Fund HoldingsAAFMAA Wealth Management & Trust LLC

Total Portfolio Value
$286.50M
Total Bought
$28.11M
Total Sold
$16.63M
Net Transaction
+$11.49M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
71,74672,597+8519,53513,8314.83%+4,296
ISHARES TR7,4387,739+3012,4454,9591.73%+2,514
SELECT SECTOR SPDR TR
ST STR INDL ETF
71,04275,461+4,41911,49013,9784.88%+2,488
SPDR S&P 500 ETF TR(SPY)019,784+19,784014,7745.16%+14,774
SELECT SECTOR SPDR TR
ST STR FINL ETF
275,674291,796+16,12213,61015,6435.46%+2,033
ISHARES TR201,481218,278+16,79721,95923,8088.31%+1,848
ISHARES TR191,257210,322+19,06518,25419,8906.94%+1,637
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
251,044272,006+20,96219,90021,4977.50%+1,596
MICRON TECHNOLOGY INC(MU)1,5251,450-755151,6740.58%+1,159
AMPLIFY ETF TR28,94831,270+2,3222,1743,2811.15%+1,107
ISHARE TR163,047163,088+4115,83716,9425.91%+1,105
VANGUARD INDEX FDS5,97340,525+34,5522,6093,4911.22%+882
INTEL CORP(INTC)9,8588,643-1,2154351,2070.42%+772
VANGUARD SPECIALIZED FUNDS12,25714,374+2,1172,6363,4011.19%+765
ADVANCED MICRO DEVICES INC(AMD)2,3312,079-2524741,2080.42%+734
ALPHABET INC(GOOG)13,26612,820-4463,8054,5301.58%+724
ISHARES TR115,779123,856+8,07710,99311,7074.09%+714
NVIDIA CORPORATION(NVDA)32,65931,996-6635,6966,4022.23%+706
CATERPILLAR INC(CAT)2,2822,106-1761,6172,2430.78%+626
HEWLETT PACKARD ENTERPRISE C(HPE)35,08332,335-2,7488351,4590.51%+623
ORACLE CORP(ORCL)03,299+3,29904830.17%+483
APPLE INC(AAPL)20,23919,115-1,1245,1365,5311.93%+395
UNITEDHEALTH GROUP INC(UNH)2,5912,585-67011,0740.38%+373
MORGAN STANLEY(MS)10,4169,717-6991,7142,0310.71%+317
SELECT SECTOR SPDR TR
ST STR DISCR ETF
22,03023,155+1,1252,4012,7160.95%+315
SELECT SECTOR SPDR TR
ST STR REAL ETF
55,75358,763+3,0102,2762,5870.90%+311
BROADCOM INC(AVGO)9,1288,293-8352,8253,1331.09%+307
TESLA INC(TSLA)3,7513,975+2241,3941,6720.58%+277
LAM RESEARCH CORP(LRCX)1,6011,411-1903426110.21%+269
VANECK ETF TRUST
PHARMACEUTCL ETF
23,50924,721+1,2122,4422,7030.94%+261
CROWDSTRIKE HLDGS INC(CRWD)1,104899-2054316860.24%+255
I SHARES TR0339+33902540.09%+254
ELI LILLY & CO(LLY)1,8191,604-2151,6731,9240.67%+251
GE AEROSPACE(GE)0669+66902500.09%+250
TRANSFORCE INC(TFII)01,523+1,52302190.08%+219
VANECK ETF TRUST
SEMICONDUCTR ETF
77277202965060.18%+210
SELECT SECTOR SPDR TR
ST STR CARE ETF
10,39710,915+5181,5241,7320.60%+207
GE VERNOVA INC(GEV)0176+17602070.07%+207
SELECT SECTOR SPDR TR
ST STR STAPL ETF
34,09736,056+1,9592,7952,9951.05%+200
SPDR SER TR
ST STR SP HOME
10,47510,659+1841,0341,2320.43%+198
AMAZON COM INC(AMZN)16,97015,595-1,3753,5343,7171.30%+183
SELECT SECTOR SPDR TR
ST STR UTIL ETF
86,63491,529+4,8953,9764,1501.45%+174
EATON CORP PLC(ETN)4,1673,895-2721,4901,6600.58%+169
DELL TECHNOLOGIES INC(DELL)5,4042,433-2,9718871,0500.37%+163
GLOBAL X FDS
ARTIFICIAL ETF
011,697+11,69707670.27%+767
SELECT SECTOR SPDR TR
ST STR SVC ETF
48,68851,607+2,9195,3985,5291.93%+131
