American Institute for Advanced Investment Management, LLP
CIK: 0001805824Latest portfolio: $155.6M · Q4 2025
Holdings
150
Total Value
$155.6M
New Positions
150
Closed Positions
0
Top Holdings
View All 150 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IWFISHARES TR | 25,807 | $12.2M | 7.85% | NEW | |
| 2 | IWDISHARES TR | 31,530 | $6.6M | 4.26% | NEW | |
| 3 | SPYSPDR S&P 500 ETF TR | 9,595 | $6.5M | 4.21% | NEW | |
| 4 | AAPLAPPLE INC | 21,211 | $5.7M | 3.68% | NEW | |
| 5 | MSFTMICROSOFT CORP | 9,145 | $4.4M | 2.84% | NEW | |
| 6 | VTIVANGUARD INDEX FDS | 11,258 | $3.8M | 2.43% | NEW | |
| 7 | VIGVANGUARD SPECIALIZED FUNDS | 17,113 | $3.8M | 2.42% | NEW | |
| 8 | MINTPIMCO ETF TR | 36,608 | $3.7M | 2.36% | NEW | |
| 9 | VUGVANGUARD INDEX FDS | 6,236 | $3.0M | 1.96% | NEW | |
| 10 | IWMISHARES TR | 10,977 | $2.7M | 1.74% | NEW | |
| 11 | AMZNAMAZON COM INC | 10,876 | $2.5M | 1.61% | NEW | |
| 12 | GQ9SPDR GOLD TR | 6,092 | $2.4M | 1.55% | NEW | |
| 13 | PPAINVESCO EXCHANGE TRADED FD | 14,669 | $2.3M | 1.49% | NEW | |
| 14 | VTVVANGUARD INDEX FDS | 12,006 | $2.3M | 1.47% | NEW | |
| 15 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,718 | $2.2M | 1.44% | NEW | |
| 16 | NVDANVIDIA CORPORATION | 11,850 | $2.2M | 1.42% | NEW | |
| 17 | CEGCONSTELLATION ENERGY CORP | 6,246 | $2.2M | 1.41% | NEW | |
| 18 | NLRVANECK ETF TRUST | 17,349 | $2.2M | 1.39% | NEW | |
| 19 | GRIDFIRST TR EXCHANGE TRADED FD | 17,429 | $2.0M | 1.29% | NEW | |
| 20 | BCCCGLOBAL X FDS | 40,469 | $1.9M | 1.25% | NEW | |
| 21 | JHSCJOHN HANCOCK EXCHANGE | 43,937 | $1.8M | 1.19% | NEW | |
| 22 | ABBVABBVIE INC | 7,659 | $1.7M | 1.12% | NEW | |
| 23 | VGTVANGUARD WORLD FD | 2,227 | $1.7M | 1.08% | NEW | |
| 24 | XLFSELECT SECTOR SPDR TR | 30,063 | $1.6M | 1.06% | NEW | |
| 25 | XLVSELECT SECTOR SPDR TR | 10,127 | $1.6M | 1.01% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($5.7244421220993174e+35T)
Unknown0.0% ($24041939826757754880.0T)
Industrials0.0% ($1438544484294258.3T)
Healthcare0.0% ($1742134242.9T)
Consumer Cyclical0.0% ($25101564.5T)
Energy0.0% ($450424.3T)
Consumer Defensive0.0% ($959.6T)
Utilities0.0% ($2.2B)
Communication Services0.0% ($1.1B)
Basic Materials0.0% ($411K)
Real Estate0.0% ($387K)
Filing History
Fund Information
American Institute for Advanced Investment Management, LLP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $155.6M across 150 holdings. The largest position is ISHARES TR (IWF), representing 7.9% of the portfolio. Compared to the previous quarter, the fund opened 150 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.