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AMERICAN FINANCIAL & TAX STRATEGIES INC
hedge fundUpdated 3 days agoManaged by American Financial & Tax Strategies Inc • Latest filing Q3 2026
Portfolio value
$217.2M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $200.4M |
| Q4 2025 | $200.7M |
| Q1 2026 | $205.8M |
| Q2 2026 | $221.3M |
| Q3 2026 | $217.2M |
Top holdings
101 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $11.3M | 240.9K | 5.19% | — | |
| 2 | $11M | 235.4K | 5.08% | — | |
| 3 | $9.9M | 76.5K | 4.54% | — | |
| 4 | $8.5M | 138.3K | 3.89% | — | |
| 5 | $7.5M | 80.6K | 3.44% | — | |
| 6 | $7.4M | 110.5K | 3.40% | — | |
| 7 | $6.7M | 54.4K | 3.08% | — | |
| 8 | ? N/A WISDOMTREE TR | $6.6M | 148.9K | 3.03% | — |
| 9 | ? N/A GRANITESHARES ETF TR | $6.1M | 218.2K | 2.80% | — |
| 10 | $5.7M | 80.8K | 2.62% | — | |
| 11 | ? N/A FIDELITY COVINGTON TRUST | $5.4M | 199.0K | 2.49% | — |
| 12 | $5.3M | 111.7K | 2.44% | — | |
| 13 | ? N/A ISHARES TR | $4.9M | 41.5K | 2.24% | — |
| 14 | $4.7M | 50.0K | 2.17% | — | |
| 15 | $4.7M | 167.2K | 2.15% | — | |
| 16 | $4.6M | 73.6K | 2.14% | — | |
| 17 | $4.1M | 58.5K | 1.89% | — | |
| 18 | $3.9M | 73.3K | 1.81% | — | |
| 19 | $3.9M | 92.1K | 1.78% | — | |
| 20 | $3.6M | 109.5K | 1.68% | — |