ABBVIE INC(ABBV)7,0276,582-4451,5281,6560.58%+128
BANK NOVA SCOTIA HALIFAX6,7736,77304695880.21%+119
ARISTA NETWORKS INC(ANET)4,6644,041-6235736860.24%+114
TIDAL TRUST I112,134118,799+6,6652,2392,3500.82%+111
JPMORGAN CHASE & CO(JPM)9,5258,898-6272,8022,9131.02%+111
SKYWORKS SOLUTIONS INC(SWKS)6,6876,899+2123584680.16%+110
VISA INC(V)6,0515,638-4131,8291,9340.68%+105
PALANTIR TECHNOLOGIES INC(PLTR)1,5902,881+1,2912333360.12%+104
VANGUARD WORLD FD
INF TECH ETF
3632,904+2,5412533470.12%+94
META PLATFORMS INC(META)2,6112,813+2021,4941,5850.55%+91
BERKSHIRE HATHAWAY INC DEL3,4583,466+81,6571,7340.61%+77
CSX CORP(CSX)26,46224,344-2,1181,0861,1570.40%+71
VERTIV HOLDINGS CO(VRT)1,9141,641-2734805490.19%+70
GLOBAL X FDS24,19325,421+1,2281,0481,1140.39%+66
SCHWAB STRATEGIC TR8,8508,85002573200.11%+62
PROSHARES TR
S&P 500 DV ARIST
8,40016,800+8,4008909430.33%+53
EQUINIX INC(EQIX)927918-99099570.33%+48
INTERNATIONAL BUSINESS MACHS(IBM)1,2891,275-143123590.13%+46
UNION PAC CORP(UNP)4,5224,165-3571,0971,1330.40%+36
ALLSTATE CORP(ALL)1,0151,01502102420.08%+31
DOMINION ENERGY INC(D)3,3603,36002082290.08%+22
ISHARES TR11,02412,186+1,1625886020.21%+14
WILLIAMS COS INC(WMB)3,8833,950+672832940.10%+11
THERMO FISHER SCIENTIFIC INC(TMO)980943-374824730.17%-9
AVERY DENNISON CORP1,7891,78903092900.10%-18
HOME DEPOT INC(HD)4,2983,923-3751,4141,3840.48%-30
LINDE PLC(LIN)3,2553,022-2331,6141,5680.55%-45
MCDONALDS CORP(MCD)1,2301,23003823320.12%-50
DIGITAL RLTY TR INC(DLR)4,8454,441-4048737980.28%-76
SELECT SECTOR SPDR TR
ST STR ENERG ETF
19,56721,046+1,4791,1991,1180.39%-81
CHEVRON CORP NEW(CVX)2,4482,513+655064170.15%-90
MASTERCARD INCORPORATED(MA)3,0852,819-2661,5411,4480.51%-94
ENTERGY CORP NEW(ETR)19,27417,951-1,3232,1662,0620.72%-104
NASDAQ INC(NDAQ)9,4298,654-7758006820.24%-118
OREILLY AUTOMOTIVE INC(ORLY)13,97412,674-1,3001,2901,1670.41%-123
REPUBLIC SVCS INC(RSG)5,0254,580-4451,1019760.34%-125
S&P GLOBAL INC(SPGI)2,4492,233-2161,0429090.32%-132
WASTE MGMT INC DEL(WM)5,2314,756-4751,2021,0600.37%-142
LOWES COS INC(LOW)4,2773,866-4111,0118520.30%-158
STRYKER CORPORATION(SYK)5,5645,199-3651,8281,6370.57%-191
AT&T INC(T)6,9850-6,9852020-202
EXPAND ENERGY CORPORATION(EXE)8,0807,420-6608876770.24%-210
INTERCONTINENTAL EXCHANGE IN(ICE)5,7915,328-4639116560.23%-255
MOSAIC CO(MOS)10,2920-10,2922620-262
WALMART INC(WMT)12,78311,550-1,2331,5891,3080.46%-281
KINROSS GOLD CORP(KGC)9,4130-9,4132870-287
COSTCO WHSL CORP NEW(COST)1,6971,492-2051,6911,3960.49%-295
NEXTERA ENERGY INC(NEE)16,42414,012-2,4121,5251,2300.43%-296
ISHARES GOLD TR(IAU)000000
EXXON MOBIL CORP9,6149,630+161,6311,3170.46%-314
NETFLIX INC(NFLX)10,6159,329-1,2861,0216660.23%-355
SERVICENOW INC(NOW)6,5110-6,5116810-681
SALESFORCE INC(CRM)5,1971,497-3,7009702350.08%-736
MICROSOFT CORP(MSFT)13,60110,728-2,8735,0354,0021.40%-1,033
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