§ 13F · FUND PROFILE
AMERICAN FINANCIAL & TAX STRATEGIES INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $193.5T (13F)Positions · 91Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$200.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BNDX | VANGUARD CHARLOTTE FDS | 235K | $11.3T | 5.7% | NEW |
| 2 | XSOE | WISDOMTREE TR | 251K | $9.8T | 4.9% | NEW |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | 80K | $9.8T | 4.9% | NEW |
| 4 | SPYV | SPDR SERIES TRUST | 139K | $7.9T | 3.9% | NEW |
| 5 | MGK | VANGUARD WORLD FD | 18K | $7.3T | 3.6% | NEW |
| 6 | COWZ | PACER FDS TR | 112K | $6.7T | 3.3% | NEW |
| 7 | SPYG | SPDR SERIES TRUST | 60K | $6.4T | 3.2% | NEW |
| 8 | SPLV | INVESCO EXCH TRADED FD TR II | 84K | $6.0T | 3.0% | NEW |
| 9 | VTEB | VANGUARD MUN BD FDS | 114K | $5.7T | 2.9% | NEW |
| 10 | FREL | FIDELITY COVINGTON TRUST | 201K | $5.4T | 2.7% | NEW |
§ 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 $193524.1 trillion in assets. The fund runs a portfolio of 91 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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