American Institute for Advanced Investment Management, LLP

CIK 0001805824 · SCOTTSDALE, AZ · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

American Institute for Advanced Investment Management, LLP reported 159 positions worth $173.1M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: IWF (7.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$173.1M
2026 Q2
Positions
159
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.1%
Est. Net Flow (Q)
2026 Q2
10 / 159 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IWFISHARES TRSH$12.5M7.21%100,432
2IWDISHARES TRSH$7.6M4.37%31,216
3SPYSTATE STR SPDR S&P 500 ETF TSH$6.9M4.00%9,263
4AAPLAPPLE INCSH$5.7M3.27%19,550
5MINTPIMCO ETF TRSH$3.7M2.15%36,958
6MSFTMICROSOFT CORPSH$3.5M2.01%9,309
7IWMISHARES TRSH$3.3M1.89%10,912
8VUGVANGUARD INDEX FDSSH$3.1M1.77%35,664
9VTIVANGUARD INDEX FDSSH$3.0M1.74%8,144
10VTVVANGUARD INDEX FDSSH$2.8M1.64%13,003

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does American Institute for Advanced Investment Management, LLP hold as of Q2 2026?

American Institute for Advanced Investment Management, LLP reported 159 positions worth $173.1M in its Q2 2026 13F filing. Largest positions: IWF (7.2%), IWD (4.4%), SPY (4.0%), AAPL (3.3%) and MINT (2.2%).

What did American Institute for Advanced Investment Management, LLP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did American Institute for Advanced Investment Management, LLP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.