Institutional Fund
American Financial & Tax Strategies Inc
New York, NYCIK 9119275 filings on record
Portfolio Value
$205.76M
Q1 2026
Holdings
97
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+2.5%
from $200.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Charlotte Fds5.5%
- Wisdomtree Tr4.8%
- Vanguard Scottsdale Fds4.3%
- Spdr Series Trust3.8%
- Pacer Fds Tr3.3%
- Wisdomtree Tr3.3%
- Other75.0%
Portfolio Holdings
97 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Charlotte Fds | 233.8K | $11.23M | 5.5% | −1.0K | Reduced |
| 2 | Wisdomtree Tr | 245.3K | $9.83M | 4.8% | −5.6K | Reduced |
| 3 | Vanguard Scottsdale Fds | 80.4K | $8.81M | 4.3% | −22 | Reduced |
| 4 | Spdr Series Trust | 138.7K | $7.85M | 3.8% | −780 | Reduced |
| 5 | Pacer Fds Tr | 110.1K | $6.89M | 3.3% | −1.4K | Reduced |
| 6 | Wisdomtree Tr | 149.7K | $6.82M | 3.3% | +149.7K | New |
| 7 | Vanguard World Fd | 18.1K | $6.64M | 3.2% | +480 | Added |
| 8 | Invesco Exch Traded Fd Tr II | 81.9K | $5.99M | 2.9% | −1.9K | Reduced |
| 9 | Spdr Series Trust | 59.2K | $5.79M | 2.8% | −1.2K | Reduced |
| 10 | Graniteshares ETF Tr | 220.5K | $5.79M | 2.8% | −2.3K | Reduced |
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