StockDriftsStockDriftsTop 50 Aafmaa Wealth Management & Trust LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 9.84% | 37.7K | $28.7M | +90.81%(+17.96K) | $650.59(+17.81%) | 2026-09-30 | |
| LQD | ISHARES TR | 8.28% | 235.9K | $24.1M | +8.08%(+17.64K) | $109.68(-6.20%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 7.63% | 287.5K | $22.2M | +5.69%(+15.47K) | $77.34(+0.08%) | 2026-09-30 | |
| IEF | ISHARES TR | 6.91% | 225.3K | $20.1M | +7.11%(+14.96K) | $95.90(-6.07%) | 2026-09-30 | |
| EFA | ISHARE TR | 5.98% | 167.5K | $17.4M | +2.68%(+4.37K) | $86.44(+19.01%) | 2026-09-30 | |
| XLF | SELECT SECTOR SPDR TR | 5.64% | 307.0K | $16.4M | +5.21%(+15.20K) | $50.79(+8.41%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 5% | 75.2K | $14.6M | +3.62%(+2.62K) | $128.65(+44.55%) | 2026-09-30 | |
| MBB | ISHARES TR | 4.05% | 131.5K | $11.8M | +6.21%(+7.69K) | $92.86(-2.84%) | 2026-09-30 | |
| XLI | SELECT SECTOR SPDR TR | 2.96% | 47.8K | $8.6M | -36.65%(-27.65K) | $152.91(+9.01%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.47% | 31.5K | $7.2M | -1.46%(-467) | $103.27(+110.22%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.40% | +38.24% | +6.94% | +39.83% |
| Top 20 Holdings Unweighted | +14.74% | +51.06% | +8.93% | +53.37% |
Aafmaa Wealth Management & Trust LLC reports $291.06M in US-listed equity holdings across 94 positions in its most recent 13F filing. Its largest disclosed positions are SPY (9.8%), LQD (8.3%) and VCSH (7.6%). The top 20 holdings account for 73.72% of reported assets. Its disclosed equity book has returned +38.24% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aafmaa Wealth Management & Trust LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846160). View Aafmaa Wealth Management & Trust LLC’s 13F filings on SEC