitedHealth Group $701,099 Holding Largest Purchases this Quarter Industrial Select Sector SPDR Fund 56,014 shares (about $9.06M)Financial Select Sector SPDR Fund 163,113 shares (about $8.05M)Technology Select Sector SPDR Fund 23,392 shares (about $3.11M)Communication Services Select Sector SPDR Fund 20,351 shares (about $2.26M)Berkshire Hathaway 3,458 shares (about $1.66M) Largest Sales this Quarter Global X Artificial Intelligence & Technology ETF 76,487 shares (about $3.57M)iShares Gold Trust 37,151 shares (about $3.28M)SPDR S&P 500 ETF Trust 3,514 shares (about $2.29M)SPDR S&P Homebuilders ETF 16,270 shares (about $1.61M)Eli Lilly and Company 1,365 shares (about $1.26M) 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$21,959,414$516,068 ▲2.4%201,4818.5%FinanceVCSHVanguard Short-Term Corporate Bond ETF$19,900,258$576,451 ▼-2.8%251,0447.7%ETFIEFiShares 7-10 Year Treasury Bond ETF$18,253,568$250,053 ▲1.4%191,2577.1%ETFEFAiShares MSCI EAFE ETF$15,836,755$34,773 ▲0.2%163,0476.1%FinanceXLFFinancial Select Sector SPDR Fund$13,610,025$8,052,889 ▲144.9%275,6745.3%ETFSPYSPDR S&P 500 ETF Trust$12,349,957$2,285,295 ▼-15.6%18,9904.8%FinanceXLIIndustrial Select Sector SPDR Fund$11,489,623$9,059,144 ▲372.7%71,0424.5%ETFMBBiShares MBS ETF$10,993,216$257,314 ▼-2.3%115,7794.3%ETFXLKTechnology Select Sector SPDR Fund$9,535,043$3,108,797 ▲48.4%71,7463.7%ETFNVDANVIDIA$5,695,730$21,626 ▼-0.4%32,6592.2%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$5,397,552$2,256,112 ▲71.8%48,6882.1%ETFAAPLApple$5,136,456$203,286 ▲4.1%20,2392.0%Computer and TechnologyMSFTMicrosoft$5,034,682$624,847 ▼-11.0%13,6012.0%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$3,975,634$537,601 ▲15.6%86,6341.5%ETFGOOGAlphabet$3,805,485$68,846 ▲1.8%13,2661.5%Computer and TechnologyAMZNAmazon.com$3,534,342$1,165,479 ▼-24.8%16,9701.4%Retail/WholesaleAVGOBroadcom$2,825,208$1,198,733 ▼-29.8%9,1281.1%Computer and TechnologyJPMJPMorgan Chase & Co.$2,801,874$4,707 ▼-0.2%9,5251.1%FinanceXLPConsumer Staples Select Sector SPDR Fund$2,795,272$285,372 ▲11.4%34,0971.1%ETFVIGVanguard Dividend Appreciation ETF$2,635,990$830,992 ▲46.0%12,2571.0%ETFVUGVanguard Growth ETF$2,608,947$507,113 ▲24.1%5,9731.0%ETFSOXXiShares Semiconductor ETF$2,444,573$485,431 ▲24.8%7,4380.9%ETFPPHVanEck Pharmaceutical ETF$2,442,115$890,667 ▼-26.7%23,5090.9%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$2,400,829$188,862 ▲8.5%22,0300.9%FinanceXLREReal Estate Select Sector SPDR Fund$2,276,395$1,018,341 ▲80.9%55,7530.9%ETFTIDAL TRUST I$2,239,316$36,465 ▲1.7%112,1340.9%ACADEMY VETERANAMPLIFY ETF TR$2,173,705$451,441 ▲26.2%28,9480.8%AMPLIFY CYBERSECETREntergy$2,165,626$75,169 ▼-3.4%19,2740.8%UtilitiesVVisa$1,828,854$67,097 ▼-3.5%6,0510.7%Business ServicesSYKStryker$1,828,275$144,251 ▲8.6%5,5640.7%MedicalMSMorgan Stanley$1,714,161$26,660 ▼-1.5%10,4160.7%FinanceCOSTCostco Wholesale$1,690,942$673,587 ▼-28.5%1,6970.7%Retail/WholesaleLLYEli Lilly and Company$1,673,062$1,255,486 ▼-42.9%1,8190.6%MedicalBRK.BBerkshire Hathaway$1,657,074$1,657,074 ▲New Holding3,4580.6%FinanceXOMExxonMobil$1,631,111$1,631,111 ▲New Holding9,6140.6%EnergyCATCaterpillar$1,616,706$80,056 ▼-4.7%2,2820.6%IndustrialsLINDE PLC$1,613,699$66,432 ▼-4.0%3,2550.6%SHSWALMART INC$1,588,671$1,001,697 ▼-38.7%12,7830.6%COMMAMastercard$1,541,451$272,315 ▼-15.0%3,0850.6%Business ServicesABBVAbbVie$1,528,302$15,442 ▼-1.0%7,0270.6%MedicalNEENextEra Energy$1,525,461$919,233 ▼-37.6%16,4240.6%UtilitiesXLVHealth Care Select Sector SPDR Fund$1,524,304$96,909 ▼-6.0%10,3970.6%ETFMETAMeta Platforms$1,493,831$17,736 ▲1.2%2,6110.6%Computer and TechnologyETNEaton$1,490,411$46,497 ▼-3.0%4,1670.6%IndustrialsHDHome Depot$1,413,570$111,823 ▲8.6%4,2980.5%Retail/WholesaleTSLATesla$1,394,434$1,394,434 ▲New Holding3,7510.5%Auto/Tires/TrucksORLYO'Reilly Automotive$1,289,940$166,712 ▼-11.4%13,9740.5%Retail/WholesaleWMWaste Management$1,202,031$130,521 ▼-9.8%5,2310.5%Business ServicesXLEEnergy Select Sector SPDR Fund$1,198,675$1,198,675 ▲New Holding19,5670.5%ETFBSXBoston Scientific$1,168,091$21,900 ▼-1.8%18,6150.5%MedicalRSGRepublic Services$1,100,576$49,280 ▼-4.3%5,0250.4%Business ServicesUNPUnion Pacific$1,097,128$29,600 ▼-2.6%4,5220.4%TransportationCSXCSX$1,086,266$26,313 ▲2.5%26,4620.4%TransportationSOCLGlobal X Social Media ETF$1,047,564$671,761 ▲178.8%24,1930.4%ETFSPGIS&P Global$1,041,658$8,507 ▼-0.8%2,4490.4%FinanceXHBSPDR S&P Homebuilders ETF$1,034,092$1,606,174 ▼-60.8%10,4750.4%ETFNFLXNetflix$1,020,632$1,228,797 ▼-54.6%10,6150.4%Consumer DiscretionaryLOWLowe's Companies$1,010,570$44,893 ▲4.6%4,2770.4%Retail/WholesaleCRMSalesforce$970,124$49,094 ▼-4.8%5,1970.4%Computer and TechnologyICEIntercontinental Exchange$910,808$31,456 ▼-3.3%5,7910.4%FinanceEQIXEquinix$908,682$67,637 ▼-6.9%9270.4%FinanceNOBLProShares S&P 500 Aristocrats ETF$890,484$74,207 ▼-7.7%8,4000.3%ETFEXPAND ENERGY CORPORATION$887,022$277,633 ▼-23.8%8,0800.3%COMDELLDell Technologies$886,959$77,634 ▲9.6%5,4040.3%Computer and TechnologyDLRDigital Realty Trust$873,118$20,724 ▼-2.3%4,8450.3%FinanceHPEHewlett Packard Enterprise$835,326$79,216 ▲10.5%35,0830.3%Computer and TechnologyNDAQNasdaq$800,428$15,450 ▼-1.9%9,4290.3%FinanceUNHUnitedHealth Group$701,099$701,099 ▲New Holding2,5910.3%MedicalNOWServiceNow$680,725$275,071 ▼-28.8%6,5110.3%Computer and TechnologyAIQGlobal X Artificial Intelligence & Technology ETF$607,737$3,569,650 ▼-85.5%13,0220.2%ETFIHIiShares U.S. Medical Devices ETF$588,130$106,433 ▲22.1%11,0240.2%ETFARISTA NETWORKS INC$572,646$491,243 ▼-46.2%4,6640.2%COM SHSMUMicron Technology$515,206$515,206 ▲New Holding1,5250.2%Computer and TechnologyCVXChevron$506,491$506,491 ▲New Holding2,4480.2%EnergyTMOThermo Fisher Scientific$481,699$481,699 ▲New Holding9800.2%MedicalVRTVertiv$479,610$518,951 ▼-52.0%1,9140.2%Computer and TechnologyAMDAdvanced Micro Devices$474,195$474,195 ▲New Holding2,3310.2%Computer and TechnologyBNSBank of Nova Scotia$469,4370.0%6,7730.2%FinanceINTCIntel$435,034$435,034 ▲New Holding9,8580.2%Computer and TechnologyCRWDCrowdStrike$431,013$384,554 ▼-47.2%1,1040.2%Computer and TechnologyMCDMcDonald's$382,2720.0%1,2300.1%Retail/WholesaleSWKSSkyworks Solutions$358,089$358,089 ▲New Holding6,6870.1%Computer and TechnologyLAM RESEARCH CORP$342,070$342,070 ▲New Holding1,6010.1%COM NEWIBMInternational Business Machines$312,441$3,393 ▲1.1%1,2890.1%Computer and TechnologyAVYAvery Dennison$308,9250.0%1,7890.1%IndustrialsIAUiShares Gold Trust$305,210$3,275,233 ▼-91.5%3,4620.1%FinanceSMHVanEck Semiconductor ETF$295,9850.0%7720.1%ManufacturingKGCKinross Gold$287,285$287,285 ▲New Holding9,4130.1%Basic MaterialsWMBWilliams Companies$282,605$282,605 ▲New Holding3,8830.1%EnergyMOSMosaic$262,446$262,446 ▲New Holding10,2920.1%Basic MaterialsSCHASchwab US Small-Cap ETF$257,3580.0%8,8500.1%ETFVGTVanguard Information Technology ETF$253,272$26,513 ▼-9.5%3630.1%ETFPALANTIR TECHNOLOGIES INC$232,585$232,585 ▲New Holding1,5900.1%CL AALLAllstate$210,4500.0%1,0150.1%FinanceDDominion Energy$207,715$207,715 ▲New Holding3,3600.1%UtilitiesTAT&T$202,495$202,495 ▲New Holding6,9850.1%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$0$2,065,436 ▼-100.0%00.0%ETFFINXGlobal X FinTech ETF$0$1,190,208 ▼-100.0%00.0%ManufacturingPANWPalo Alto Networks$0$981,602 ▼-100.0%00.0%Computer and TechnologyMRVLMarvell Technology$0$695,647 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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