DOSSIER · 13F-HR · Q3 2026

AMERICAN FINANCIAL & TAX STRATEGIES INC

$217M in tracked AUM across 101 positions as of Q3 2026.

AF
CIK 0000911927 · last filed Sep 30, 2026
Total AUM
$217M
as of Q3 2026
Holdings
101
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

AMERICAN FINANCIAL & TAX STRATEGIES INC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
XSOE
WISDOMTREE TR
$11M241K5.2%
02
BNDX
VANGUARD CHARLOTTE FDS
$11M235K5.1%
03
VONG
VANGUARD SCOTTSDALE FDS
$10M76K4.5%
04
SPYV
SPDR SERIES TRUST
$8M138K3.9%
05
MGK
VANGUARD WORLD FD
$7M81K3.4%
06
COWZ
PACER FDS TR
$7M111K3.4%
07
SPYG
SPDR SERIES TRUST
$7M54K3.1%
08
QHY
WISDOMTREE TR
$7M149K3.0%
09
COMB
GRANITESHARES ETF TR
$6M218K2.8%
10
SPLV
INVESCO EXCH TRADED FD TR II
$6M81K2.6%

Filing history

2026Q3Sep 30
$217M▼ 1.9%
101 positionsView →
2026Q2Jun 30
$221M▲ 7.6%
102 positionsView →
2026Q1Mar 31
$206M▲ 2.5%
97 positionsView →
2025Q4Dec 31
$201M▲ 0.2%
97 positionsView →
2025Q3Sep 30
$200M▲ 3.5%
93 positionsLocked
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