AMERICAN FINANCIAL & TAX STRATEGIES INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, AMERICAN FINANCIAL & TAX STRATEGIES INC held in its portfolio 89 assets valued at $200,688,194 (i.e. $200.69M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($21.72M), VANGUARD CHARLOTTE FDS ($11.34M), and WISDOMTREE TR ($9.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 89 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
AMERICAN FINANCIAL & TAX STRATEGIES INC - Stock Holdings in 13F Filings (SEC)
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 306857 | 21724082 | STATE STREET SPD |
| VANGUARD CHARLOTTE FDS | 234773 | 11344210 | TOTAL INT BD ETF |
| WISDOMTREE TR | 250836 | 9787640 | EM EX ST-OWNED |
| VANGUARD SCOTTSDALE FDS | 80384 | 9786765 | VNG RUS1000GRW |
| VANGUARD WORLD FD | 17602 | 7265371 | MEGA GRWTH IND |
| PACER FDS TR | 111507 | 6709382 | US CASH COWS 100 |
| INVESCO EXCH TRADED FD TR II | 83767 | 5982603 | S&P500 LOW VOL |
| VANGUARD MUN BD FDS | 114104 | 5738265 | TAX EXEMPT BD |
| FIDELITY COVINGTON TRUST | 200845 | 5400719 | MSCI RL EST ETF |
| ISHARES TR | 49926 | 5194301 | MORNINGSTAR GRWT |
| VANGUARD WHITEHALL FDS | 73568 | 4960680 | EM MK GOV BD ETF |
| GRANITESHARES ETF TR | 222771 | 4702696 | BBG COMMD K 1 |
| VANGUARD WHITEHALL FDS | 48182 | 4406269 | INTL DVD ETF |
| VANGUARD BD INDEX FDS | 58968 | 4367760 | TOTAL BND MRKT |
| ISHARES TR | 34964 | 4251972 | CORE HIGH DV ETF |
| PACER FDS TR | 98888 | 3824988 | DEVELOPED MRKT |
| SCHWAB STRATEGIC TR | 76404 | 3454224 | FUNDAMENTAL INTL |
| SCHWAB STRATEGIC TR | 113800 | 3369618 | US LCAP VA ETF |
| VANGUARD INDEX FDS | 15718 | 3328922 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 10967 | 3313240 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 11499 | 3209901 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 18071 | 3205204 | MCAP VL IDXVIP |
| FRANKLIN TEMPLETON ETF TR | 120697 | 3001734 | FRANKLIN DYN MUN |
| FRANKLIN TEMPLETON ETF TR | 123221 | 2885836 | SENIOR LOAN ETF |
| WISDOMTREE TR | 64184 | 2827299 | YIELD ENHANCD US |
| ISHARES TR | 23606 | 2689235 | EAFE GRWTH ETF |
| ABRDN ETFS | 125922 | 2459257 | BBRG ALL COMD K1 |
| VANGUARD BD INDEX FDS | 28694 | 2261367 | SHORT TRM BOND |
| ISHARES TR | 27216 | 2110056 | EAFE SML CP ETF |
| PACER FDS TR | 45928 | 2037825 | US SMALL CAP CAS |
| ISHARES TR | 28327 | 2022849 | EAFE VALUE ETF |
| ISHARES TR | 13896 | 1961489 | S&P SML 600 GWT |
| VANGUARD ADMIRAL FDS INC | 17848 | 1744820 | SMLCP 600 VAL |
| SCHWAB STRATEGIC TR | 37914 | 1726202 | INTL SCEQT ETF |
| INVESCO EXCH TRADED FD TR II | 76773 | 1713113 | NY AMT FRE MUN |
| CISCO SYS INC | 19980 | 1539059 | COM |
| SELECT SECTOR SPDR TR | 32017 | 1451948 | STATE STREET MAT |
