Aafmaa Wealth Management & Trust LLC Top Holdings and 13F Report (2026) About Aafmaa Wealth Management & Trust LLCInvestment ActivityAafmaa Wealth Management & Trust LLC has $291.06 million in total holdings as of September 30, 2026.Aafmaa Wealth Management & Trust LLC owns shares of 94 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 8.77% of the portfolio was purchased this quarter.About 6.34% of the portfolio was sold this quarter.This quarter, Aafmaa Wealth Management & Trust LLC has purchased 95 new stocks and bought additional shares in 33 stocks.Aafmaa Wealth Management & Trust LLC sold shares of 48 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $28,650,046iShares iBoxx $ Investment Grade Corporate Bond ETF $24,106,305Vanguard Short-Term Corporate Bond ETF $22,207,830iShares 7-10 Year Treasury Bond ETF $20,120,204iShares MSCI EAFE ETF $17,397,316 Largest New Holdings this Quarter 742718109 - Procter & Gamble $447,462 Holding478160104 - Johnson & Johnson $308,422 Holding00206R102 - AT&T $305,586 Holding701094104 - Parker-Hannifin $236,944 Holding81762P102 - ServiceNow $201,551 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 17,965 shares (about $13.63M)iShares iBoxx $ Investment Grade Corporate Bond ETF 17,642 shares (about $1.80M)iShares 7-10 Year Treasury Bond ETF 14,963 shares (about $1.34M)Vanguard Short-Term Corporate Bond ETF 15,474 shares (about $1.20M)Financial Select Sector SPDR Fund 15,195 shares (about $812.77K) Largest Sales this Quarter Industrial Select Sector SPDR Fund 27,653 shares (about $4.98M)iShares Semiconductor ETF 5,551 shares (about $3.16M)AMPLIFY ETF TR 19,430 shares (about $2.36M)VanEck Pharmaceutical ETF 10,258 shares (about $1.12M)Health Care Select Sector SPDR Fund 3,322 shares (about $539.43K) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$28,650,046$13,634,747 ▲90.8%37,7499.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$24,106,305$1,802,660 ▲8.1%235,9208.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$22,207,830$1,195,367 ▲5.7%287,4807.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$20,120,204$1,336,346 ▲7.1%225,2856.9%ETFEFAiShares MSCI EAFE ETF$17,397,316$454,103 ▲2.7%167,4596.0%ETFXLFFinancial Select Sector SPDR Fund$16,420,770$812,772 ▲5.2%306,9915.6%ETFXLKTechnology Select Sector SPDR Fund$14,553,236$507,860 ▲3.6%75,2225.0%ETFMBBiShares MBS ETF$11,788,794$688,819 ▲6.2%131,5424.1%ETFXLIIndustrial Select Sector SPDR Fund$8,609,374$4,979,815 ▼-36.6%47,8083.0%ETFNVDANVIDIA$7,200,593$106,653 ▼-1.5%31,5292.5%TechnologyAAPLApple$6,276,761$88,916 ▼-1.4%18,8482.2%TechnologyXLCCommunication Services Select Sector SPDR Fund$5,850,433$209,116 ▲3.7%53,5202.0%ETFMSFTMicrosoft$5,221,835$280,556 ▼-5.1%10,1811.8%TechnologyGOOGAlphabet$4,355,679$12,607 ▼-0.3%12,7831.5%Communication ServicesVUGVanguard Growth ETF$4,223,816$572,108 ▲15.7%46,8741.5%ETFXLUUtilities Select Sector SPDR Fund$4,054,493$222,677 ▲5.8%96,8481.4%ETFAMZNAmazon.com$3,835,415$50,079 ▼-1.3%15,3941.3%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$3,777,522$423,924 ▲12.6%16,1911.3%ETFXLPConsumer Staples Select Sector SPDR Fund$3,066,397$122,708 ▲4.2%37,5591.1%ETFAVGOBroadcom$2,868,871$43,548 ▼-1.5%8,1691.0%TechnologyJPMJPMorgan Chase & Co.$2,834,221$109,505 ▼-3.7%8,5671.0%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$2,736,682$133,985 ▲5.1%24,3470.9%ETFXLREReal Estate Select Sector SPDR Fund$2,621,021$141,362 ▲5.7%62,1130.9%ETFTIDAL TRUST I$2,342,612$117,387 ▲5.3%125,0660.8%ACADEMY VETERANHPEHewlett Packard Enterprise$2,044,544$21,339 ▼-1.0%32,0010.7%TechnologyMETAMeta Platforms$1,970,314$69,617 ▼-3.4%2,7170.7%Communication ServicesVVisa$1,930,680$95,222 ▼-4.7%5,3730.7%FinanceLLYEli Lilly and Company$1,818,930$37,027 ▼-2.0%1,5720.6%HealthcareMSMorgan Stanley$1,775,099$52,474 ▼-2.9%9,4380.6%FinanceETREntergy$1,742,708$39,108 ▼-2.2%17,5570.6%UtilitiesCATCaterpillar$1,735,902$28,378 ▲1.7%2,1410.6%IndustrialsABBVAbbVie$1,647,494$74,292 ▼-4.3%6,2980.6%HealthcareETNEaton$1,617,858$55,862 ▼-3.3%3,7650.6%IndustrialsBRK.BBerkshire Hathaway$1,607,881$118,014 ▼-6.8%3,2290.6%FinancePPHVanEck Pharmaceutical ETF$1,581,998$1,122,045 ▼-41.5%14,4630.5%ETFMUMicron Technology$1,556,126$11,716 ▲0.8%1,4610.5%TechnologyMAMastercard$1,502,756$51,838 ▼-3.3%2,7250.5%FinanceTSLATesla$1,474,590$64,221 ▲4.6%4,1560.5%Consumer DiscretionaryLINDE PLC$1,440,088$5,696 ▲0.4%3,0340.5%SHSAMPLIFY ETF TR$1,435,482$2,355,694 ▼-62.1%11,8400.5%AMPLIFY CYBERSECSYKStryker$1,403,387$28,365 ▼-2.0%5,0960.5%HealthcareCOSTCostco Wholesale$1,308,159$50,069 ▼-3.7%1,4370.4%Consumer StaplesDELLDell Technologies$1,272,252$36,581 ▼-2.8%2,3650.4%TechnologyAMDAdvanced Micro Devices$1,261,449$10,400 ▼-0.8%2,0620.4%TechnologySOXXiShares Semiconductor ETF$1,244,184$3,156,520 ▼-71.7%2,1880.4%ETFXLVHealth Care Select Sector SPDR Fund$1,232,961$539,431 ▼-30.4%7,5930.4%ETFXLEEnergy Select Sector SPDR Fund$1,200,250$18,649 ▼-1.5%20,7240.4%ETFWALMART INC$1,180,012$20,264 ▼-1.7%11,3550.4%COMHDHome Depot$1,127,434$11,380 ▲1.0%3,9630.4%Consumer DiscretionaryCSXCSX$1,122,101$10,139 ▼-0.9%24,1260.4%IndustrialsUNPUnion Pacific$1,085,254$48,167 ▼-4.2%3,9880.4%IndustrialsORLYO'Reilly Automotive$1,074,202$8,285 ▼-0.8%12,5770.4%Consumer DiscretionaryINTCIntel$1,062,953$23,806 ▲2.3%8,8410.4%TechnologyNEENextEra Energy$1,035,820$25,449 ▼-2.4%13,6760.4%UtilitiesCRWDCrowdStrike$1,018,493$780,483 ▲327.9%3,8470.3%TechnologyWMWaste