AAFMAA Wealth Management & Trust LLC
•CIK: 1846160•Filing: Q4 2025
**AAFMAA Wealth Management & Trust LLC** manages $255M across a diversified portfolio of 85 positions. The strategy shows significant allocation to fixed income and broad market exposure, notably holding LQD at $21.7M and VCSH at $20.6M. Core equity anchors include IEF ($18.1M) and EFA ($15.6M), supplemented by major tech and sector plays such as MSFT ($7.4M) and XLK ($7.0M). This structure suggests a balanced approach combining fixed income stability with targeted growth exposure.
Total AUM
$255.1M
QoQ Performance
+1.2%
Positions
67
Top 10 Concentration
50.7%
Latest Filing
Q4 2025
Top Holdings Allocation
LQD
VCSH
IEF
EFA
SPY
LQD8.5%
VCSH8.1%
IEF7.1%
EFA6.1%
SPY6.0%
MBB4.4%
MSFT2.9%
XLK2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.6%
Technology12.1%
ETF6.0%
Consumer4.8%
Financial2.9%
Healthcare2.0%
Industrial1.0%
Communication0.9%
🚪 Exited Positionssold since Q3 2025
+9 more exited positions
Changes from Q3 2025
NEW17 new positions
↑31 increased
↓33 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023