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 ↗
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
Top Holdings
IWF
ISHARES TR
7.2%
IWD
ISHARES TR
4.4%
SPY
STATE STR SPDR S&P 500 ETF T
4.0%
AAPL
APPLE INC
3.3%
MINT
PIMCO ETF TR
2.2%
MSFT
MICROSOFT CORP
2.0%
IWM
ISHARES TR
1.9%
VUG
VANGUARD INDEX FDS
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.