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CIK: 0001569454
Total reported value
$122.6M
$122.6M
28 檔
62.3%
During the Q2 2025 filing period, American Asset Management Inc. (CIK: 0001569454) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $122.6M across 28 reported positions.
American Asset Management Inc. executed strategic sector rebalancing during Q2 2025, establishing 7 new positions while fully exiting 1 holdings and trimming 11 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 37.01% | -1.11% | -1.63% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.51% | +0.12% | +0.92% | |
| 3 | NVBW | Alnzim US Eqt Bfr2 No Et-usd | ETF-Other | 7.30% | -0.06% | -5.36% | |
| 4 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 5.35% | -0.12% | -0.58% | |
| 5 | JUNW | Alianzim US Eq Bfr20 Jun-usd | ETF-Other | 5.27% | -0.23% | -0.95% | |
| 6 | FEBW | Alianzim US Eq Bfr20 Feb-usd | ETF-Other | 5.18% | -0.35% | -4.68% | |
| 7 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 5.11% | -0.10% | -5.66% | |
| 8 | MAYW | Alianzim US Eq Bfr20 May-usd | ETF-Other | 4.54% | -0.19% | -0.77% | |
| 9 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-Other | 3.90% | -0.04% | -2.45% | |
| 10 | AUGW | Alianzim US Eq Bfr20 Aug-usd | ETF-Other | 3.43% | -0.04% | -1.08% | |
| 11 | PBJL | Pgim S&p 500 Buffer 20 ETF - | ETF-Large Cap & Growth | 1.00% | +0.88% | — | |
| 12 | PBAP | Pgim S&p 500 Buffer 20 ETF - | ETF-Large Cap & Growth | 0.83% | +0.11% | — | |
| 13 | MSTR | Strategy Inc | Stock-Tech | 0.75% | — | — | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | -0.10% | -1.42% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.15% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.02% | -1.27% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.37% | -0.07% | +36.76% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.37% | -0.48% | EXIT | |
| 19 | PBFB | Pgim S&p 500 Buffer 20 ETF - | ETF-Large Cap & Growth | 0.34% | -0.03% | — | |
| 20 | IAPR | Innovator International Deve | ETF-Other | 0.32% | — | — | |
| 21 | CPSR | Cal S&p 500 St Alt P ETF - M | ETF-Large Cap & Growth | 0.31% | — | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | — | — | |
| 23 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.27% | — | — | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | — | — | |
| 25 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.23% | — | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | — | — | |
| 27 | PBJN | Pgim S&p500 Buf20 ETF Jun-us | ETF-Other | 0.22% | +0.82% | — | |
| 28 | REAL | Realreal Inc/the | Stock-Other | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PBJL | Pgim S&p 500 Buffer 20 ETF - | +1% | NEW | New buy |
| 2 | PBAP | Pgim S&p 500 Buffer 20 ETF - | +0.8% | NEW | New buy |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +0.92% | Add |
| 4 | PBFB | Pgim S&p 500 Buffer 20 ETF - | +0.3% | NEW | New buy |
| 5 | IAPR | Innovator International Deve | +0.3% | NEW | New buy |
| 6 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | NEW | New buy |
| 8 | PBJN | Pgim S&p500 Buf20 ETF Jun-us | +0.2% | NEW | New buy |
| 9 | MSTR | Strategy Inc | +0.2% | — | Unchanged |
| 10 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +36.76% | Add |
| 11 | VGT | Vanguard Info Tech ETF | +0.1% | — | Unchanged |
| 12 | MAGS | Roundhill Magnificent Seven | 0% | — | Unchanged |
| 13 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 14 | POCT | Innovator U.s. Equity Power | — | — | Unchanged |
| 15 | REAL | Realreal Inc/the | 0% | — | Unchanged |
| 16 | GLD | Spdr Gold Shares | 0% | -1.42% | Trim |
| 17 | CPSR | Cal S&p 500 St Alt P ETF - M | 0% | — | Unchanged |
| 18 | JULW | Alianzim US Eq Bfr20 Jul-usd | 0% | -0.58% | Trim |
| 19 | JUNW | Alianzim US Eq Bfr20 Jun-usd | -0.1% | -0.95% | Trim |
| 20 | AUGW | Alianzim US Eq Bfr20 Aug-usd | -0.1% | -1.08% | Trim |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.27% | Trim |
| 22 | AAPL | Apple Inc | -0.1% | — | Unchanged |
| 23 | MAYW | Alianzim US Eq Bfr20 May-usd | -0.2% | -0.77% | Trim |
| 24 | SEPW | Alianzim US Eq Bfr20 Sep-usd | -0.2% | -2.45% | Trim |
| 25 | GOOGL | Alphabet Inc-cl A | -0.3% | EXIT | Sold out |
| 26 | FEBW | Alianzim US Eq Bfr20 Feb-usd | -0.4% | -4.68% | Trim |
| 27 | DECW | Alianzim US Eq Bfr20 Dec-usd | -0.4% | -5.66% | Trim |
| 28 | NVBW | Alnzim US Eqt Bfr2 No Et-usd | -0.6% | -5.36% | Trim |
| 29 | JANW | Alianzim US Eq Bfr20 Jan-usd | -1.6% | -1.63% | Trim |
According to official SEC Form 13F filings, American Asset Management Inc. reported a total U.S. public equity portfolio value of $122.6M across 28 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JANW, SPY, NVBW) accounted for 62.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
PBJL
市值: $1.1M
Top Position Liquidated / Trimmed
GOOGL
前期市值: $249.3K
During Q2 2025, American Asset Management Inc.'s top holdings by market value included JANW (37.0%)、SPY (15.5%)、NVBW (7.3%). The largest single position, JANW, represented 37.0% of total portfolio value.
In Q2 2025, American Asset Management Inc. made 21 total portfolio adjustments, initiating 7 new buys, adding to 2 positions, trimming 11 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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