§ 13F · FUND PROFILE
American Institute for Advanced Investment Management, LLP.
AUM · $173M (13F)Positions · 159Turnover · n/a · Q2Filed · Jul 22, 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 JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 100K | $12M | 7.2% | +298% |
| 2 | IWD | ISHARES TR | 31K | $8M | 4.4% | −1% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 9K | $7M | 4.0% | −3% |
| 4 | AAPL | APPLE INC | 20K | $6M | 3.3% | −1% |
| 5 | MINT | PIMCO ETF TR | 37K | $4M | 2.2% | +1% |
| 6 | MSFT | MICROSOFT CORP | 9K | $3M | 2.0% | ±0% |
| 7 | IWM | ISHARES TR | 11K | $3M | 1.9% | −1% |
| 8 | VUG | VANGUARD INDEX FDS | 36K | $3M | 1.8% | +501% |
| 9 | VTI | VANGUARD INDEX FDS | 8K | $3M | 1.7% | +1% |
| 10 | VTV | VANGUARD INDEX FDS | 13K | $3M | 1.6% | ±0% |
§ 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 $173 million in assets. The fund runs a portfolio of 159 positions.
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