AAFMAA Wealth Management & Trust LLC
All 13F Filings
- Location
- Fayetteville, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 286,496
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 95 | 286,496 | 13F-HR | AAFMAA Wealth Management & Trust LLC |
| Q1 2026 | 4/8/2026 | 96 | 257,776 | 13F-HR | AAFMAA Wealth Management & Trust LLC |
| Q4 2025 | 1/7/2026 | 85 | 255,140 | 13F-HR | AAFMAA Wealth Management & Trust LLC |
| Q3 2025 | 10/30/2025 | 82 | 252,059 | 13F-HR | AAFMAA Wealth Management & Trust LLC |
| Q2 2025 | 7/16/2025 | 82 | 241,880 | 13F-HR | AAFMAA Wealth Management & Trust LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 89.68 K | 31.3% | 2.991 K | 0 | 2.991 K |
| ETFs | 196.8 K | 68.7% | 25.74 K | 0 | 25.74 K |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
286,496
Holdings
95
QoQ value change ($000)
28,720
(11.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.