AMERICAN FINANCIAL & TAX STRATEGIES INC: 13F holdings
CIK 9119272026Q2
| Positions | 102 |
|---|---|
| Reported value | $221.3m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| XSOE WISDOMTREE TR | 243,709 | $12.0m | 5.4% |
| BNDX VANGUARD CHARLOTTE FDS | 233,668 | $11.3m | 5.1% |
| VONG VANGUARD SCOTTSDALE FDS | 75,660 | $9.7m | 4.4% |
| SPYV SPDR SERIES TRUST | 137,525 | $8.4m | 3.8% |
| MGK VANGUARD WORLD FD | 84,573 | $7.4m | 3.4% |
| COWZ PACER FDS TR | 110,207 | $6.9m | 3.1% |
| WISDOMTREE TR | 149,153 | $6.8m | 3.1% |
| SPYG SPDR SERIES TRUST | 54,694 | $6.5m | 2.9% |
| SPLV INVESCO EXCH TRADED FD TR II | 81,484 | $6.1m | 2.8% |
| FREL FIDELITY COVINGTON TRUST | 199,554 | $5.8m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="911927")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.