Q2 2026 13F · SEC CIK 1805824

American Institute for Advanced Investment Management, LLP

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $173.1M
Reported positions: 159
Top holdings a year, 3 yrs: +17.0%
Assets under management: $309.3M

American Institute for Advanced Investment Management, LLP is a wealth manager that reported 159 positions worth $173.1M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Ishares Russell 1000 Growth ETF (IWF, 7.2%), Ishares Russell 1000 Value ETF (IWD, 4.4%), Spdr S&p 500 ETF Tr (SPY, 4.0%). A portfolio copying its top holdings returned 17.0% a year over the last 3 years, against 20.4% for the S&P 500.

American Institute for Advanced Investment Management, LLP holdings largest 50 of 159 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

American Institute for Advanced Investment Management, LLP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IWFIshares Russell 1000 Growth ETF	7.2%	7.0%	100,432	+297.9%	$12.5M
IWDIshares Russell 1000 Value ETF	4.4%	4.4%	31,216	-1.0%	$7.6M
SPYSpdr S&p 500 ETF Tr	4.0%	4.0%	9,263	-2.6%	$6.9M
AAPLApple Inc	3.3%	3.2%	19,550	-0.9%	$5.7M
MINTPimco ETF Tr	2.2%	2.4%	36,958	+0.6%	$3.7M
MSFTMicrosoft Corp	2.0%	2.2%	9,309	+0.1%	$3.5M
IWMIshares	1.9%	1.8%	10,912	-0.6%	$3.3M
VUGVanguard Indx Fd	1.8%	1.7%	35,664	+501.0%	$3.1M
VTIVanguard Index Fds	1.7%	1.7%	8,144	+0.7%	$3.0M
VTVVanguard Value ETF	1.6%	1.6%	13,003	+0.4%	$2.8M
VIGVanguard Dividend Appreciation ETF	1.6%	1.7%	11,666	-5.0%	$2.8M
SMHVaneck Semiconductor ETF	1.5%	1.0%	4,067	+2.4%	$2.7M
PPAInvesco Aerospace & Defense ETF	1.5%	1.6%	15,034	+3.1%	$2.7M
MDYState Street Spdr S&p Midcap 400 ETF Tru	1.5%	1.5%	3,696	-0.6%	$2.6M
GRIDFirst Tr Exchange-Traded Fd	1.5%	1.4%	17,675	+1.7%	$2.5M
AMZNAmazon Com Inc Com	1.4%	1.4%	10,154	-0.7%	$2.4M
PAVEGlobal X Fds	1.4%	1.3%	40,759	+0.7%	$2.4M
GLDSpdr Gold Shares	1.3%	1.8%	6,167	-3.5%	$2.3M
JHSCJohn Hancock Exchange Traded	1.3%	1.3%	46,686	-0.5%	$2.3M
NVDANvidia Corporation Com	1.2%	1.3%	10,654	-8.8%	$2.1M
BILSPDR Brcy1-3 Ser	1.2%	1.6%	23,025	-13.7%	$2.1M
VGTVanguard Info Tech	1.2%	1.0%	17,408	+692.4%	$2.1M
AIQGlobal X Fds	1.2%	0.9%	31,042	+2.6%	$2.0M
NLRVaneck Uranium and Nuclear ETF	1.2%	1.5%	17,428	+0.5%	$2.0M
ABBVAbbvie Inc	1.0%	1.1%	7,204	-5.9%	$1.8M
IYWIshares Tr	1.0%	0.8%	6,929	+2.2%	$1.7M
XLKState Street Technology Select Sector Sp	1.0%	0.8%	9,050	-1.9%	$1.7M
JNJJohnson & Johnson	0.9%	1.0%	6,340	-2.2%	$1.6M
XLFSelect Sector Spdr Tr	0.9%	0.9%	28,558	-2.4%	$1.5M
CEGConstellation Energy Corp	0.9%	1.1%	6,021	+0.0%	$1.5M
XLVSelect Sector Spdr Tr	0.8%	0.9%	9,267	-7.1%	$1.5M
VOTVanguard Index Fds	0.8%	0.8%	4,706	+0.4%	$1.4M
VOEVanguard Index Fds	0.8%	0.8%	6,795	-0.2%	$1.3M
HDHome Depot Inc Com	0.8%	0.8%	10,001	-1.0%	$1.3M
ITWIllinois Tool Works Inc.	0.8%	0.8%	4,840	+0.0%	$1.3M
SPDWSPDR Portfolio Developed World	0.8%	0.7%	25,877	+9.0%	$1.3M
FTHIFirst Tr Buy Write ETF Income	0.7%	0.8%	52,115	-0.4%	$1.3M
IGFIshares Global Infrastructure	0.7%	0.8%	18,867	-0.6%	$1.3M
GOOGLAlphabet Inc	0.7%	0.7%	3,587	-1.2%	$1.2M
MCKMckesson Corp Com	0.7%	0.9%	1,600	+0.0%	$1.2M
RSPInvesco S&p 500 Equal Weight ETF	0.7%	0.7%	5,551	-0.8%	$1.2M
SHLDGlobal X Fds	0.7%	1.1%	19,237	-17.6%	$1.1M
PHOInvesco Exchange Traded Fd T	0.7%	0.7%	16,330	-0.7%	$1.1M
BUIBlackrock Health Sciences Tr	0.6%	0.6%	38,140	+2.9%	$1.1M
VGKVanguard Intl Equity Index F	0.6%	0.7%	12,484	+0.0%	$1.1M
BSCRInvesco Exch Trd Slf Idx Fd	0.6%	0.6%	54,538	+8.0%	$1.1M
MCHPMicrochip Tech Inc	0.6%	—	11,706	—	$1.1M
IGSBIshares 1-3 Yr Credit Bond ETF	0.6%	0.7%	20,362	+4.4%	$1.1M
SDYSpdr Series Trust	0.6%	0.6%	6,850	+0.0%	$1.0M
BSCSInvesco Exch Trd Slf Idx Fd	0.6%	—	50,746	—	$1.0M

