American Institute for Advanced Investment Management
American Institute for Advanced Investment Management reported 159 stocks worth $173M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are IWF (7.2%), IWD (4.4%) and SPY (4.0%). Compared with Q1 2026, the fund opened new positions in FXZ, MU and IGLD, added to IWF, MINT and MSFT, trimmed IWD, SPY and AAPL and sold out of SHEL and BUI-R.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWF Ishares TR | $12.5M | 7.2% | 100K | +75K (+298%) | 8 of 8 | |
| 2 |  IWD Ishares TR | $7.6M | 4.4% | 31K | −321 (−1%) | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $6.9M | 4.0% | 9,263 | −249 (−3%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $5.7M | 3.3% | 20K | −170 (−1%) | 8 of 8 | |
| 5 |  MINT Pimco ETF TR | $3.7M | 2.1% | 37K | +230 (+1%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $3.5M | 2.0% | 9,309 | +10 (+0%) | 8 of 8 | |
| 7 |  IWM Ishares TR | $3.3M | 1.9% | 11K | −65 (−1%) | 8 of 8 | |
| 8 |  VUG Vanguard Index Fds | $3.1M | 1.8% | 36K | +30K (+501%) | 8 of 8 | |
| 9 |  VTI Vanguard Total Stock Market ETF | $3M | 1.7% | 8,144 | +58 (+1%) | 8 of 8 | |
| 10 |  VTV Vanguard Index Fds | $2.8M | 1.6% | 13K | +58 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 22, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →American Institute for Advanced Investment Management 13F FAQ
What does American Institute for Advanced Investment Management own?
American Institute for Advanced Investment Management reported 159 stocks worth $173M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are IWF (7.2%), IWD (4.4%) and SPY (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did American Institute for Advanced Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 44 added to, 61 trimmed and 3 sold out. New positions include FXZ, MU and IGLD. It sold all of SHEL and BUI-R.
When will American Institute for Advanced Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is American Institute for Advanced Investment Management's portfolio worth?
The Q2 2026 filing reports $173M 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.