Institutions / American Institute for Advanced Investment Management, LLP

American Institute for Advanced Investment Management, LLP

CIK 1805824 · Institution · as of Dec 31, 2025

Portfolio value

$155.55M

Positions

150

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 150 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$12.21M	25,807	7.9%
iShares Tr	—	$6.63M	31,530	4.3%
SPDR S&P 500 ETF Tr	—	$6.54M	9,595	4.2%
Apple Inc.	—	$5.72M	21,211	3.7%
Microsoft Corp	—	$4.42M	9,145	2.8%
Vanguard Index Fds	—	$3.77M	11,258	2.4%
Vanguard Specialized Funds	—	$3.76M	17,113	2.4%
PIMCO ETF Tr	—	$3.67M	36,608	2.4%
Vanguard Index Fds	—	$3.04M	6,236	2.0%
iShares Tr	—	$2.70M	10,977	1.7%
Amazon.com Inc	—	$2.51M	10,876	1.6%
SPDR Gold Tr	—	$2.40M	6,092	1.5%
Invesco Exchange Traded Fd	—	$2.31M	14,669	1.5%
Vanguard Index Fds	—	$2.29M	12,006	1.5%
SPDR S&P Midcap 400 ETF Tr	—	$2.24M	3,718	1.4%
NVIDIA Corp	—	$2.21M	11,850	1.4%
Constellation Energy Corp	—	$2.19M	6,246	1.4%
VanEck ETF Trust	—	$2.17M	17,349	1.4%
First Tr Exchange Traded Fd	—	$2.01M	17,429	1.3%
Global X Fds	—	$1.94M	40,469	1.2%
John Hancock Exchange	—	$1.84M	43,937	1.2%
AbbVie Inc.	—	$1.74M	7,659	1.1%
Vanguard World Fd	—	$1.68M	2,227	1.1%
Select Sector SPDR Tr	—	$1.64M	30,063	1.1%
Select Sector SPDR Tr	—	$1.57M	10,127	1.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.