§ 13F · FUND PROFILE
American Institute for Advanced Investment Management, LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $153M (13F)Positions · 147Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M 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 APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 25K | $11M | 7.0% | −2% |
| 2 | IWD | ISHARES TR | 32K | $7M | 4.4% | ±0% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 10K | $6M | 4.0% | −1% |
| 4 | AAPL | APPLE INC | 20K | $5M | 3.2% | −7% |
| 5 | MINT | PIMCO ETF TR | 37K | $4M | 2.4% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 9K | $3M | 2.2% | +2% |
| 7 | GLD | SPDR GOLD TR | 6K | $3M | 1.8% | +5% |
| 8 | IWM | ISHARES TR | 11K | $3M | 1.8% | ±0% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 12K | $3M | 1.7% | −28% |
| 10 | VTI | VANGUARD INDEX FDS | 8K | $3M | 1.7% | −28% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMERICAN SIGNAL
AC read
American Institute for Advanced Investment Management, LLP is a Other fund managing $153 million in assets. The fund runs a portfolio of 147 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed