AAFMAA Wealth Management & Trust LLC: 13F holdings

CIK 18461602026Q2

Positions95
Reported value$286.5m
Filed2026-07-08

Change since last quarter

Positions95 (-1 vs prior quarter)
Reported value$286.5m (+11.1%)

Top 10 holdings

SecuritySharesValueWeight
LQD ISHARES TR218,278$23.8m8.3%
VCSH VANGUARD SCOTTSDALE FDS272,006$21.5m7.5%
IEF ISHARES TR210,322$19.9m6.9%
EFA ISHARE TR163,088$16.9m5.9%
XLF SELECT SECTOR SPDR TR291,796$15.6m5.5%
SPY SPDR S&P 500 ETF TR19,784$14.8m5.2%
XLI SELECT SECTOR SPDR TR75,461$14.0m4.9%
XLK SELECT SECTOR SPDR TR72,597$13.8m4.8%
MBB ISHARES TR123,856$11.7m4.1%
NVDA NVIDIA CORPORATION31,996$6.4m2.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1846160")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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