Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AAFMAA Wealth Management & Trust LLC (CIK 1846160) reported $257.8M across 96 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LQD ($22.0M, 8.52%), VCSH ($19.9M, 7.72%), IEF ($18.3M, 7.08%), EFA ($15.8M, 6.14%), XLF ($13.6M, 5.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LQD | ISHARES TR | $22.0M | 8.52% | 201,481 | Added |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $19.9M | 7.72% | 251,044 | Trimmed |
| 3 | IEF | ISHARES TR | $18.3M | 7.08% | 191,257 | Added |
| 4 | EFA | ISHARE TR | $15.8M | 6.14% | 163,047 | Added |
| 5 | XLF | SELECT SECTOR SPDR TR | $13.6M | 5.28% | 275,674 | Added |
| 6 | SPY | SPDR S&P 500 ETF TR | $12.3M | 4.79% | 18,990 | Trimmed |
| 7 | XLI | SELECT SECTOR SPDR TR | $11.5M | 4.46% | 71,042 | Added |
| 8 | MBB | ISHARES TR | $11.0M | 4.26% | 115,779 | Trimmed |
| 9 | XLK | SELECT SECTOR SPDR TR | $9.5M | 3.70% | 71,746 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $5.7M | 2.21% | 32,659 | Trimmed |
| 11 | XLC | SELECT SECTOR SPDR TR | $5.4M | 2.09% | 48,688 | Added |
| 12 | AAPL | APPLE INC | $5.1M | 1.99% | 20,239 | Added |
| 13 | MSFT | MICROSOFT CORP | $5.0M | 1.95% | 13,601 | Trimmed |
| 14 | XLU | SELECT SECTOR SPDR TR | $4.0M | 1.54% | 86,634 | Added |
| 15 | GOOG | ALPHABET INC | $3.8M | 1.48% | 13,266 | Added |
| 16 | AMZN | AMAZON COM INC | $3.5M | 1.37% | 16,970 | Trimmed |
| 17 | AVGO | BROADCOM INC | $2.8M | 1.10% | 9,128 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $2.8M | 1.09% | 9,525 | Trimmed |
| 19 | XLP | SELECT SECTOR SPDR TR | $2.8M | 1.08% | 34,097 | Added |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $2.6M | 1.02% | 12,257 | Added |
| 21 | VUG | VANGUARD INDEX FDS | $2.6M | 1.01% | 5,973 | Added |
| 22 | PPH | VANECK ETF TRUST | $2.4M | 0.95% | 23,509 | Trimmed |
| 23 | SOXX | ISHARES TR | $2.4M | 0.95% | 7,438 | Added |
| 24 | XLY | SELECT SECTOR SPDR TR | $2.4M | 0.93% | 22,030 | Added |
| 25 | XLRE | SELECT SECTOR SPDR TR | $2.3M | 0.88% | 55,753 | Added |
Source: SEC Form 13F filings · as of 2026-03-31