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American Institute for Advanced Investment Management, LLP

Q3 2026 13F filing

Updated 2 days ago

158 disclosed positions worth $172.8M

Portfolio value
$172.8M
Total holdings
158
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-11-03

Full holdings

Every line item disclosed in Q3 2026

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
3.SPY

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
6.PDI

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
10.VGES

VANGUARD INDEX FDS

Value
$2.8M
Shares
12.9K
% Port
1.62%
B
11.BX

VANGUARD SPECIALIZED FUNDS

Value
$2.7M
Shares
11.4K
% Port
1.53%
H
12.HODL

VANECK ETF TRUST

Value
$2.6M
Shares
4.3K
% Port
1.53%
A
13.AMZN

AMAZON COM INC

Value
$2.5M
Shares
10.0K
% Port
1.45%
N
14.NVDA

NVIDIA CORPORATION

Value
$2.5M
Shares
10.9K
% Port
1.44%
I
15.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$2.4M
Shares
15.4K
% Port
1.38%
F
16.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$2.3M
Shares
17.8K
% Port
1.36%
M
17.MDY

STATE STR SPDR S&P MIDCAP 40

Value
$2.3M
Shares
3.5K
% Port
1.34%
V
18.VGES

VANGUARD WORLD FD

Value
$2.2M
Shares
17.7K
% Port
1.29%
G
19.GLD

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%
H
21.HTD

JOHN HANCOCK EXCHANGE TRADED

Value
$2.1M
Shares
46.4K
% Port
1.22%
F
22.FRBP

GLOBAL X FDS

Value
$2.1M
Shares
32.2K
% Port
1.22%
S

SPDR SERIES TRUST

Value
$2M
Shares
21.7K
% Port
1.15%
A
24.ABBV

ABBVIE INC

Value
$1.9M
Shares
7.2K
% Port
1.09%
N
25.NI

VANECK ETF TRUST

Value
$1.8M
Shares
17.8K
% Port
1.07%
E
26.ETHA

ISHARES TR

Value
$1.8M
Shares
6.9K
% Port
1.05%
S

SELECT SECTOR SPDR TR

Value
$1.8M
Shares
9.1K
% Port
1.03%
J
28.JNJ

JOHNSON & JOHNSON

Value
$1.7M
Shares
6.3K
% Port
0.97%
S

SELECT SECTOR SPDR TR

Value
$1.6M
Shares
9.5K
% Port
0.92%
S

SELECT SECTOR SPDR TR

Value
$1.6M
Shares
29.0K
% Port
0.90%
C
31.CEG

CONSTELLATION ENERGY CORP

Value
$1.5M
Shares
5.7K
% Port
0.85%
V
32.VGES

VANGUARD INDEX FDS

Value
$1.4M
Shares
4.7K
% Port
0.79%
M
33.MCK

MCKESSON CORP

Value
$1.4M
Shares
1.6K
% Port
0.79%
S

SPDR INDEX SHS FDS

Value
$1.3M
Shares
26.5K
% Port
0.77%
V
35.VGES

VANGUARD INDEX FDS

Value
$1.3M
Shares
6.8K
% Port
0.77%
F
36.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$1.3M
Shares
32.3K
% Port
0.77%
G

ALPHABET INC

Value
$1.3M
Shares
3.8K
% Port
0.73%
F
38.FPF

FIRST TR EXCHANGE TRADED FD

Value
$1.3M
Shares
51.5K
% Port
0.73%
E
39.ETHA

ISHARES U S ETF TR

Value
$1.2M
Shares
24.1K
% Port
0.70%
E
40.ETHA

ISHARES TR

Value
$1.2M
Shares
19.3K
% Port
0.69%
H
41.HUBS

INVESCO EXCH TRD SLF IDX FD

Value
$1.2M
Shares
58.7K
% Port
0.68%
I
42.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$1.2M
Shares
5.6K
% Port
0.68%
H
43.HUBB

INVESCO EXCH TRD SLF IDX FD

Value
$1.2M
Shares
59.0K
% Port
0.67%
I
44.ITW

ILLINOIS TOOL WKS INC

Value
$1.1M
Shares
4.5K
% Port
0.66%
I
45.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$1.1M
Shares
16.8K
% Port
0.66%
F
46.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$1.1M
Shares
10.8K
% Port
0.65%
V
47.VGES

VANGUARD INTL EQUITY INDEX F

Value
$1.1M
Shares
12.8K
% Port
0.64%
Q
48.QQQ

INVESCO QQQ TR

Value
$1.1M
Shares
1.5K
% Port
0.63%
B
49.BUI

BLACKROCK UTILS INFRASTRUCTU

Value
$1.1M
Shares
42.7K
% Port
0.62%
E
50.ETHA

ISHARES TR

Value
$1.1M
Shares
20.6K
% Port
0.61%