AAFMAA Wealth Management & Trust LLC
AAFMAA Wealth Management & Trust LLC reported 95 positions worth $286.5M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: LQD (8.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LQD | SH | $23.8M | 8.31% | 218,278 | — | — | |
| ▸ 2 | VCSH | SH | $21.5M | 7.50% | 272,006 | — | — | |
| ▸ 3 | IEF | SH | $19.9M | 6.94% | 210,322 | — | — | |
| ▸ 4 | EFA | SH | $16.9M | 5.91% | 163,088 | — | — | |
| ▸ 5 | XLF | SH | $15.6M | 5.46% | 291,796 | — | — | |
| ▸ 6 | SPY | SH | $14.8M | 5.16% | 19,784 | — | — | |
| ▸ 7 | XLI | SH | $14.0M | 4.88% | 75,461 | — | — | |
| ▸ 8 | XLK | SH | $13.8M | 4.83% | 72,597 | — | — | |
| ▸ 9 | MBB | SH | $11.7M | 4.09% | 123,856 | — | — | |
| ▸ 10 | NVDA | SH | $6.4M | 2.23% | 31,996 | — | — |
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Frequently Asked Questions
What stocks does AAFMAA Wealth Management & Trust LLC hold as of Q2 2026?
AAFMAA Wealth Management & Trust LLC reported 95 positions worth $286.5M in its Q2 2026 13F filing. Largest positions: LQD (8.3%), VCSH (7.5%), IEF (6.9%), EFA (5.9%) and XLF (5.5%).
What did AAFMAA Wealth Management & Trust LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did AAFMAA Wealth Management & Trust LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.