| EXXON MOBIL CORP | 11558 | 1390890 | COM |
| GRANITESHARES GOLD TR | 32678 | 1388488 | SHS BEN INT |
| ISHARES TR | 2824 | 1336599 | RUS 1000 GRW ETF |
| SPDR INDEX SHS FDS | 28392 | 1329030 | PORTFOLIO EMG MK |
| VANGUARD INDEX FDS | 14523 | 1285140 | REAL ESTATE ETF |
| PHILIP MORRIS INTL INC | 7647 | 1226579 | COM |
| ISHARES TR | 10789 | 1188793 | IBOXX INV CP ETF |
| APPLE INC | 4150 | 1128250 | COM |
| AMAZON COM INC | 4517 | 1042614 | COM |
| DBX ETF TR | 44776 | 1039251 | XTRACK INTL REAL |
| VANGUARD ADMIRAL FDS INC | 9419 | 951370 | MIDCP 400 VAL |
| ALTRIA GROUP INC | 16447 | 948334 | COM |
| ISHARES TR | 17556 | 877951 | CORE INTL AGGR |
| VANGUARD SCOTTSDALE FDS | 3511 | 828505 | VNG RUS2000GRW |
| VULCAN MATLS CO | 2688 | 766671 | COM |
| INVESCO EXCH TRADED FD TR II | 20799 | 731085 | S&P INTL QULTY |
| TESLA INC | 1620 | 728546 | COM |
| ISHARES INC | 15398 | 706306 | JP MRG EM CRP BD |
| VANGUARD INTL EQUITY INDEX F | 13046 | 701349 | FTSE EMR MKT ETF |
| ISHARES TR | 7244 | 697404 | JPMORGAN USD EMG |
| VANGUARD INDEX FDS | 1366 | 666414 | GROWTH ETF |
| ISHARES TR | 4881 | 642291 | S&P MC 400VL ETF |
| VANECK ETF TRUST | 7484 | 641903 | GOLD MINERS ETF |
| ISHARES TR | 23082 | 539766 | ESG AWRE USD ETF |
| ISHARES TR | 5406 | 523733 | S&P MC 400GR ETF |
| VANGUARD NY TAX FREE FDS | 5000 | 516150 | TAX EXEMPT BD |
| NUSHARES ETF TR | 11400 | 513570 | NUVEEN ESG LRGVL |
| VANGUARD ADMIRAL FDS INC | 4074 | 489697 | MIDCP 400 GRTH |
| MICROSOFT CORP | 972 | 470079 | COM |
| VANGUARD INDEX FDS | 1796 | 463293 | SMALL CP ETF |
| MONDELEZ INTL INC | 8579 | 461808 | CL A |
| COCA COLA CO | 5865 | 410022 | COM |
| ALPHABET INC | 1285 | 402341 | CAP STK CL A |
| VANGUARD INTL EQUITY INDEX F | 8763 | 401696 | GLB EX US ETF |
| NUSHARES ETF TR | 4046 | 395699 | NUVEEN ESG LRGCP |
| SCHWAB STRATEGIC TR | 11488 | 374739 | US LCAP GR ETF |
| ISHARES TR | 2553 | 360330 | SELECT DIVID ETF |
| ISHARES TR | 2630 | 360152 | RUS MD CP GR ETF |
| SPDR INDEX SHS FDS | 6932 | 349830 | MSCI EAFE FS ETF |
| ISHARES TR | 3602 | 346765 | RUS MID CAP ETF |
| VANECK ETF TRUST | 13167 | 320419 | GREEN BOND ETF |
| ISHARES TR | 3355 | 319027 | ESG AW MSCI EAFE |
| VANGUARD INTL EQUITY INDEX F | 4119 | 302994 | ALLWRLD EX US |
| ISHARES TR | 3200 | 301952 | MORNINGSTAR VALU |
| VANGUARD INDEX FDS | 1031 | 299248 | MID CAP ETF |
| BERKSHIRE HATHAWAY INC DEL | 545 | 273944 | CL B NEW |
| LEGG MASON ETF INVT | 3245 | 267184 | CLEARBRIDGE LRG |
| ISHARES TR | 15583 | 256029 | GL CLEAN ENE ETF |
| GOLDMAN SACHS GROUP INC | 277 | 243483 | COM |
| SCHWAB STRATEGIC TR | 8038 | 241703 | US MID-CAP ETF |
| NVIDIA CORPORATION | 1292 | 240958 | COM |
| ALPHABET INC | 755 | 236919 | CAP STK CL C |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.