American Institute for Advanced Investment Management, LLP 13F Holdings · Q2 2026
American Institute for Advanced Investment Management, LLP reported 159 securities worth $173.06M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IWF (7.21%), IWD (4.37%), SPY (4.00%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $12.5M | 7.21% | 100,432 | Added |
| 2 | IWD | ISHARES TR | $7.6M | 4.37% | 31,216 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $6.9M | 4.00% | 9,263 | Trimmed |
| 4 | AAPL | APPLE INC | $5.7M | 3.27% | 19,550 | Trimmed |
| 5 | MINT | PIMCO ETF TR | $3.7M | 2.15% | 36,958 | Added |
| 6 | MSFT | MICROSOFT CORP | $3.5M | 2.01% | 9,309 | Added |
| 7 | IWM | ISHARES TR | $3.3M | 1.89% | 10,912 | Trimmed |
| 8 | VUG | VANGUARD INDEX FDS | $3.1M | 1.78% | 35,664 | Added |
| 9 | VTI | VANGUARD INDEX FDS | $3.0M | 1.74% | 8,144 | Added |
| 10 | VTV | VANGUARD INDEX FDS | $2.8M | 1.64% | 13,003 | Added |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $2.8M | 1.60% | 11,666 | Trimmed |
| 12 | SMH | VANECK ETF TRUST | $2.7M | 1.54% | 4,067 | Added |
| 13 | PPA | INVESCO EXCHANGE TRADED FD T | $2.7M | 1.53% | 15,034 | Added |
| 14 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.6M | 1.50% | 3,696 | Trimmed |
| 15 | GRID | FIRST TR EXCHANGE-TRADED FD | $2.5M | 1.46% | 17,675 | Added |
| 16 | AMZN | AMAZON COM INC | $2.4M | 1.40% | 10,154 | Trimmed |
| 17 | PAVE | GLOBAL X FDS | $2.4M | 1.39% | 40,759 | Added |
| 18 | GLD | SPDR GOLD TR | $2.3M | 1.31% | 6,167 | Trimmed |
| 19 | JHSC | JOHN HANCOCK EXCHANGE TRADED | $2.3M | 1.31% | 46,686 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $2.1M | 1.23% | 10,654 | Trimmed |
| 21 | BIL | SPDR SERIES TRUST | $2.1M | 1.22% | 23,025 | Trimmed |
| 22 | VGT | VANGUARD WORLD FD | $2.1M | 1.20% | 17,408 | Added |
| 23 | AIQ | GLOBAL X FDS | $2.0M | 1.18% | 31,042 | Added |
| 24 | NLR | VANECK ETF TRUST | $2.0M | 1.17% | 17,428 | Added |
| 25 | ABBV | ABBVIE INC | $1.8M | 1.05% | 7,204 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR