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CIK: 0001805824
Total reported value
$173.1M
$173.1M
146 檔
19.3%
During the Q2 2025 filing period, American Institute for Advanced Investment Management, LLP (CIK: 0001805824) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $173.1M across 146 reported positions.
American Institute for Advanced Investment Management, LLP executed strategic sector rebalancing during Q2 2025, establishing 10 new positions while fully exiting 8 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.11% | +0.24% | +0.78% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.63% | — | +1.20% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.28% | -0.01% | +0.55% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.33% | -0.22% | -0.26% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.27% | +0.03% | -0.22% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.63% | -0.24% | -0.67% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.51% | +0.06% | -0.42% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.50% | -0.11% | -0.85% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.98% | +0.10% | +0.79% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | +0.02% | -0.39% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.75% | +0.13% | -1.84% | |
| 12 | CEG | Constellation Energy | Stock-Utilities | 1.54% | -0.23% | -5.65% | |
| 13 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.53% | -0.04% | +1.63% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.52% | -0.01% | +2.98% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.52% | +0.01% | -1.43% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | -0.09% | +6.22% | |
| 17 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.32% | -0.33% | -7.54% | |
| 18 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.28% | +0.09% | +14.27% | |
| 19 | PAVE | Global X US Infrastructure | ETF-Other | 1.27% | +0.06% | -0.22% | |
| 20 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 1.24% | +0.01% | -0.19% | |
| 21 | ITW | Illinois Tool Works | Stock-Industrials | 1.20% | -0.06% | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.15% | -0.06% | -0.11% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 1.12% | -0.46% | +7.50% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 1.11% | -0.06% | -13.43% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.04% | -0.03% | -0.13% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.04% | -0.02% | +1.21% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.02% | +0.21% | -0.37% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-Other | 1.02% | -0.10% | -0.05% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.96% | +0.05% | -0.17% | |
| 30 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.87% | -0.06% | -1.64% | |
| 31 | PHO | Invesco Water Resources ETF | ETF-Other | 0.87% | -0.06% | -1.44% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.85% | +0.21% | -2.76% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.83% | +0.21% | -3.37% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.79% | -0.03% | -0.19% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.12% | +1.39% | |
| 36 | VDE | Vanguard Energy ETF | ETF-Other | 0.75% | -0.10% | -17.81% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.75% | +0.55% | -37.81% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.10% | +1.74% | |
| 39 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.69% | -0.03% | -2.30% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.69% | -0.05% | — | |
| 41 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.67% | +0.03% | -14.95% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.66% | -0.04% | -2.96% | |
| 43 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.59% | +0.02% | — | |
| 44 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.59% | -0.04% | — | |
| 45 | MCHP | Microchip Technology Inc | Stock-Tech | 0.59% | +0.13% | -4.32% | |
| 46 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.57% | -0.05% | -1.98% | |
| 47 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.57% | +0.13% | +3.25% | |
| 48 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.56% | -0.02% | +11.08% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.02% | — | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.53% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +0.7% | +0.78% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | -0.26% | Trim |
| 3 | SHLD | Global X Defense Tech ETF | +0.5% | NEW | New buy |
| 4 | CEG | Constellation Energy | +0.4% | -5.65% | Trim |
| 5 | NVDA | Nvidia CORP | +0.4% | +6.22% | Add |
| 6 | IGF | Ishares Global Infrastructur | +0.4% | NEW | New buy |
| 7 | WCMI | Ft Wcm International ETF | +0.3% | NEW | New buy |
| 8 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.3% | -7.54% | Trim |
| 9 | VGK | Vanguard Ftse Europe ETF | +0.3% | NEW | New buy |
| 10 | PPA | Invesco Aerospace & Defense | +0.2% | +1.63% | Add |
| 11 | VUG | Vanguard Growth ETF | +0.2% | +0.79% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | — | Unchanged |
| 13 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 14 | AIQ | Global X Art Intel & Tech | +0.2% | NEW | New buy |
| 15 | SCHG | Schwab US Large-cap Growth | +0.2% | NEW | New buy |
| 16 | CSX | Csx CORP | +0.2% | NEW | New buy |
| 17 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 18 | UFOX | Defiance Connective Tech ETF | +0.1% | NEW | New buy |
| 19 | MCHP | Microchip Technology Inc | +0.1% | -4.32% | Trim |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.55% | Add |
| 21 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +14.27% | Add |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +45.61% | Add |
| 23 | VGT | Vanguard Info Tech ETF | +0.1% | -0.37% | Trim |
| 24 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | +7.14% | Add |
| 26 | AMZN | Amazon.com Inc | +0.1% | -0.39% | Trim |
| 27 | PAVE | Global X US Infrastructure | +0.1% | -0.22% | Trim |
| 28 | XLK | Ss Technology Select Sector | +0.1% | -2.76% | Trim |
| 29 | IYW | Ishares Ustechnology ETF | +0.1% | -3.37% | Trim |
| 30 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | -0.17% | Trim |
| 31 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.42% | Trim |
| 32 | GLD | Spdr Gold Shares | +0.1% | +7.50% | Add |
| 33 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -0.85% | Trim |
| 34 | FNX | First Trust Mid Cap Core Alp | -0.1% | -46.49% | Trim |
| 35 | IWD | Ishares Russell 1000 Value E | -0.2% | +1.20% | Add |
| 36 | ROBO | Robo Global Robotics And Aut | -0.2% | EXIT | Sold out |
| 37 | FYX | First Trust Small Cap Core A | -0.2% | EXIT | Sold out |
| 38 | KBE | Ss Spdr S&p Bank ETF | -0.2% | EXIT | Sold out |
| 39 | FIXD | First Trust Smith Opportunis | -0.2% | EXIT | Sold out |
| 40 | INDA | Ishares Msci India ETF | -0.2% | EXIT | Sold out |
| 41 | CQP | Cheniere Energy Partners LP | -0.2% | EXIT | Sold out |
| 42 | DLR | Digital Realty Trust Inc | -0.2% | -37.99% | Trim |
| 43 | ABBV | Abbvie Inc | -0.2% | -0.13% | Trim |
| 44 | SMH | Vaneck Semiconductor ETF | -0.2% | -37.81% | Trim |
| 45 | DXJ | Wisdomtree Japan Hedged Eq | -0.3% | -60.39% | Trim |
| 46 | AIRR | First Trust Rba American Ind | -0.3% | EXIT | Sold out |
| 47 | VDE | Vanguard Energy ETF | -0.3% | -17.81% | Trim |
| 48 | SDVY | First Trust Smid Cap Rising | -0.3% | EXIT | Sold out |
| 49 | CVX | Chevron CORP | -0.3% | -29.36% | Trim |
| 50 | AAPL | Apple Inc | -0.6% | -0.22% | Trim |
According to official SEC Form 13F filings, American Institute for Advanced Investment Management, LLP reported a total U.S. public equity portfolio value of $173.1M across 146 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, SPY) accounted for 19.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
SHLD
市值: $700.7K
Top Position Liquidated / Trimmed
SDVY
前期市值: $451.9K
During Q2 2025, American Institute for Advanced Investment Management, LLP's top holdings by market value included IWF (8.1%)、IWD (4.6%)、SPY (4.3%). The largest single position, IWF, represented 8.1% of total portfolio value.
In Q2 2025, American Institute for Advanced Investment Management, LLP made 48 total portfolio adjustments, initiating 10 new buys, adding to 10 positions, trimming 20 holdings, and fully liquidating 8 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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