DOSSIER · 13F-HR · Q1 2026

American Investment Services, Inc.

$448M in tracked AUM across 132 positions as of Q1 2026.

AI
CIK 0001369913 · last filed Mar 31, 2026
Total AUM
$448M
as of Q1 2026
Holdings
132
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

American Investment Services, 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
GLDM
WORLD GOLD TR
$44M469K9.7%
02
VUG
VANGUARD INDEX FDS
$35M79K7.7%
03
DFUV
DIMENSIONAL ETF TRUST
$23M480K5.2%
04
VYMI
VANGUARD WHITEHALL FDS
$20M217K4.6%
05
DFIC
DIMENSIONAL ETF TRUST
$14M398K3.2%
06
DFAS
DIMENSIONAL ETF TRUST
$13M179K2.8%
07
DFUS
DIMENSIONAL ETF TRUST
$12M173K2.7%
08
CVX
CHEVRON CORPORATION
$12M57K2.6%
09
VTV
VANGUARD INDEX FDS
$12M60K2.6%
10
VPU
VANGUARD WORLD FD
$11M53K2.4%

Filing history

2026Q1Mar 31
$448M 4.0%
132 positionsView →
2025Q4Dec 31
$431M 142.2%
129 positionsView →
2025Q3Sep 30
$178M 54.6%
62 positionsView →
2025Q2Jun 30
$392M 31.0%
133 positionsLocked
2025Q1Mar 31
$568M 5.1%
157 positionsLocked
2024Q4Dec 31
$599M 0.0%
157 positionsLocked
2024Q3Sep 30
$599M 6.0%
157 positionsLocked
2024Q2Jun 30
$565M 0.1%
156 positionsLocked
2024Q1Mar 31
$564M 6.4%
155 positionsLocked
2023Q4Dec 31
$530M 13.3%
146 positionsLocked
2023Q3Sep 30
$468M 5.1%
134 positionsLocked
2023Q2Jun 30
$494M 1.5%
140 positionsLocked
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