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Daniel McLaughlin

Aafmaa Wealth Management & Trust Llc

Assets Managed
$286.496M
Holdings
95
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
11.15%(2Q avg: 6.09%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Aafmaa Wealth Management & Trust Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Aafmaa Wealth Management & Trust Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 286.496M in assets, with a quarterly growth rate of 11.15% and a 2-quarter average growth rate of 6.09%. The portfolio is managed by Daniel McLaughlin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 8.34%
8.31%
$23.808M
218,278 shares@ $109.08 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 8.35%
7.51%
$21.497M
272,006 shares@ $79.03 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 9.97%
6.95%
$19.89M
210,322 shares@ $94.57 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 0.03%
5.92%
$16.942M
163,088 shares@ $103.89 avg price
XLF
Financial Select Sector Spdr
Recent Activity
Increased 5.85%
5.47%
$15.643M
291,796 shares@ $53.61 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 4.19%
5.16%
$14.774M
19,784 shares@ $746.78 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
Increased 6.23%
4.88%
$13.978M
75,461 shares@ $185.23 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 1.19%
4.83%
$13.831M
72,597 shares@ $190.53 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 6.98%
4.09%
$11.707M
123,856 shares@ $94.52 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.03%
2.24%
$6.402M
31,996 shares@ $200.1 avg price

1-10 of 95