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CIK: 0001805824
Total reported value
$173.1M
$173.1M
153 檔
18.7%
The Q1 2026 SEC filing reveals that American Institute for Advanced Investment Management, LLP held a total portfolio value of $173.1M, covering 153 public equity positions.
American Institute for Advanced Investment Management, LLP executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 5 holdings and trimming 58 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.97% | +0.24% | -2.20% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.37% | — | +0.02% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.01% | -0.01% | -0.86% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.24% | +0.03% | -7.03% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.39% | -0.24% | +0.33% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.23% | -0.22% | +1.68% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 1.77% | -0.46% | +4.92% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.76% | +0.13% | — | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.71% | -0.11% | -28.21% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.68% | +0.06% | -28.18% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.68% | +0.10% | -4.84% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.65% | -0.01% | +7.82% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.58% | -0.36% | +72.39% | |
| 14 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.57% | -0.04% | -0.61% | |
| 15 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.50% | -0.33% | -0.03% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.49% | +0.01% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.02% | -5.95% | |
| 18 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.37% | +0.09% | -0.29% | |
| 19 | PAVE | Global X US Infrastructure | ETF-Other | 1.33% | +0.06% | +0.01% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | -0.09% | -1.42% | |
| 21 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 1.30% | +0.01% | +6.75% | |
| 22 | CEG | Constellation Energy | Stock-Utilities | 1.10% | -0.23% | -3.60% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 1.08% | -0.03% | — | |
| 24 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.07% | -0.41% | +1.52% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | -0.10% | — | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.99% | +0.21% | -1.35% | |
| 27 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.99% | +0.55% | -1.85% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-Other | 0.95% | -0.10% | -1.50% | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.94% | -0.06% | -2.68% | |
| 30 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.91% | +0.27% | +1.54% | |
| 31 | MCK | Mckesson CORP | Stock-Healthcare | 0.90% | -0.20% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | -0.06% | -35.67% | |
| 33 | IGF | Ishares Global Infrastructur | ETF-Other | 0.82% | -0.09% | +0.13% | |
| 34 | ITW | Illinois Tool Works | Stock-Industrials | 0.82% | -0.06% | -17.12% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.81% | -0.03% | +1.34% | |
| 36 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.80% | -0.06% | +0.60% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.80% | +0.21% | -5.44% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.79% | +0.21% | -2.79% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.78% | +0.05% | -1.88% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.12% | +0.09% | |
| 41 | PHO | Invesco Water Resources ETF | ETF-Other | 0.71% | -0.06% | -2.66% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.70% | +0.05% | +121.72% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.70% | -0.02% | -30.29% | |
| 44 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.67% | -0.03% | +0.02% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.66% | -0.04% | +5.00% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.06% | -2.42% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.65% | -0.05% | +0.37% | |
| 48 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.64% | -0.02% | +12.83% | |
| 49 | BUI | Blckrck Util Infra & Pwr Opp | Stock-Other | 0.63% | +0.01% | +94.67% | |
| 50 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.59% | -0.05% | -0.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | +72.39% | Add |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.4% | +121.72% | Add |
| 3 | BUI | Blckrck Util Infra & Pwr Opp | +0.3% | +94.67% | Add |
| 4 | GLD | Spdr Gold Shares | +0.2% | +4.92% | Add |
| 5 | VTV | Vanguard Value ETF | +0.2% | +7.82% | Add |
| 6 | SLV | Ishares Silver Trust | +0.2% | +30.99% | Add |
| 7 | JNJ | Johnson & Johnson | +0.2% | — | Unchanged |
| 8 | VBIL | Vanguard 0-3m T-bill ETF | +0.1% | +93.88% | Add |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +64.16% | Add |
| 10 | JHSC | John Hancock Multi Small Cap | +0.1% | +6.75% | Add |
| 11 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | -0.03% | Trim |
| 12 | IWD | Ishares Russell 1000 Value E | +0.1% | +0.02% | Add |
| 13 | TOTL | Ss Doubleline Tr Tact ETF | +0.1% | +21.40% | Add |
| 14 | SHLD | Global X Defense Tech ETF | +0.1% | +1.52% | Add |
| 15 | COST | Costco Wholesale CORP | +0.1% | +0.09% | Add |
| 16 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +65.20% | Add |
| 17 | EQT | Eqt CORP | +0.1% | +28.15% | Add |
| 18 | CVX | Chevron CORP | +0.1% | -5.20% | Trim |
| 19 | PAVE | Global X US Infrastructure | +0.1% | +0.01% | Add |
| 20 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | -0.29% | Trim |
| 21 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +21.36% | Add |
| 22 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +15.01% | Add |
| 23 | PPA | Invesco Aerospace & Defense | +0.1% | -0.61% | Trim |
| 24 | WMT | Walmart Inc | +0.1% | +5.39% | Add |
| 25 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +12.83% | Add |
| 26 | IGF | Ishares Global Infrastructur | +0.1% | +0.13% | Add |
| 27 | VDE | Vanguard Energy ETF | +0.1% | -13.98% | Trim |
| 28 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 29 | VOO | Vanguard S&p 500 ETF | +0.1% | +22.32% | Add |
| 30 | BSV | Vanguard Short-term Bond ETF | +0.1% | +13.71% | Add |
| 31 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 32 | XLE | Ss Energy Select Sector | +0.1% | — | Unchanged |
| 33 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +14.75% | Add |
| 34 | CAT | Caterpillar Inc | +0.1% | -8.43% | Trim |
| 35 | FJP | First Trust Japan | +0.1% | — | Unchanged |
| 36 | SMH | Vaneck Semiconductor ETF | +0.1% | -1.85% | Trim |
| 37 | MDY | State Street Spdr S&p Midcap | +0.1% | — | Unchanged |
| 38 | VOE | Vanguard Mid-cap Value ETF | 0% | +1.34% | Add |
| 39 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 40 | EPD | Enterprise Products Partners | 0% | -5.17% | Trim |
| 41 | IJR | Ishares Core S&p Small-cap E | 0% | +4.13% | Add |
| 42 | SDY | Ss Spdr S&p Dividend ETF | 0% | +0.37% | Add |
| 43 | RZV | Invesco S&p Smallcap 600 Pur | 0% | +1.91% | Add |
| 44 | MO | Altria Group Inc | 0% | -1.06% | Trim |
| 45 | SCHO | Schwab Short-term US Treas | 0% | +19.47% | Add |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +5.00% | Add |
| 47 | EMLP | First Trust North American E | 0% | — | Unchanged |
| 48 | DXJ | Wisdomtree Japan Hedged Eq | 0% | — | Unchanged |
| 49 | FTA | First Trust L C Val Alp | 0% | -0.88% | Trim |
| 50 | MINT | Pimco Enhanced Short Maturit | 0% | +0.33% | Add |
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 153 disclosed positions in Q1 2026.
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 18.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
MCK
市值: $1.4M
Top Position Liquidated / Trimmed
BPRE
前期市值: $251.0K
During Q1 2026, American Institute for Advanced Investment Management, LLP's top holdings by market value included IWF (7.0%)、IWD (4.4%)、SPY (4.0%). The largest single position, IWF, represented 7.0% of total portfolio value.
In Q1 2026, American Institute for Advanced Investment Management, LLP made 125 total portfolio adjustments, initiating 8 new buys, adding to 54 positions, trimming 58 holdings, and fully liquidating 5 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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