AAFMAA Wealth Management & Trust LLC - Portfolio overview

AAFMAA Wealth Management & Trust LLC has 112 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IEF - ISHARES TR, 8.79%
2. IEI - ISHARE TR, 7.94%
3. XLF - SELECT SECTOR SPDR TR, 6.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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