Holders — by stockHoldings — by fund
American Institute for Advanced Investment Management, LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001805824
$173.1M
disclosed book value
159
positions
7.2%
largest position share
Positions, as of 2026-06-30
top 100 of 159 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IWFISHARES TR | 100,432 | $12.5M | 7.2% |
| 2 | IWDISHARES TR | 31,216 | $7.6M | 4.4% |
| 3 | SPYSTATE STR SPDR S&P 500 ETF T | 9,263 | $6.9M | 4% |
| 4 | AAPLAPPLE INC | 19,550 | $5.7M | 3.3% |
| 5 | MINTPIMCO ETF TR | 36,958 | $3.7M | 2.2% |
| 6 | MSFTMICROSOFT CORP | 9,309 | $3.5M | 2% |
| 7 | IWMISHARES TR | 10,912 | $3.3M | 1.9% |
| 8 | VUGVANGUARD INDEX FDS | 35,664 | $3.1M | 1.8% |
| 9 | VTIVANGUARD INDEX FDS | 8,144 | $3.0M | 1.7% |
| 10 | VTVVANGUARD INDEX FDS | 13,003 | $2.8M | 1.6% |
| 11 | VIGVANGUARD SPECIALIZED FUNDS | 11,666 | $2.8M | 1.6% |
| 12 | SMHVANECK ETF TRUST | 4,067 | $2.7M | 1.5% |
| 13 | PPAINVESCO EXCHANGE TRADED FD T | 15,034 | $2.7M | 1.5% |
| 14 | MDYSTATE STR SPDR S&P MIDCAP 40 | 3,696 | $2.6M | 1.5% |
| 15 | GRIDFIRST TR EXCHANGE-TRADED FD | 17,675 | $2.5M | 1.5% |
| 16 | AMZNAMAZON COM INC | 10,154 | $2.4M | 1.4% |
| 17 | PAVEGLOBAL X FDS | 40,759 | $2.4M | 1.4% |
| 18 | GLDSPDR GOLD TR | 6,167 | $2.3M | 1.3% |
| 19 | JHSCJOHN HANCOCK EXCHANGE TRADED | 46,686 | $2.3M | 1.3% |
| 20 | NVDANVIDIA CORPORATION | 10,654 | $2.1M | 1.2% |
| 21 | BILSPDR SERIES TRUST | 23,025 | $2.1M | 1.2% |
| 22 | VGTVANGUARD WORLD FD | 17,408 | $2.1M | 1.2% |
| 23 | AIQGLOBAL X FDS | 31,042 | $2.0M | 1.2% |
| 24 | NLRVANECK ETF TRUST | 17,428 | $2.0M | 1.2% |
| 25 | ABBVABBVIE INC | 7,204 | $1.8M | 1% |
| 26 | IYWISHARES TR | 6,929 | $1.7M | 1% |
| 27 | XLKSELECT SECTOR SPDR TR | 9,050 | $1.7M | 1% |
| 28 | JNJJOHNSON & JOHNSON | 6,340 | $1.6M | 0.9% |
| 29 | XLFSELECT SECTOR SPDR TR | 28,558 | $1.5M | 0.9% |
| 30 | CEGCONSTELLATION ENERGY CORP | 6,021 | $1.5M | 0.9% |
| 31 | XLVSELECT SECTOR SPDR TR | 9,267 | $1.5M | 0.8% |
| 32 | VOTVANGUARD INDEX FDS | 4,706 | $1.4M | 0.8% |
| 33 | VOEVANGUARD INDEX FDS | 6,795 | $1.3M | 0.8% |
| 34 | HDHOME DEPOT INC | 10,001 | $1.3M | 0.8% |
| 35 | ITWILLINOIS TOOL WKS INC | 4,840 | $1.3M | 0.8% |
| 36 | SPDWSPDR INDEX SHS FDS | 25,877 | $1.3M | 0.8% |
| 37 | FTHIFIRST TR EXCHANGE TRADED FD | 52,115 | $1.3M | 0.7% |
| 38 | IGFISHARES TR | 18,867 | $1.3M | 0.7% |
| 39 | GOOGLALPHABET INC | 3,587 | $1.2M | 0.7% |
| 40 | MCKMCKESSON CORP | 1,600 | $1.2M | 0.7% |
| 41 | RSPINVESCO EXCHANGE TRADED FD T | 5,551 | $1.2M | 0.7% |
| 42 | SHLDGLOBAL X FDS | 19,237 | $1.1M | 0.7% |
| 43 | PHOINVESCO EXCHANGE TRADED FD T | 16,330 | $1.1M | 0.7% |
| 44 | BUIBLACKROCK UTILS INFRASTRUCTU | 38,140 | $1.1M | 0.6% |
| 45 | VGKVANGUARD INTL EQUITY INDEX F | 12,484 | $1.1M | 0.6% |
| 46 | BSCRINVESCO EXCH TRD SLF IDX FD | 54,538 | $1.1M | 0.6% |
| 47 | MCHPMICROCHIP TECHNOLOGY INC. | 11,706 | $1.1M | 0.6% |
| 48 | IGSBISHARES TR | 20,362 | $1.1M | 0.6% |
| 49 | SDYSPDR SERIES TRUST | 6,850 | $1.0M | 0.6% |
| 50 | BSCSINVESCO EXCH TRD SLF IDX FD | 50,746 | $1.0M | 0.6% |
