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CIK: 0001805824
Total reported value
$173.1M
$173.1M
150 檔
20.5%
In Q4 2025, American Institute for Advanced Investment Management, LLP's U.S. equity holdings reached a combined market value of $173.1M, distributed across 150 disclosed stock positions.
In Q4 2025, American Institute for Advanced Investment Management, LLP displayed an active expansion posture, initiating 7 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.85% | +0.24% | -1.84% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.26% | — | -1.68% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.21% | -0.01% | -0.60% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.68% | +0.03% | -4.64% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.84% | -0.22% | -0.87% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.43% | +0.06% | -3.43% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.42% | -0.11% | +0.12% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.36% | -0.24% | +0.55% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.96% | +0.10% | -1.97% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.74% | +0.13% | -1.31% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.61% | +0.02% | -3.24% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.55% | -0.46% | -0.77% | |
| 13 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.49% | -0.04% | -1.41% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.47% | -0.01% | -0.38% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.44% | +0.01% | -0.35% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | -0.09% | +2.78% | |
| 17 | CEG | Constellation Energy | Stock-Utilities | 1.41% | -0.23% | -5.61% | |
| 18 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.39% | -0.33% | +1.39% | |
| 19 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.29% | +0.09% | +0.98% | |
| 20 | PAVE | Global X US Infrastructure | ETF-Other | 1.25% | +0.06% | -0.17% | |
| 21 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 1.19% | +0.01% | -1.66% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.12% | -0.03% | -0.33% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.08% | +0.21% | +0.04% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 1.06% | -0.06% | +1.04% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 1.01% | -0.10% | -1.56% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | -0.06% | -4.26% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.99% | -0.02% | -0.32% | |
| 28 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.97% | +0.27% | +34.55% | |
| 29 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.97% | -0.41% | +17.14% | |
| 30 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.94% | +0.55% | +1.33% | |
| 31 | ITW | Illinois Tool Works | Stock-Industrials | 0.92% | -0.06% | -14.62% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.92% | +0.21% | +6.49% | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.91% | -0.36% | +95.91% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.88% | +0.21% | +99.79% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.10% | — | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.86% | +0.05% | — | |
| 37 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.81% | -0.06% | +0.37% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.77% | -0.03% | -0.84% | |
| 39 | PHO | Invesco Water Resources ETF | ETF-Other | 0.77% | -0.06% | -2.76% | |
| 40 | IGF | Ishares Global Infrastructur | ETF-Other | 0.75% | -0.09% | +17.13% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.06% | +1.44% | |
| 42 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.67% | -0.03% | +4.55% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.63% | -0.04% | — | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.12% | +1.93% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.61% | -0.05% | -5.01% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.02% | -5.04% | |
| 47 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.59% | -0.05% | +0.83% | |
| 48 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.58% | -0.04% | -2.23% | |
| 49 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.57% | -0.02% | +11.01% | |
| 50 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.57% | -0.03% | -1.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +95.91% | Add |
| 2 | AIQ | Global X Art Intel & Tech | +0.3% | +34.55% | Add |
| 3 | SLV | Ishares Silver Trust | +0.2% | +11.11% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.44% | Add |
| 5 | GLD | Spdr Gold Shares | +0.1% | -0.77% | Trim |
| 6 | IGF | Ishares Global Infrastructur | +0.1% | +17.13% | Add |
| 7 | IBM | Intl Business Machines CORP | +0.1% | +35.01% | Add |
| 8 | SMH | Vaneck Semiconductor ETF | +0.1% | +1.33% | Add |
| 9 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | +35.72% | Add |
| 10 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 11 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 12 | XLV | Ss Health Care Select Sector | +0.1% | -1.56% | Trim |
| 13 | SHLD | Global X Defense Tech ETF | +0.1% | +17.14% | Add |
| 14 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +0.98% | Add |
| 15 | IYW | Ishares Ustechnology ETF | +0.1% | +6.49% | Add |
| 16 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +15.72% | Add |
| 17 | CAT | Caterpillar Inc | +0.1% | +2.04% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +26.10% | Add |
| 19 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +19.99% | Add |
| 20 | VGK | Vanguard Ftse Europe ETF | +0.1% | +4.55% | Add |
| 21 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +11.01% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | -2.98% | Trim |
| 23 | MRK | Merck & Co. Inc. | +0.1% | -1.22% | Trim |
| 24 | ETV | Eaton Vance T/m Buy-writ Opp | 0% | +22.06% | Add |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.60% | Trim |
| 26 | VIG | Vanguard Dividend Apprec ETF | — | +0.12% | Add |
| 27 | IWD | Ishares Russell 1000 Value E | 0% | -1.68% | Trim |
| 28 | ETN | Eaton Corporation plc | -0.1% | -7.09% | Trim |
| 29 | VDE | Vanguard Energy ETF | -0.1% | -18.41% | Trim |
| 30 | VO | Vanguard Mid-cap ETF | -0.1% | -20.62% | Trim |
| 31 | NLR | Vaneck Urani & Nuclr Etf-usd | -0.1% | +1.39% | Add |
| 32 | ET | Energy Transfer LP | -0.1% | -48.26% | Trim |
| 33 | DLR | Digital Realty Trust Inc | -0.1% | -23.98% | Trim |
| 34 | ORCL | Oracle CORP | -0.2% | -12.89% | Trim |
| 35 | IWF | Ishares Russell 1000 Growth | -0.2% | -1.84% | Trim |
| 36 | HD | Home Depot Inc | -0.2% | -4.26% | Trim |
| 37 | ITW | Illinois Tool Works | -0.3% | -14.62% | Trim |
| 38 | IRM | Iron Mountain Inc | -0.3% | -42.10% | Trim |
| 39 | MSFT | Microsoft CORP | -0.3% | -0.87% | Trim |
| 40 | BUI | Blckrck Util Infra & Pwr Opp | — | NEW | New buy |
| 41 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 42 | SUB | Ishares Short-term National | — | NEW | New buy |
| 43 | IHI | Ishares U.s. Medical Devices | — | EXIT | Sold out |
| 44 | EQT | Eqt CORP | — | NEW | New buy |
| 45 | FIXD | First Trust Smith Opportunis | — | NEW | New buy |
| 46 | BPRE | Bluerock Private Real Estate | — | NEW | New buy |
| 47 | CTAS | Cintas CORP | — | EXIT | Sold out |
| 48 | KLAC | Kla CORP | — | NEW | New buy |
| 49 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | New buy |
| 50 | NAD | Nuveen Quality Municipal Inc | — | EXIT | Sold out |
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 150 disclosed positions in Q4 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 20.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
BUI
市值: $490.6K
Top Position Liquidated / Trimmed
BSCP
前期市值: $464.9K
During Q4 2025, American Institute for Advanced Investment Management, LLP's top holdings by market value included IWF (7.8%)、IWD (4.3%)、SPY (4.2%). The largest single position, IWF, represented 7.8% of total portfolio value.
In Q4 2025, American Institute for Advanced Investment Management, LLP made 48 total portfolio adjustments, initiating 7 new buys, adding to 20 positions, trimming 17 holdings, and fully liquidating 4 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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