13F Insight
DOSSIER · 13F-HR · Q2 2026

American Institute for Advanced Investment Management, LLP

$173M in tracked AUM across 159 positions as of Q2 2026.

AI
CIK 0001805824 · last filed Jun 30, 2026
Total AUM
$173M
as of Q2 2026
Holdings
159
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

American Institute for Advanced Investment Management, LLP 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
IWF
ISHARES TR
$12M100K7.2%02
IWD
ISHARES TR
$8M31K4.4%03
SPY
STATE STR SPDR S&P 500 ETF T
$7M9K4.0%04
AAPL
APPLE INC
$6M20K3.3%05
MINT
PIMCO ETF TR
$4M37K2.2%06
MSFT
MICROSOFT CORP
$3M9K2.0%07
IWM
ISHARES TR
$3M11K1.9%08
VUG
VANGUARD INDEX FDS
$3M36K1.8%09
VTI
VANGUARD INDEX FDS
$3M8K1.7%10
VTV
VANGUARD INDEX FDS
$3M13K1.6%

Filing history

2026Q2Jun 30
$173M▲ 12.1%
159 positionsView →2026Q1Mar 31
$154M▼ 0.8%
153 positionsView →2025Q4Dec 31
$156M▲ 1.9%
150 positionsView →2025Q3Sep 30
$153M▲ 8.0%
147 positionsView →2025Q2Jun 30
$141M▲ 7.9%
146 positionsLocked2025Q1Mar 31
$131M▼ 2.3%
143 positionsLocked2024Q4Dec 31
$134M▼ 4.0%
132 positionsLocked2024Q3Sep 30
$140M▲ 7.0%
140 positionsLocked2024Q2Jun 30
$131M▲ 3.3%
133 positionsLocked2024Q1Mar 31
$127M▲ 11.7%
128 positionsLocked2023Q4Dec 31
$113M▲ 4.9%
120 positionsLocked2023Q3Sep 30
$108M▼ 5.6%
115 positionsLocked
Showing 12 of 27