What American Institute for Advanced Investment Management, LLP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.4% /yr; S&P 500 +20.1%
3 years: +17.0% /yr; S&P 500 +20.4%
5 years: +9.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$173.1M	159
Q1 2026	$154.3M	153
Q4 2025	$155.6M	150
Q3 2025	$152.7M	147
Q2 2025	$141.4M	146
Q1 2025	$131.0M	143
Q4 2024	$134.1M	132
Q3 2024	$139.7M	140
Q2 2024	$130.6M	133
Q1 2024	$126.5M	128
Q4 2023	$113.2M	120
Q3 2023	$107.9M	115

Questions about American Institute for Advanced Investment Management, LLP's portfolio

What stocks does American Institute for Advanced Investment Management, LLP own?

American Institute for Advanced Investment Management, LLP's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 159 positions worth $173.1M. The largest are Ishares Russell 1000 Growth ETF (IWF) at 7.2%, Ishares Russell 1000 Value ETF (IWD) at 4.4%, Spdr S&p 500 ETF Tr (SPY) at 4.0%, Apple Inc (AAPL) at 3.3% and Pimco ETF Tr (MINT) at 2.2%.

What did American Institute for Advanced Investment Management, LLP buy last quarter?

In Q2 2026, American Institute for Advanced Investment Management, LLP added Vanguard Info Tech (VGT) (+692.4% shares), Vanguard Indx Fd (VUG) (+501.0% shares) and Ishares Russell 1000 Growth ETF (IWF) (+297.9% shares), compared with its Q1 2026 filing.

What did American Institute for Advanced Investment Management, LLP sell last quarter?

In Q2 2026, American Institute for Advanced Investment Management, LLP cut from its top 50 Costco Whsl Corp New (COST), cut from its top 50 First Tr Exchng Traded Fd Vi (BUFD), Global X Fds (SHLD) (-17.6% shares), SPDR Brcy1-3 Ser (BIL) (-13.7% shares) and Nvidia Corporation Com (NVDA) (-8.8% shares), compared with its Q1 2026 filing.

How has American Institute for Advanced Investment Management, LLP's portfolio performed?

A portfolio copying American Institute for Advanced Investment Management, LLP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.4% against +20.1%. Over 5 years: +9.6% a year against +11.6%.

When is American Institute for Advanced Investment Management, LLP's next 13F filing due?

13F filings are due 45 days after each quarter ends. American Institute for Advanced Investment Management, LLP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does American Institute for Advanced Investment Management, LLP manage?

American Institute for Advanced Investment Management, LLP reported $309.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $173.1M.