DOSSIER · 13F-HR · Q2 2026

AMERICAN FINANCIAL & TAX STRATEGIES INC

$221M in tracked AUM across 102 positions as of Q2 2026.

AF
CIK 0000911927 · last filed Jun 30, 2026
Total AUM
$221M
as of Q2 2026
Holdings
102
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

AMERICAN FINANCIAL & TAX STRATEGIES INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
XSOE
WISDOMTREE TR
$12M244K5.4%
02
BNDX
VANGUARD CHARLOTTE FDS
$11M234K5.1%
03
VONG
VANGUARD SCOTTSDALE FDS
$10M76K4.4%
04
SPYV
SPDR SERIES TRUST
$8M138K3.8%
05
MGK
VANGUARD WORLD FD
$7M85K3.4%
06
COWZ
PACER FDS TR
$7M110K3.1%
07
QHY
WISDOMTREE TR
$7M149K3.1%
08
SPYG
SPDR SERIES TRUST
$7M55K2.9%
09
SPLV
INVESCO EXCH TRADED FD TR II
$6M81K2.8%
10
FREL
FIDELITY COVINGTON TRUST
$6M200K2.6%

Filing history

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 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