AAFMAA Wealth Management & Trust LLC Diversified Active

Location: Fayetteville, NC

CIK: 0001846160 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 8, 2026

Total Value: $258M (100.0% shares, 0.0% debt)

Holdings (96)

LQD ISHARES TR 8.5%
Value $21.96M Shares 201,481 Est. Cost $110.16 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 7.7%
Value $19.9M Shares 251,044 Est. Cost $77.88 Unrealized
IEF ISHARES TR 7.1%
Value $18.25M Shares 191,257 Est. Cost $96.15 Unrealized
EFA ISHARE TR 6.1%
Value $15.84M Shares 163,047 Est. Cost $89.39 Unrealized
XLF SELECT SECTOR SPDR TR 5.3%
Value $13.61M Shares 275,674 Est. Cost $49.38 Unrealized
SPY SPDR S&P 500 ETF TR 4.8%
Value $12.35M Shares 18,990 Est. Cost $558.96 Unrealized
XLI SELECT SECTOR SPDR TR 4.5%
Value $11.49M Shares 71,042 Est. Cost $155.07 Unrealized
MBB ISHARES TR 4.3%
Value $10.99M Shares 115,779 Est. Cost $93.83 Unrealized
XLK SELECT SECTOR SPDR TR 3.7%
Value $9.535M Shares 71,746 Est. Cost $160.70 Unrealized
NVDA NVIDIA CORPORATION 2.2%
Value $5.696M Shares 32,659 Est. Cost $108.38 Unrealized +72.2%
XLC SELECT SECTOR SPDR TR 2.1%
Value $5.398M Shares 48,688 Est. Cost $103.75 Unrealized
AAPL APPLE INC 2.0%
Value $5.136M Shares 20,239 Est. Cost $165.15 Unrealized +59.1%
MSFT MICROSOFT CORP 2.0%
Value $5.035M Shares 13,601 Est. Cost $388.20 Unrealized +12.0%
XLU SELECT SECTOR SPDR TR 1.5%
Value $3.976M Shares 86,634 Est. Cost $58.34 Unrealized
GOOG ALPHABET INC 1.5%
Value $3.805M Shares 13,266 Est. Cost $143.51 Unrealized +125.5%
AMZN AMAZON COM INC 1.4%
Value $3.534M Shares 16,970 Est. Cost $166.75 Unrealized +36.0%
AVGO BROADCOM INC 1.1%
Value $2.825M Shares 9,128 Est. Cost $166.51 Unrealized +100.7%
JPM JPMORGAN CHASE & CO 1.1%
Value $2.802M Shares 9,525 Est. Cost $309.53 Unrealized +0.6%
XLP SELECT SECTOR SPDR TR 1.1%
Value $2.795M Shares 34,097 Est. Cost $80.78 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.0%
Value $2.636M Shares 12,257 Est. Cost $205.73 Unrealized
VUG VANGUARD INDEX FDS 1.0%
Value $2.609M Shares 5,973 Est. Cost $417.01 Unrealized
SOXX ISHARES TR 0.9%
Value $2.445M Shares 7,438 Est. Cost $306.61 Unrealized
PPH VANECK ETF TRUST 0.9%
Value $2.442M Shares 23,509 Est. Cost $93.05 Unrealized
XLY SELECT SECTOR SPDR TR 0.9%
Value $2.401M Shares 22,030 Est. Cost $154.30 Unrealized
XLRE SELECT SECTOR SPDR TR 0.9%
Value $2.276M Shares 55,753 Est. Cost $41.40 Unrealized
VETZ TIDAL TRUST I 0.9%
Value $2.239M Shares 112,134 Est. Cost $19.99 Unrealized
HACK AMPLIFY ETF TR 0.8%
Value $2.174M Shares 28,948 Est. Cost $72.48 Unrealized
ETR ENTERGY CORP NEW 0.8%
Value $2.166M Shares 19,274 Est. Cost $80.57 Unrealized +20.9%
V VISA INC 0.7%
Value $1.829M Shares 6,051 Est. Cost $226.12 Unrealized +45.6%
SYK STRYKER CORPORATION 0.7%
Value $1.828M Shares 5,564 Est. Cost $308.28 Unrealized +18.3%
MS MORGAN STANLEY 0.7%
Value $1.714M Shares 10,416 Est. Cost $131.35 Unrealized +36.8%
