Institutions / American Financial & Tax Strategies Inc

American Financial & Tax Strategies Inc

CIK 911927 · Institution · as of Jun 30, 2026
Portfolio value
$221.35M
Positions
102
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$221.35M+10.3%
$221.35M$211.02M$200.69MQ4 '25Q2 '26

Positions

102+5.2%
10210097Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 102 →
CompanyClassValueShares% of portfolio
WisdomTree Tr—$11.99M243,7095.4%
Vanguard Charlotte Fds—$11.32M233,6685.1%
Vanguard Scottsdale Fds—$9.67M75,6604.4%
SPDR Series Trust—$8.36M137,5253.8%
Vanguard World Fd—$7.43M84,5733.4%
Pacer Fds Tr—$6.85M110,2073.1%
WisdomTree Tr—$6.83M149,1533.1%
SPDR Series Trust—$6.51M54,6942.9%
Invesco Exch Traded Fd Tr II—$6.10M81,4842.8%
Fidelity Covington Trust—$5.85M199,5542.6%
Vanguard Mun Bd Fds—$5.74M113,4212.6%
Graniteshares ETF Tr—$5.29M219,6672.4%
Vanguard Whitehall Fds—$4.98M74,0202.2%
iShares Tr—$4.92M42,0222.2%
Vanguard Whitehall Fds—$4.65M49,8492.1%
iShares Tr—$4.59M167,4002.1%
Vanguard Bd Index Fds—$4.23M57,6681.9%
Pacer Fds Tr—$3.90M93,6161.8%
Vanguard Index Fds—$3.87M10,5911.7%
Schwab Strategic Tr—$3.86M73,1191.7%
Schwab Strategic Tr—$3.82M109,6091.7%
Vanguard Index Fds—$3.62M14,8971.6%
Vanguard Index Fds—$3.49M17,6651.6%
Vanguard Index Fds—$3.46M11,2981.6%
Franklin Templeton ETF Tr—$2.95M117,0461.3%

Activity

Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
New97717X172
Common stock
$6.83M+149K
149,153
3.09% of portfolio
medium
Q2 2026
as of
Add921910816
Common stock
$5.89M+67K
+380.47%
84,573
3.36% of portfolio
medium
Q2 2026
as of
Add46429B663
Common stock
$3.63M+132K
+378.78%
167,400
2.07% of portfolio
low
Q2 2026
as of
New66538J241
Common stock
$2.93M+115K
115,450
1.32% of portfolio
low
Q2 2026
as of
Add464287614
Common stock
$994.4K+8K
+283.57%
10,832
0.61% of portfolio
low
Q2 2026
as of
Trim464287119
Common stock
$-924.9K-8K
-15.83%
42,022
2.22% of portfolio
low
Q2 2026
as of
Trim78464A409
Common stock
$-679.2K-6K
-9.45%
54,694
2.94% of portfolio
low
Q2 2026
as of
Trim92206C680
Common stock
$-603.8K-5K
-5.88%
75,660
4.37% of portfolio
low
Q2 2026
as of
Add922908736
Common stock
$588.3K+7K
+500.00%
8,196
0.32% of portfolio
low
Q2 2026
as of
TrimCisco Systems, Inc.
Common stock
$-540.2K-5K
-23.02%
15,381
0.82% of portfolio
low