American Institute For Advanced Investment Management, Llp Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, American Institute For Advanced Investment Management, Llp disclosed 156 stock positions valued at approximately $173.06M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and STATE STR SPDR S&P 500 ETF T.
- Report Period
- June 30, 2026
- No. of Stocks
- 156
- Portfolio Value
- $173.06M
Holdings by Sector
American Institute For Advanced Investment Management, Llp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWF | Other | 7.21% | 100,432 | +75,192 | +297.91% | $12,470,648 |
| ISHARES TR | IWD | Other | 4.37% | 31,216 | -321 | -1.02% | $7,567,699 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 4.00% | 9,263 | -249 | -2.62% | $6,916,969 |
| APPLE INC | AAPL | Technology | 3.27% | 19,550 | -170 | -0.86% | $5,656,885 |
| PIMCO ETF TR | MINT | Other | 2.15% | 36,958 | +230 | +0.63% | $3,725,747 |
| MICROSOFT CORP | MSFT | Technology | 2.01% | 9,309 | +10 | +0.11% | $3,472,394 |
| ISHARES TR | IWM | Other | 1.89% | 10,912 | -65 | -0.59% | $3,278,605 |
| VANGUARD INDEX FDS | VUG | Other | 1.78% | 35,664 | +29,730 | +501.01% | $3,072,095 |
| VANGUARD INDEX FDS | VTI | Other | 1.74% | 8,144 | +58 | +0.72% | $3,013,606 |
| VANGUARD INDEX FDS | VTV | Other | 1.64% | 13,003 | +58 | +0.45% | $2,833,699 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.60% | 11,666 | -620 | -5.05% | $2,760,410 |
| VANECK ETF TRUST | SMH | Other | 1.54% | 4,067 | +95 | +2.39% | $2,667,330 |
| INVESCO EXCHANGE TRADED FD T | PPA | Other | 1.53% | 15,034 | +455 | +3.12% | $2,655,740 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 1.50% | 3,696 | -22 | -0.59% | $2,599,548 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 1.46% | 17,675 | +296 | +1.70% | $2,528,866 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.40% | 10,154 | -75 | -0.73% | $2,420,109 |
| GLOBAL X FDS | PAVE | Other | 1.39% | 40,759 | +285 | +0.70% | $2,401,492 |
| SPDR GOLD TR | GLD | Other | 1.31% | 6,167 | -225 | -3.52% | $2,269,899 |
| JOHN HANCOCK EXCHANGE TRADED | JHSC | Other | 1.31% | 46,686 | -218 | -0.46% | $2,267,072 |
| NVIDIA CORPORATION | NVDA | Technology | 1.23% | 10,654 | -1,028 | -8.80% | $2,131,761 |
| SPDR SERIES TRUST | BIL | Other | 1.22% | 23,025 | -3,645 | -13.67% | $2,110,009 |
| VANGUARD WORLD FD | VGT | Other | 1.20% | 17,408 | +15,211 | +692.35% | $2,080,611 |
| GLOBAL X FDS | AIQ | Other | 1.18% | 31,042 | +793 | +2.62% | $2,036,668 |
| VANECK ETF TRUST | NLR | Other | 1.17% | 17,428 | +85 | +0.49% | $2,021,275 |
| ABBVIE INC | ABBV | Healthcare | 1.05% | 7,204 | -455 | -5.94% | $1,812,817 |
| ISHARES TR | IYW | Other | 1.01% | 6,929 | +149 | +2.20% | $1,747,703 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.00% | 9,050 | -175 | -1.90% | $1,724,209 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.93% | 6,340 | -145 | -2.24% | $1,610,170 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.88% | 28,558 | -700 | -2.39% | $1,531,017 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.87% | 6,021 | - | - | $1,503,917 |
Showing 30 of 156 holdings in the latest reporting period.