| 51 | COSTCOSTCO WHOLESALE CORPORATION | 1,104 | $1.0M | 0.6% |
| 52 | NEARISHARES U S ETF TR | 20,140 | $1.0M | 0.6% |
| 53 | CIBRFIRST TR EXCHANGE-TRADED FD | 11,113 | $998,506 | 0.6% |
| 54 | EMLPFIRST TR EXCHANGE-TRADED FD | 22,895 | $995,935 | 0.6% |
| 55 | QQQINVESCO QQQ TR | 1,341 | $987,513 | 0.6% |
| 56 | AVGOBROADCOM INC | 2,467 | $931,909 | 0.5% |
| 57 | BUFDFIRST TR EXCHNG TRADED FD VI | 31,159 | $926,045 | 0.5% |
| 58 | CATCATERPILLAR INC | 869 | $925,398 | 0.5% |
| 59 | TOTLSSGA ACTIVE ETF TR | 23,394 | $923,381 | 0.5% |
| 60 | SOXXISHARES TR | 1,413 | $905,392 | 0.5% |
| 61 | WCMIFIRST TR EXCHANGE-TRADED FD | 45,891 | $898,085 | 0.5% |
| 62 | BUFRFIRST TR EXCHNG TRADED FD VI | 24,485 | $894,439 | 0.5% |
| 63 | FJPFIRST TR EXCH TRD ALPHDX FD | 11,410 | $870,870 | 0.5% |
| 64 | RZVINVESCO EXCHANGE TRADED FD T | 5,820 | $867,529 | 0.5% |
| 65 | IJRISHARES TR | 5,797 | $859,764 | 0.5% |
| 66 | PTLCPACER FDS TR | 13,656 | $795,627 | 0.5% |
| 67 | BSCTINVESCO EXCH TRD SLF IDX FD | 42,650 | $792,225 | 0.5% |
| 68 | BSVVANGUARD BD INDEX FDS | 9,831 | $765,897 | 0.4% |
| 69 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.4% |
| 70 | AMATAPPLIED MATLS INC | 1,008 | $728,784 | 0.4% |
| 71 | VOOVANGUARD INDEX FDS | 1,040 | $714,284 | 0.4% |
| 72 | PFFDGLOBAL X FDS | 37,220 | $695,643 | 0.4% |
| 73 | SLVISHARES SILVER TR | 12,914 | $690,513 | 0.4% |
| 74 | BSCQINVESCO EXCH TRD SLF IDX FD | 35,190 | $687,091 | 0.4% |
| 75 | AMDADVANCED MICRO DEVICES INC | 1,180 | $685,476 | 0.4% |
| 76 | WMTWALMART INC | 5,960 | $675,029 | 0.4% |
| 77 | XLISELECT SECTOR SPDR TR | 3,592 | $665,346 | 0.4% |
| 78 | FXZFIRST TR EXCHANGE-TRADED FD | 8,350 | $663,324 | 0.4% |
| 79 | MUMICRON TECHNOLOGY INC | 568 | $655,636 | 0.4% |
| 80 | IGLDFIRST TR EXCHANGE-TRADED FD | 30,750 | $647,595 | 0.4% |
| 81 | RIORIO TINTO PLC | 6,740 | $639,830 | 0.4% |
| 82 | VOVANGUARD INDEX FDS | 7,840 | $631,669 | 0.4% |
| 83 | KLACKLA CORP | 2,090 | $630,574 | 0.4% |
| 84 | IEFISHARES TR | 6,625 | $626,503 | 0.4% |
| 85 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,223 | $611,979 | 0.4% |
| 86 | VDEVANGUARD WORLD FD | 4,055 | $608,779 | 0.4% |
| 87 | DTCRGLOBAL X FDS | 19,100 | $580,068 | 0.3% |
| 88 | VWOVANGUARD INTL EQUITY INDEX F | 9,308 | $555,594 | 0.3% |
| 89 | JPMJPMORGAN CHASE & CO | 1,675 | $548,280 | 0.3% |
| 90 | VYMVANGUARD WHITEHALL FDS | 3,465 | $547,573 | 0.3% |
| 91 | FTAFIRST TR EXCHANGE-TRADED ALP | 5,590 | $541,107 | 0.3% |
| 92 | IHEISHARES TR | 5,457 | $540,277 | 0.3% |
| 93 | FPEIFIRST TR EXCH TRADED FD III | 27,365 | $527,870 | 0.3% |
| 94 | FPEFIRST TR EXCH TRADED FD III | 28,350 | $506,898 | 0.3% |
| 95 | MRKMERCK & CO INC | 3,795 | $487,658 | 0.3% |
| 96 | FCXFREEPORT MCMORAN INC | 7,713 | $485,073 | 0.3% |
| 97 | EPDENTERPRISE PRODS PARTNERS L | 13,060 | $480,086 | 0.3% |
| 98 | TSLATESLA INC | 1,122 | $471,913 | 0.3% |
| 99 | ETVEATON VANCE TAX-MANAGED BUY- | 28,770 | $452,843 | 0.3% |
| 100 | RFGINVESCO EXCHANGE TRADED FD T | 6,872 | $443,450 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.