§ 13F · FUND PROFILE
AMERICAN FINANCIAL & TAX STRATEGIES INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $194M (13F)Positions · 91Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BNDX | VANGUARD CHARLOTTE FDS | 234K | $11M | 5.5% | ±0% |
| 2 | XSOE | WISDOMTREE TR | 245K | $10M | 4.8% | −2% |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | 80K | $9M | 4.3% | ±0% |
| 4 | SPYV | SPDR SERIES TRUST | 139K | $8M | 3.8% | −1% |
| 5 | COWZ | PACER FDS TR | 110K | $7M | 3.3% | −1% |
| 6 | QHY | WISDOMTREE TR | 150K | $7M | 3.3% | NEW |
| 7 | MGK | VANGUARD WORLD FD | 18K | $7M | 3.2% | +3% |
| 8 | SPLV | INVESCO EXCH TRADED FD TR II | 82K | $6M | 2.9% | −2% |
| 9 | SPYG | SPDR SERIES TRUST | 59K | $6M | 2.8% | −2% |
| 10 | COMB | GRANITESHARES ETF TR | 221K | $6M | 2.8% | −1% |
§ 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 $194 million in assets. The fund runs a portfolio of 91 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed