American Institute For Advanced Investment Management, Llp Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, American Institute For Advanced Investment Management, Llp disclosed 157 stock positions valued at approximately $172.82M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and STATE STR SPDR S&P 500 ETF T.
- Report Period
- September 30, 2026
- No. of Stocks
- 157
- Portfolio Value
- $172.82M
Holdings by Sector
American Institute For Advanced Investment Management, Llp Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWF | Other | 7.05% | 97,240 | -3,192 | -3.18% | $12,180,290 |
| ISHARES TR | IWD | Other | 4.32% | 30,091 | -1,125 | -3.60% | $7,460,463 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.93% | 8,904 | -359 | -3.88% | $6,790,090 |
| APPLE INC | AAPL | Technology | 3.72% | 19,310 | -240 | -1.23% | $6,430,541 |
| MICROSOFT CORP | MSFT | Technology | 2.75% | 9,264 | -45 | -0.48% | $4,751,476 |
| PIMCO ETF TR | MINT | Other | 2.20% | 37,869 | +911 | +2.46% | $3,807,746 |
| VANGUARD INDEX FDS | VUG | Other | 1.84% | 35,244 | -420 | -1.18% | $3,175,837 |
| VANGUARD INDEX FDS | VTI | Other | 1.67% | 7,713 | -431 | -5.29% | $2,886,513 |
| ISHARES TR | IWM | Other | 1.64% | 10,177 | -735 | -6.74% | $2,828,091 |
| VANGUARD INDEX FDS | VTV | Other | 1.62% | 12,936 | -67 | -0.52% | $2,795,169 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.53% | 11,359 | -307 | -2.63% | $2,650,169 |
| VANECK ETF TRUST | SMH | Other | 1.53% | 4,340 | +273 | +6.71% | $2,642,896 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.45% | 10,030 | -124 | -1.22% | $2,498,978 |
| NVIDIA CORPORATION | NVDA | Technology | 1.44% | 10,863 | +209 | +1.96% | $2,480,893 |
| INVESCO EXCHANGE TRADED FD T | PPA | Other | 1.38% | 15,385 | +351 | +2.33% | $2,378,766 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 1.36% | 17,810 | +135 | +0.76% | $2,348,884 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 1.34% | 3,522 | -174 | -4.71% | $2,312,933 |
| VANGUARD WORLD FD | VGT | Other | 1.29% | 17,674 | +266 | +1.53% | $2,221,087 |
| SPDR GOLD TR | GLD | Other | 1.28% | 5,831 | -336 | -5.45% | $2,215,516 |
| GLOBAL X FDS | PAVE | Other | 1.24% | 40,965 | +206 | +0.51% | $2,150,659 |
| JOHN HANCOCK EXCHANGE TRADED | JHSC | Other | 1.22% | 46,378 | -308 | -0.66% | $2,107,729 |
| GLOBAL X FDS | AIQ | Other | 1.22% | 32,247 | +1,205 | +3.88% | $2,101,215 |
| SPDR SERIES TRUST | BIL | Other | 1.15% | 21,695 | -1,330 | -5.78% | $1,988,128 |
| ABBVIE INC | ABBV | Healthcare | 1.09% | 7,171 | -33 | -0.46% | $1,875,863 |
| VANECK ETF TRUST | NLR | Other | 1.07% | 17,798 | +370 | +2.12% | $1,841,359 |
| ISHARES TR | IYW | Other | 1.05% | 6,878 | -51 | -0.74% | $1,821,984 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.03% | 9,050 | - | - | $1,771,540 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.97% | 6,320 | -20 | -0.32% | $1,673,157 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.92% | 9,452 | +185 | +2.00% | $1,591,970 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.90% | 29,049 | +491 | +1.72% | $1,551,192 |
Showing 30 of 157 holdings in the latest reporting period.