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CIK: 0002113282
Total reported value
$159.7M
$159.7M
80 檔
33.2%
In Q1 2026, AMG Asset Management Group, Inc.'s U.S. equity holdings reached a combined market value of $159.7M, distributed across 80 disclosed stock positions.
In Q1 2026, AMG Asset Management Group, Inc. displayed an active expansion posture, initiating 57 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.22% | -1.01% | +161.71% | |
| 2 | SECT | Main Sector Rotation ETF | ETF-Other | 7.45% | -0.52% | +286.34% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.49% | -0.32% | +318.73% | |
| 4 | BUYW | Main Buywrite ETF | ETF-Other | 6.18% | -0.91% | +369.25% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.81% | -0.27% | +385.84% | |
| 6 | EDGF | 3edge Dynamic Fixed Incm ETF | ETF-Other | 4.04% | -1.90% | +1266.89% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.76% | -0.65% | +271.69% | |
| 8 | INTL | Main International ETF | ETF-Other | 3.75% | -0.35% | — | |
| 9 | CGGE | Cap Group Global Eq | ETF-Other | 2.99% | -0.16% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.72% | -0.17% | +309.75% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.40% | -0.25% | — | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.33% | -0.01% | +302.62% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.22% | -0.02% | +247.05% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.96% | -0.25% | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.88% | -0.43% | +318.48% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.73% | -0.25% | +342.08% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.63% | -0.01% | +673.41% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.43% | — | — | |
| 19 | EDGH | 3edge Dynamic Hard Asset ETF | ETF-Other | 1.32% | -0.32% | +249.47% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | +0.12% | +308.16% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 1.08% | -0.49% | +379.15% | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.01% | -0.01% | — | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.99% | -0.06% | — | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | -0.21% | — | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.94% | -0.10% | — | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.91% | -0.38% | — | |
| 27 | EDGU | 3edge US Equity | ETF-Other | 0.89% | +0.76% | +477.88% | |
| 28 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.87% | +0.16% | — | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.72% | -0.08% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.10% | +343.78% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | -0.05% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.11% | — | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.16% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.04% | — | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.52% | -0.19% | +227.07% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | +0.12% | +184.01% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.04% | — | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +0.86% | — | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | -0.06% | +198.61% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | -0.05% | — | |
| 41 | EDGI | 3edge Dyna I National Eq ETF | ETF-Other | 0.39% | +0.50% | -37.39% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.36% | -0.36% | EXIT | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.12% | — | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.07% | +185.42% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.35% | -0.03% | — | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.31% | — | — | |
| 47 | MU | Micron Technology Inc | Stock-Tech | 0.30% | +0.77% | — | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | +0.07% | — | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.29% | +0.37% | — | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.28% | -0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EDGF | 3edge Dynamic Fixed Incm ETF | +2.8% | +1266.89% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | +673.41% | Add |
| 3 | BUYW | Main Buywrite ETF | +0.6% | +369.25% | Add |
| 4 | AAPL | Apple Inc | +0.4% | +385.84% | Add |
| 5 | EDGU | 3edge US Equity | +0.2% | +477.88% | Add |
| 6 | NFLX | Netflix Inc | +0.2% | +379.15% | Add |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +343.78% | Add |
| 8 | EDGH | 3edge Dynamic Hard Asset ETF | -0.1% | +249.47% | Add |
| 9 | TSLA | Tesla Inc | -0.2% | +342.08% | Add |
| 10 | LLY | Eli Lilly & Co | -0.2% | +308.16% | Add |
| 11 | MA | Mastercard Inc - A | -0.2% | +198.61% | Add |
| 12 | META | Meta Platforms Inc-class A | -0.3% | +318.48% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | -0.3% | +227.07% | Add |
| 14 | V | Visa Inc-class A Shares | -0.3% | +184.01% | Add |
| 15 | AMZN | Amazon.com Inc | -0.3% | +309.75% | Add |
| 16 | ORCL | Oracle CORP | -0.3% | +185.42% | Add |
| 17 | AVGO | Broadcom Inc | -0.4% | +302.62% | Add |
| 18 | NVDA | Nvidia CORP | -0.4% | +318.73% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | -0.7% | +247.05% | Add |
| 20 | SECT | Main Sector Rotation ETF | -1.1% | +286.34% | Add |
| 21 | MSFT | Microsoft CORP | -1.7% | +271.69% | Add |
| 22 | EDGI | 3edge Dyna I National Eq ETF | -2.2% | -37.39% | Trim |
| 23 | VOO | Vanguard S&p 500 ETF | -10.8% | +161.71% | Add |
| 24 | INTL | Main International ETF | — | NEW | New buy |
| 25 | CGGE | Cap Group Global Eq | — | NEW | New buy |
| 26 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 27 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 28 | VYMI | Vanguard Int High Dvd Yld In | — | NEW | New buy |
| 29 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 30 | VONG | Vanguard Russell 1000 Growth | — | EXIT | Sold out |
| 31 | VXF | Vanguard Extended Market ETF | — | NEW | New buy |
| 32 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 33 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 34 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | — | NEW | New buy |
| 36 | SPMO | Invesco S&p 500 Momentum ETF | — | NEW | New buy |
| 37 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 38 | ABBV | Abbvie Inc | — | NEW | New buy |
| 39 | HD | Home Depot Inc | — | NEW | New buy |
| 40 | WMT | Walmart Inc | — | NEW | New buy |
| 41 | MGK | Vanguard Mega Cap Growth ETF | — | EXIT | Sold out |
| 42 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 43 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 44 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 45 | KO | Coca-cola Co/the | — | NEW | New buy |
| 46 | HON | Honeywell International Inc | — | NEW | New buy |
| 47 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 48 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 49 | GEV | GE Vernova Inc | — | NEW | New buy |
| 50 | MU | Micron Technology Inc | — | NEW | New buy |
According to official SEC Form 13F filings, AMG Asset Management Group, Inc. reported a total U.S. public equity portfolio value of $159.7M across 80 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 VOO, SECT, NVDA) accounted for 33.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
INTL
市值: $4.8M
Top Position Liquidated / Trimmed
QQQ
前期市值: $2.6M
During Q1 2026, AMG Asset Management Group, Inc.'s top holdings by market value included VOO (16.2%)、SECT (7.5%)、NVDA (6.5%). The largest single position, VOO, represented 16.2% of total portfolio value.
In Q1 2026, AMG Asset Management Group, Inc. made 83 total portfolio adjustments, initiating 57 new buys, adding to 22 positions, trimming 1 holdings, and fully liquidating 3 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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