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American Institute for Advanced Investment Management, LLP

Updated 2 days ago

Managed by American Institute For Advanced Investment Management, Llp • Latest filing Q3 2026

Portfolio value
$172.8M
Q3 2026
Filings
4
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 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$155.6M
Q1 2026$154.3M
Q2 2026$173.1M
Q3 2026$172.8M

Top holdings

158 positions as of Q3 2026

View filing
E

ISHARES TR

Value
$12.2M
Shares
97.2K
% Port
7.05%
E

ISHARES TR

Value
$7.5M
Shares
30.1K
% Port
4.32%
S

STATE STR SPDR S&P 500 ETF T

Value
$6.8M
Shares
8.9K
% Port
3.93%
A

APPLE INC

Value
$6.4M
Shares
19.3K
% Port
3.72%
M

MICROSOFT CORP

Value
$4.8M
Shares
9.3K
% Port
2.75%
P

PIMCO ETF TR

Value
$3.8M
Shares
37.9K
% Port
2.20%
V

VANGUARD INDEX FDS

Value
$3.2M
Shares
35.2K
% Port
1.84%
V

VANGUARD INDEX FDS

Value
$2.9M
Shares
7.7K
% Port
1.67%
E

ISHARES TR

Value
$2.8M
Shares
10.2K
% Port
1.64%
V

VANGUARD INDEX FDS

Value
$2.8M
Shares
12.9K
% Port
1.62%
B

VANGUARD SPECIALIZED FUNDS

Value
$2.7M
Shares
11.4K
% Port
1.53%
H

VANECK ETF TRUST

Value
$2.6M
Shares
4.3K
% Port
1.53%
A

AMAZON COM INC

Value
$2.5M
Shares
10.0K
% Port
1.45%
N

NVIDIA CORPORATION

Value
$2.5M
Shares
10.9K
% Port
1.44%
I

INVESCO EXCHANGE TRADED FD T

Value
$2.4M
Shares
15.4K
% Port
1.38%
F

FIRST TR EXCHANGE-TRADED FD

Value
$2.3M
Shares
17.8K
% Port
1.36%
M

STATE STR SPDR S&P MIDCAP 40

Value
$2.3M
Shares
3.5K
% Port
1.34%
V

VANGUARD WORLD FD

Value
$2.2M
Shares
17.7K
% Port
1.29%
G

SPDR GOLD TR

Value
$2.2M
Shares
5.8K
% Port
1.28%
?
20.N/A

GLOBAL X FDS

Value
$2.2M
Shares
41.0K
% Port
1.24%

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American Institute for Advanced Investment Management, LLP (American Institute For Advanced Investment Management, Llp) Portfolio & 13F Holdings | Track13F