Management$968,008$1,835 ▼-0.2%4,7470.3%IndustrialsRSGRepublic Services$944,205$16,999 ▼-1.8%4,4990.3%IndustrialsUNHUnitedHealth Group$939,725$9,177 ▼-1.0%2,5600.3%HealthcareNOBLProShares S&P 500 Aristocrats ETF$908,8800.0%16,8000.3%ETFEQIXEquinix$908,399$20,232 ▼-2.2%8980.3%Real EstateSPGIS&P Global$856,000$24,852 ▼-2.8%2,1700.3%FinanceICEIntercontinental Exchange$821,114$11,098 ▲1.4%5,4010.3%FinanceNDAQNasdaq$807,387$11,133 ▲1.4%8,7750.3%FinanceARISTA NETWORKS INC$800,516$22,191 ▼-2.7%3,9320.3%COM SHSDLRDigital Realty Trust$777,423$2,106 ▼-0.3%4,4290.3%Real EstateLOWLowe's Companies$689,613$22,852 ▼-3.2%3,7420.2%Consumer DiscretionaryAIQGlobal X Artificial Intelligence & Technology ETF$673,233$88,943 ▼-11.7%10,3320.2%ETFDDominion Energy$653,434$450,087 ▲221.3%10,7970.2%UtilitiesNFLXNetflix$645,146$3,966 ▼-0.6%9,2720.2%Communication ServicesIHIiShares U.S. Medical Devices ETF$630,577$7,263 ▲1.2%12,3280.2%ETFSWKSSkyworks Solutions$629,475$39,748 ▲6.7%7,3640.2%TechnologyTMOThermo Fisher Scientific$616,996$19,576 ▼-3.1%9140.2%HealthcareBNSBank of Nova Scotia$615,2590.0%6,7730.2%FinanceEXPAND ENERGY CORPORATION$598,805$25,143 ▼-4.0%7,1210.2%COMPALANTIR TECHNOLOGIES INC$563,020$24,129 ▲4.5%3,0100.2%CL ACVXChevron$512,567$613 ▼-0.1%2,5100.2%EnergyORCLOracle$479,040$26,087 ▲5.8%3,4890.2%TechnologyLAM RESEARCH CORP$469,769$6,242 ▲1.3%1,4300.2%COM NEWSMHVanEck Semiconductor ETF$457,968$12,180 ▼-2.6%7520.2%ETFPGProcter & Gamble$447,462$447,462 ▲New Holding3,0800.2%Consumer StaplesIBMInternational Business Machines$429,303$148,892 ▲53.1%1,9520.1%TechnologyVRTVertiv$396,713$724 ▲0.2%1,6440.1%IndustrialsJNJJohnson & Johnson$308,422$308,422 ▲New Holding1,1650.1%HealthcareTAT&T$305,586$305,586 ▲New Holding12,5240.1%Communication ServicesAVYAvery Dennison$305,3290.0%1,7890.1%MaterialsCRMSalesforce$299,818$43,848 ▼-12.8%1,3060.1%TechnologySCHASchwab US Small-Cap ETF$288,7760.0%8,8500.1%ETFMCDMcDonald's$284,0560.0%1,2300.1%Consumer DiscretionaryWMBWilliams Companies$266,238$2,243 ▼-0.8%3,9170.1%EnergyIVViShares Core S&P 500 ETF$259,6230.0%3390.1%ETFPHParker-Hannifin$236,944$236,944 ▲New Holding2480.1%IndustrialsALLAllstate$225,1880.0%1,0150.1%FinanceGEGE Aerospace$208,9220.0%6690.1%IndustrialsNOWServiceNow$201,551$201,551 ▲New Holding1,5040.1%TechnologyXOMExxonMobil$0$1,316,614 ▼-100.0%00.0%EnergyXHBSPDR S&P Homebuilders ETF$0$1,231,754 ▼-100.0%00.0%ETFSOCLGlobal X Social Media ETF$0$1,113,674 ▼-100.0%00.0%ETFVGTVanguard Information Technology ETF$0$347,086 ▼-100.0%00.0%ETFTFIITFI International$0$218,657 ▼-100.0%00.0%IndustrialsGE VERNOVA INC$0$206,775 ▼-100.0%00.0%COMShowing largest 100 holdings. 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