COST COSTCO WHSL CORP NEW 0.7%
Value $1.691M Shares 1,697 Est. Cost $666.87 Unrealized +44.5%
LLY ELI LILLY & CO 0.6%
Value $1.673M Shares 1,819 Est. Cost $743.65 Unrealized +40.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $1.657M Shares 3,458 Est. Cost $493.47 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.6%
Value $1.631M Shares 9,614 Est. Cost $138.74 Unrealized 0.0%
CAT CATERPILLAR INC 0.6%
Value $1.617M Shares 2,282 Est. Cost $195.96 Unrealized +249.3%
LIN LINDE PLC 0.6%
Value $1.614M Shares 3,255 Est. Cost $356.05 Unrealized +29.2%
WMT WALMART INC 0.6%
Value $1.589M Shares 12,783 Est. Cost $95.19 Unrealized +28.2%
MA MASTERCARD INCORPORATED 0.6%
Value $1.541M Shares 3,085 Est. Cost $452.95 Unrealized +19.0%
ABBV ABBVIE INC 0.6%
Value $1.528M Shares 7,027 Est. Cost $182.67 Unrealized +21.8%
NEE NEXTERA ENERGY INC 0.6%
Value $1.525M Shares 16,424 Est. Cost $68.49 Unrealized +27.3%
XLV SELECT SECTOR SPDR TR 0.6%
Value $1.524M Shares 10,397 Est. Cost $146.46 Unrealized
META META PLATFORMS INC 0.6%
Value $1.494M Shares 2,611 Est. Cost $648.20 Unrealized +1.1%
ETN EATON CORP PLC 0.6%
Value $1.49M Shares 4,167 Est. Cost $316.19 Unrealized +11.8%
HD HOME DEPOT INC 0.5%
Value $1.414M Shares 4,298 Est. Cost $295.99 Unrealized +27.4%
TSLA TESLA INC 0.5%
Value $1.394M Shares 3,751 Est. Cost $425.98 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.5%
Value $1.29M Shares 13,974 Est. Cost $90.26 Unrealized +5.2%
WM WASTE MGMT INC DEL 0.5%
Value $1.202M Shares 5,231 Est. Cost $229.00 Unrealized -1.3%
XLE SELECT SECTOR SPDR TR 0.5%
Value $1.199M Shares 19,567 Est. Cost $61.26 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.5%
Value $1.168M Shares 18,615 Est. Cost $63.03 Unrealized +36.2%
RSG REPUBLIC SVCS INC 0.4%
Value $1.101M Shares 5,025 Est. Cost $151.48 Unrealized +43.0%
UNP UNION PAC CORP 0.4%
Value $1.097M Shares 4,522 Est. Cost $196.32 Unrealized +23.9%
CSX CSX CORP 0.4%
Value $1.086M Shares 26,462 Est. Cost $30.35 Unrealized +26.9%
SOCL GLOBAL X FDS 0.4%
Value $1.048M Shares 24,193 Est. Cost $47.57 Unrealized
SPGI S&P GLOBAL INC 0.4%
Value $1.042M Shares 2,449 Est. Cost $437.60 Unrealized +10.9%
XHB SPDR SER TR 0.4%
Value $1.034M Shares 10,475 Est. Cost $104.62 Unrealized
NFLX NETFLIX INC 0.4%
Value $1.021M Shares 10,615 Est. Cost $103.67 Unrealized -19.1%
LOW LOWES COS INC 0.4%
Value $1.011M Shares 4,277 Est. Cost $217.06 Unrealized +25.1%
CRM SALESFORCE INC 0.4%
Value $970K Shares 5,197 Est. Cost $248.24 Unrealized -13.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value $911K Shares 5,791 Est. Cost $111.71 Unrealized +47.7%
EQIX EQUINIX INC 0.4%
Value $909K Shares 927 Est. Cost $786.79 Unrealized -2.9%
NOBL PROSHARES TR 0.3%
Value $890K Shares 8,400 Est. Cost $90.48 Unrealized
EXE EXPAND ENERGY CORPORATION 0.3%
Value $887K Shares 8,080 Est. Cost $83.91 Unrealized +26.1%
DELL DELL TECHNOLOGIES INC 0.3%
Value $887K Shares 5,404 Est. Cost $138.85 Unrealized -14.3%
