Institutional Fund
American Institute For Advanced Investment Management, LLP
Scottsdale, AZCIK 18058245 filings on record
Portfolio Value
$154.32M
Q1 2026
Holdings
153
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-0.8%
from $155.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr7.0%
- Ishares Tr4.4%
- Spdr S&P 500 ETF Tr4.0%
- Apple Inc3.2%
- Pimco ETF Tr2.4%
- Microsoft Corp2.2%
- Other76.8%
Portfolio Holdings
153 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 25.2K | $10.76M | 7.0% | −567 | Reduced |
| 2 | Ishares Tr | 31.5K | $6.74M | 4.4% | +7 | Added |
| 3 | Spdr S&P 500 ETF Tr | 9.5K | $6.19M | 4.0% | −83 | Reduced |
| 4 | Apple Inc | 19.7K | $5.00M | 3.2% | −1.5K | Reduced |
| 5 | Pimco ETF Tr | 36.7K | $3.69M | 2.4% | +120 | Added |
| 6 | Microsoft Corp | 9.3K | $3.44M | 2.2% | +154 | Added |
| 7 | Spdr Gold Tr | 6.4K | $2.73M | 1.8% | +300 | Added |
| 8 | Ishares Tr | 11.0K | $2.72M | 1.8% | 0 | Held |
| 9 | Vanguard Specialized Funds | 12.3K | $2.64M | 1.7% | −4.8K | Reduced |
| 10 | Vanguard Index Fds | 8.1K | $2.59M | 1.7% | −3.2K | Reduced |
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