§ 13F · FUND PROFILE
AMERICAN FINANCIAL & TAX STRATEGIES INC.
AUM · $221M (13F)Positions · 102Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | XSOE | WISDOMTREE TR | 244K | $12M | 5.4% | −1% |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | 234K | $11M | 5.1% | ±0% |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | 76K | $10M | 4.4% | −6% |
| 4 | SPYV | SPDR SERIES TRUST | 138K | $8M | 3.8% | −1% |
| 5 | MGK | VANGUARD WORLD FD | 85K | $7M | 3.4% | +368% |
| 6 | COWZ | PACER FDS TR | 110K | $7M | 3.1% | ±0% |
| 7 | QHY | WISDOMTREE TR | 149K | $7M | 3.1% | ±0% |
| 8 | SPYG | SPDR SERIES TRUST | 55K | $7M | 2.9% | −8% |
| 9 | SPLV | INVESCO EXCH TRADED FD TR II | 81K | $6M | 2.8% | −1% |
| 10 | FREL | FIDELITY COVINGTON TRUST | 200K | $6M | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMERICAN SIGNAL
AC read
AMERICAN FINANCIAL & TAX STRATEGIES INC is a Other fund managing $221 million in assets. The fund runs a portfolio of 102 positions.
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