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 (472 days), 110 trades recorded
- Returns: week n/a · month n/a · 90 days +0.9% · 6 months +6.6% · 1 year n/a · all +3.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 9.8% · long · since 2025-09-30
- 464287242 · 8.3% · long · since 2025-12-31
- 92206C409 · 7.6% · long · since 2025-09-30
- 464287440 · 6.9% · long · since 2025-12-31
- 464287465 · 6.0% · long · since 2025-09-30
- 81369Y605 · 5.6% · long · since 2025-09-30
- 81369Y803 · 5.0% · long · since 2025-09-30
- 464288588 · 4.1% · long · since 2025-09-30
- 81369Y704 · 3.0% · long · since 2025-09-30
- NVDA · 2.5% · long · since 2025-09-30
- AAPL · 2.2% · long · since 2025-09-30
- 81369Y852 · 2.0% · long · since 2025-09-30