DOSSIER · 13F-HR · Q1 2026

AMERICAN FINANCIAL & TAX STRATEGIES INC

$206M in tracked AUM across 97 positions as of Q1 2026.

AF
CIK 0000911927 · last filed Mar 31, 2026
Total AUM
$206M
as of Q1 2026
Holdings
97
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

AMERICAN FINANCIAL & TAX STRATEGIES INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BNDX
VANGUARD CHARLOTTE FDS
$11M234K5.5%
02
XSOE
WISDOMTREE TR
$10M245K4.8%
03
VONG
VANGUARD SCOTTSDALE FDS
$9M80K4.3%
04
SPYV
SPDR SERIES TRUST
$8M139K3.8%
05
COWZ
PACER FDS TR
$7M110K3.3%
06
QHY
WISDOMTREE TR
$7M150K3.3%
07
MGK
VANGUARD WORLD FD
$7M18K3.2%
08
SPLV
INVESCO EXCH TRADED FD TR II
$6M82K2.9%
09
SPYG
SPDR SERIES TRUST
$6M59K2.8%
10
COMB
GRANITESHARES ETF TR
$6M221K2.8%

Filing history

2026Q1Mar 31
$206M 2.5%
97 positionsView →
2025Q4Dec 31
$201M 0.2%
97 positionsView →
2025Q3Sep 30
$200M 3.5%
93 positionsView →
2025Q2Jun 30
$194M 4.0%
91 positionsLocked
2025Q1Mar 31
$186M 3.6%
91 positionsLocked
2024Q4Dec 31
$193M 2.1%
90 positionsLocked
2024Q3Sep 30
$197M 3.9%
92 positionsLocked
2024Q2Jun 30
$190M 1.8%
93 positionsLocked
2024Q1Mar 31
$186M 6.4%
91 positionsLocked
2023Q4Dec 31
$175M
90 positionsLocked