Long-term investor

Aafmaa Wealth Management & Trust LLC @aafmaawealthmanagementtr

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846160).

Record

  • Tracked since 2025-06-30 (431 days), 94 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.2% · 6 months +2.7% · 1 year +6.8% · all +6.8%
  • Max drawdown -4.2% · Sharpe 0.16 · win rate 38% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287242 · 8.3% · long · since 2025-12-31
  • 92206C409 · 7.5% · long · since 2025-06-30
  • 464287440 · 6.9% · long · since 2025-12-31
  • 464287465 · 5.9% · long · since 2025-06-30
  • 81369Y605 · 5.5% · long · since 2025-06-30
  • MDY · 5.2% · long · since 2025-06-30
  • 81369Y704 · 4.9% · long · since 2025-06-30
  • 81369Y803 · 4.8% · long · since 2025-06-30
  • 464288588 · 4.1% · long · since 2025-06-30
  • NVDA · 2.2% · long · since 2025-06-30
  • AAPL · 1.9% · long · since 2025-06-30
  • 81369Y852 · 1.9% · long · since 2025-06-30

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