DLR DIGITAL RLTY TR INC 0.3%
Value $873K Shares 4,845 Est. Cost $158.03 Unrealized -1.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.3%
Value $835K Shares 35,083 Est. Cost $23.31 Unrealized -5.3%
NDAQ NASDAQ INC 0.3%
Value $800K Shares 9,429 Est. Cost $62.03 Unrealized +47.9%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $701K Shares 2,591 Est. Cost $308.69 Unrealized 0.0%
NOW SERVICENOW INC 0.3%
Value $681K Shares 6,511 Est. Cost $163.39 Unrealized -25.8%
AIQ GLOBAL X FDS 0.2%
Value $608K Shares 13,022 Est. Cost $39.15 Unrealized
IHI ISHARES TR 0.2%
Value $588K Shares 11,024 Est. Cost $57.18 Unrealized
ANET ARISTA NETWORKS INC 0.2%
Value $573K Shares 4,664 Est. Cost $137.66 Unrealized -1.9%
MU MICRON TECHNOLOGY INC 0.2%
Value $515K Shares 1,525 Est. Cost $387.04 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.2%
Value $506K Shares 2,448 Est. Cost $171.87 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $482K Shares 980 Est. Cost $574.61 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.2%
Value $480K Shares 1,914 Est. Cost $173.58 Unrealized +15.1%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $474K Shares 2,331 Est. Cost $221.70 Unrealized 0.0%
BNS BANK NOVA SCOTIA HALIFAX 0.2%
Value $469K Shares 6,773 Est. Cost $67.98 Unrealized +10.2%
INTC INTEL CORP 0.2%
Value $435K Shares 9,858 Est. Cost $46.43 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $431K Shares 1,104 Est. Cost $360.97 Unrealized +19.4%
MCD MCDONALDS CORP 0.1%
Value $382K Shares 1,230 Est. Cost $236.27 Unrealized +34.3%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value $358K Shares 6,687 Est. Cost $59.98 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.1%
Value $342K Shares 1,601 Est. Cost $225.94 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $312K Shares 1,289 Est. Cost $298.62 Unrealized -4.9%
AVY AVERY DENNISON CORP 0.1%
Value $309K Shares 1,789 Est. Cost $172.31 Unrealized +9.8%
IAU ISHARES GOLD TR 0.1%
Value $305K Shares 3,462 Est. Cost $81.17 Unrealized
SMH VANECK ETF TRUST 0.1%
Value $296K Shares 772 Est. Cost $278.88 Unrealized
KGC KINROSS GOLD CORP 0.1%
Value $287K Shares 9,413 Est. Cost $33.79 Unrealized 0.0%
WMB WILLIAMS COS INC 0.1%
Value $283K Shares 3,883 Est. Cost $66.35 Unrealized 0.0%
MOS MOSAIC CO 0.1%
Value $262K Shares 10,292 Est. Cost $27.87 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 0.1%
Value $257K Shares 8,850 Est. Cost $28.48 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value $253K Shares 363 Est. Cost $524.34 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $233K Shares 1,590 Est. Cost $154.17 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value $210K Shares 1,015 Est. Cost $204.09 Unrealized -0.6%
D DOMINION ENERGY INC 0.1%
Value $208K Shares 3,360 Est. Cost $61.62 Unrealized 0.0%
T AT&T INC 0.1%
Value $202K Shares 6,985 Est. Cost $25.75 Unrealized 0.0%