account_balance

Investment manager · 13F filer · SEC CIK 1846160

Aafmaa Wealth Management & Trust LLC

Reported value$291Mas of Sep 30, 2026
Positions94 5 new, 6 sold out
Top 10 weight58.8%SPY alone is 10%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 9.8% Added +91%
LQD iShares Tr 8.3% Added +8%
VCSH Vanguard Scottsdale FDS 7.6% Added +6%
IEF iShares Tr 6.9% Added +7%
EFA Ishare Tr 6.0% Added +3%
XLF Select Sector SPDR Tr 5.6% Added +5%
XLK Select Sector SPDR Tr 5.0% Added +4%
MBB iShares Tr 4.1% Added +6%
XLI Select Sector SPDR Tr 3.0% Trimmed −37%
NVDA NVIDIA Corp 2.5% HeldAAPL Apple Inc. 2.2% Held
XLC Select Sector SPDR Tr 2.0% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 8, 2026 filing
add_circleNew
arrow_upwardAdded
  • D +221%
  • SPY +91%
  • VUG +16%
  • VIG +13%
arrow_downwardTrimmed
  • SOXX −72%
  • HACK −62%
  • PPH −41%
  • XLI −37%
remove_circleSold out
  • XOM $1.32M
  • XHB $1.23M
  • SOCL $1.11M
  • VGT $347K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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