Aafmaa Wealth Management & Trust Llc Portfolio Shifts in Q2 2026

Aafmaa Wealth Management & Trust Llc's portfolio saw considerable activity in the second quarter of 2026. The firm demonstrated a strong inclination towards broadening its exposure to specific sectors through ETF purchases, particularly focusing on growth-oriented and fixed income vehicles.

Among the most significant additions were several Exchange Traded Funds (ETFs). Vanguard's VUG, known for its concentration in small-cap stocks, experienced a massive increase of 578.47% in weight during the quarter, making it one of the investor's notable new positions or significantly boosted holdings.

Furthermore, Aafmaa added two actively traded Technology ETFs: NOBL (ProShares Trust) and iOracle Corporation (ORCL). While the addition of NOBL was substantial, ORCL represented a smaller but still noteworthy new allocation at 0.17%.

The investor also continued to build positions in established ETFs that form core parts of its strategy. This included further increases in VCSH (Vanguard Scottsdale), LQD, and IEF. These holdings, already significant in the portfolio (allocations of 7.5%, 8.31%, and 6.94% respectively), saw continued growth through share increases.

Conversely, Aafmaa Wealth Management & Trust Llc made notable reductions or exits from certain holdings during Q2 2026. Salesforce Inc (CRM) saw its portfolio allocation decrease by a steep -71.19%, effectively exiting the position entirely.

Additionally, Dell Technologies Inc (DELL) was reduced significantly with an 86% drop in weight (-54.98%) during the quarter. The investor also trimmed its position in Microsoft Corp (MSFT) by -21.12%, indicating a strategic shift away from large-cap Technology stocks.

In summary, Aafmaa's Q2 2026 activity involved substantial growth in specific sector ETFs like VUG, additions to smaller caps and select Technology ETFs (NOBL, ORCL), and continued increases in core fixed income and broad market holdings. The quarter also saw significant exits from individual stocks (CRM) and large reductions in other Technology names (DELL, MSFT). For a complete view of Aafmaa's holdings and performance, please visit their institutional profile.