American Financial & Tax Strategies
American Financial & Tax Strategies reported 101 stocks worth $217M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are XSOE (5.2%), BNDX (5.1%) and VONG (4.5%). Compared with Q2 2026, the fund opened new positions in XOM, added to BNDX, VONG and SPYV, trimmed XSOE, MGK and SPYG and sold out of XOM and GE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  XSOE Wisdomtree TR | $11.3M | 5.2% | 241K | −2,850 (−1%) | 8 of 8 | |
| 2 |  BNDX Vanguard Total | $11M | 5.1% | 235K | +1,695 (+1%) | 8 of 8 | |
| 3 |  VONG Vanguard Russell 1000 | $9.9M | 4.5% | 76K | +834 (+1%) | 8 of 8 | |
| 4 |  SPYV State Street | $8.5M | 3.9% | 138K | +781 (+1%) | 8 of 8 | |
| 5 |  MGK Vanguard Mega Cap Growth | $7.5M | 3.4% | 81K | −3,976 (−5%) | 8 of 8 | |
| 6 |  COWZ Pacer Fds TR | $7.4M | 3.4% | 111K | +307 (+0%) | 8 of 8 | |
| 7 |  SPYG Spdr Series Trust | $6.7M | 3.1% | 54K | −264 (−0%) | 8 of 8 | |
| 8 |  QHY Wisdomtree TR | $6.6M | 3.0% | 149K | −224 (−0%) | 3 of 8 | |
| 9 |  COMB Graniteshares ETF TR | $6.1M | 2.8% | 218K | −1,443 (−1%) | 8 of 8 | |
| 10 |  SPLV Invesco S&P 500 Low Volatility ETF | $5.7M | 2.6% | 81K | −655 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →American Financial & Tax Strategies 13F FAQ
What does American Financial & Tax Strategies own?
American Financial & Tax Strategies reported 101 stocks worth $217M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are XSOE (5.2%), BNDX (5.1%) and VONG (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did American Financial & Tax Strategies buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 16 added to, 34 trimmed and 2 sold out. New positions include XOM. It sold all of XOM and GE.
When will American Financial & Tax Strategies file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is American Financial & Tax Strategies's portfolio worth?
The Q3 2026 filing reports $217M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.