AAFMAA Wealth Management & Trust LLC Diversified Active

Location: Fayetteville, NC

CIK: 0001846160 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 7, 2026

Total Value: $255M (100.0% shares, 0.0% debt)

Holdings (85)

LQD ISHARES TR 8.5%
Value $21.68M Shares 196,746 Est. Cost $110.19 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 8.1%
Value $20.6M Shares 258,316 Est. Cost $77.88 Unrealized
IEF ISHARES TR 7.1%
Value $18.14M Shares 188,637 Est. Cost $96.16 Unrealized
EFA ISHARE TR 6.1%
Value $15.62M Shares 162,689 Est. Cost $89.39 Unrealized
SPY SPDR S&P 500 ETF TR 6.0%
Value $15.35M Shares 22,504 Est. Cost $558.96 Unrealized
MBB ISHARES TR 4.4%
Value $11.28M Shares 118,489 Est. Cost $93.83 Unrealized
MSFT MICROSOFT CORP 2.9%
Value $7.394M Shares 15,289 Est. Cost $388.20 Unrealized +29.0%
XLK SELECT SECTOR SPDR TR 2.7%
Value $6.962M Shares 48,354 Est. Cost $174.15 Unrealized
XLF SELECT SECTOR SPDR TR 2.4%
Value $6.165M Shares 112,561 Est. Cost $49.41 Unrealized
NVDA NVIDIA CORPORATION 2.4%
Value $6.114M Shares 32,783 Est. Cost $108.38 Unrealized +71.7%
AAPL APPLE INC 2.1%
Value $5.284M Shares 19,438 Est. Cost $161.13 Unrealized +66.5%
AMZN AMAZON COM INC 2.0%
Value $5.209M Shares 22,566 Est. Cost $166.75 Unrealized +37.2%
AIQ GLOBAL X FDS 1.8%
Value $4.552M Shares 89,509 Est. Cost $39.15 Unrealized
AVGO BROADCOM INC 1.8%
Value $4.5M Shares 13,001 Est. Cost $166.51 Unrealized +114.4%
GOOG ALPHABET INC 1.6%
Value $4.088M Shares 13,026 Est. Cost $140.19 Unrealized +104.2%
LLY ELI LILLY & CO 1.3%
Value $3.422M Shares 3,184 Est. Cost $743.65 Unrealized +28.5%
XLC SELECT SECTOR SPDR TR 1.3%
Value $3.336M Shares 28,337 Est. Cost $98.64 Unrealized
PPH VANECK ETF TRUST 1.3%
Value $3.31M Shares 32,083 Est. Cost $93.05 Unrealized
IAU ISHARES GOLD TR 1.3%
Value $3.297M Shares 40,613 Est. Cost $81.17 Unrealized
XLU SELECT SECTOR SPDR TR 1.3%
Value $3.198M Shares 74,919 Est. Cost $60.29 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value $3.074M Shares 9,541 Est. Cost $309.53 Unrealized 0.0%
XHB SPDR SER TR 1.1%
Value $2.754M Shares 26,745 Est. Cost $104.62 Unrealized
XLY SELECT SECTOR SPDR TR 0.9%
Value $2.424M Shares 20,297 Est. Cost $158.17 Unrealized
XLP SELECT SECTOR SPDR TR 0.9%
Value $2.378M Shares 30,616 Est. Cost $80.64 Unrealized
VUG VANGUARD INDEX FDS 0.9%
Value $2.348M Shares 4,812 Est. Cost $412.24 Unrealized
XLI SELECT SECTOR SPDR TR 0.9%
Value $2.331M Shares 15,028 Est. Cost $130.24 Unrealized
WMT WALMART INC 0.9%
Value $2.322M Shares 20,843 Est. Cost $95.19 Unrealized +12.6%
VETZ TIDAL TRUST I 0.9%
Value $2.205M Shares 110,308 Est. Cost $19.99 Unrealized
V VISA INC 0.9%
Value $2.2M Shares 6,273 Est. Cost $226.12 Unrealized +50.5%
NFLX NETFLIX INC 0.9%
Value $2.194M Shares 23,395 Est. Cost $103.67 Unrealized +4.0%
NEE NEXTERA ENERGY INC 0.8%
Value $2.113M Shares 26,321 Est. Cost $68.49 Unrealized +20.5%
MA MASTERCARD INCORPORATED 0.8%
Value $2.072M Shares 3,630 Est. Cost $452.95 Unrealized +23.4%
PAVE GLOBAL X FDS 0.8%
Value $2.065M Shares 43,219 Est. Cost $37.92 Unrealized
COST COSTCO WHSL CORP NEW 0.8%
Value $2.046M Shares 2,373 Est. Cost $666.87 Unrealized +35.8%
MS MORGAN STANLEY 0.7%
Value $1.878M Shares 10,578 Est. Cost $131.35 Unrealized +26.7%
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value $1.845M Shares 8,393 Est. Cost $201.44 Unrealized
HACK AMPLIFY ETF TR 0.7%
Value $1.843M Shares 22,936 Est. Cost $71.80 Unrealized
ETR ENTERGY CORP NEW 0.7%
Value $1.843M Shares 19,943 Est. Cost $80.57 Unrealized +17.3%
BSX BOSTON SCIENTIFIC CORP 0.7%
Value $1.808M Shares 18,964 Est. Cost $63.03 Unrealized +55.6%
SYK STRYKER CORPORATION 0.7%
Value $1.801M Shares 5,125 Est. Cost $303.45 Unrealized +19.8%
SOXX ISHARES TR 0.7%
Value $1.795M Shares 5,961 Est. Cost $301.15 Unrealized
XLV SELECT SECTOR SPDR TR 0.7%
Value $1.712M Shares 11,058 Est. Cost $146.46 Unrealized
META META PLATFORMS INC 0.7%
Value $1.703M Shares 2,580 Est. Cost $648.11 Unrealized +3.0%
ABBV ABBVIE INC 0.6%
Value $1.622M Shares 7,098 Est. Cost $182.67 Unrealized +24.6%
CRM SALESFORCE INC 0.6%
Value $1.446M Shares 5,460 Est. Cost $248.24 Unrealized -0.0%
LIN LINDE PLC 0.6%
Value $1.445M Shares 3,389 Est. Cost $356.05 Unrealized +20.0%
ORLY OREILLY AUTOMOTIVE INC 0.6%
Value $1.439M Shares 15,780 Est. Cost $90.26 Unrealized +8.2%
NOW SERVICENOW INC 0.5%
Value $1.4M Shares 9,142 Est. Cost $163.39 Unrealized +5.0%
CAT CATERPILLAR INC 0.5%
Value $1.372M Shares 2,395 Est. Cost $195.96 Unrealized +183.5%
ETN EATON CORP PLC 0.5%
Value $1.369M Shares 4,297 Est. Cost $316.19 Unrealized +12.1%
HD HOME DEPOT INC 0.5%
Value $1.362M Shares 3,958 Est. Cost $289.03 Unrealized +26.1%
SPGI S&P GLOBAL INC 0.5%
Value $1.29M Shares 2,469 Est. Cost $437.60 Unrealized +12.9%
WM WASTE MGMT INC DEL 0.5%
Value $1.274M Shares 5,799 Est. Cost $229.00 Unrealized -7.2%
XLRE SELECT SECTOR SPDR TR 0.5%
Value $1.243M Shares 30,812 Est. Cost $41.86 Unrealized
FINX GLOBAL X FDS 0.5%
Value $1.19M Shares 40,442 Est. Cost $28.01 Unrealized
EXE EXPAND ENERGY CORPORATION 0.5%
Value $1.171M Shares 10,609 Est. Cost $83.91 Unrealized +31.9%
ANET ARISTA NETWORKS INC 0.4%
Value $1.135M Shares 8,665 Est. Cost $137.66 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.4%
Value $1.113M Shares 5,250 Est. Cost $151.48 Unrealized +41.7%
UNP UNION PAC CORP 0.4%
Value $1.074M Shares 4,644 Est. Cost $196.32 Unrealized +15.8%
LOW LOWES COS INC 0.4%
Value $986K Shares 4,087 Est. Cost $214.53 Unrealized +11.8%
PANW PALO ALTO NETWORKS INC 0.4%
Value $982K Shares 5,329 Est. Cost $163.32 Unrealized +23.5%
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value $979K Shares 2,089 Est. Cost $360.97 Unrealized +41.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value $970K Shares 5,991 Est. Cost $111.71 Unrealized +39.8%
NOBL PROSHARES TR 0.4%
Value $947K Shares 9,100 Est. Cost $90.48 Unrealized
CSX CSX CORP 0.4%
Value $936K Shares 25,821 Est. Cost $30.15 Unrealized +18.4%
NDAQ NASDAQ INC 0.4%
Value $934K Shares 9,611 Est. Cost $62.03 Unrealized +44.7%
DLR DIGITAL RLTY TR INC 0.3%
Value $767K Shares 4,960 Est. Cost $158.03 Unrealized +3.2%
EQIX EQUINIX INC 0.3%
Value $763K Shares 996 Est. Cost $786.79 Unrealized -0.7%
HPE HEWLETT PACKARD ENTERPRISE C 0.3%
Value $763K Shares 31,756 Est. Cost $23.44 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value $696K Shares 8,186 Est. Cost $68.53 Unrealized +27.6%
VRT VERTIV HOLDINGS CO 0.3%
Value $646K Shares 3,985 Est. Cost $173.58 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.2%
Value $621K Shares 4,931 Est. Cost $140.75 Unrealized 0.0%
XLB SELECT SECTOR SPDR TR 0.2%
Value $615K Shares 13,568 Est. Cost $59.92 Unrealized
IHI ISHARES TR 0.2%
Value $561K Shares 9,029 Est. Cost $58.03 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.2%
Value $499K Shares 6,773 Est. Cost $67.98 Unrealized 0.0%
SOCL GLOBAL X FDS 0.2%
Value $479K Shares 8,679 Est. Cost $55.21 Unrealized
IEI ISHARE TR 0.2%
Value $471K Shares 3,948 Est. Cost $119.10 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $378K Shares 1,275 Est. Cost $298.78 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value $376K Shares 1,230 Est. Cost $236.27 Unrealized +29.1%
AVY AVERY DENNISON CORP 0.1%
Value $325K Shares 1,789 Est. Cost $172.31 Unrealized 0.0%
VGT VANGUARD WORLD FD 0.1%
Value $302K Shares 401 Est. Cost $524.34 Unrealized
SMH VANECK ETF TRUST 0.1%
Value $278K Shares 772 Est. Cost $278.88 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value $252K Shares 8,850 Est. Cost $28.48 Unrealized
ALL ALLSTATE CORP 0.1%
Value $211K Shares 1,015 Est. Cost $204.09 Unrealized 0.0%
GE GE AEROSPACE 0.1%
Value $206K Shares 669 Est. Cost $300.80 Unrealized 0.0%