DOSSIER · 13F-HR · Q2 2026

American Investment Services, Inc.

$473M in tracked AUM across 133 positions as of Q2 2026.

AI
CIK 0001369913 · last filed Jun 30, 2026
Total AUM
$473M
as of Q2 2026
Holdings
133
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

American Investment Services, 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
GLDM
WORLD GOLD TR
$39M492K8.2%
02
VUG
VANGUARD INDEX FDS
$39M452K8.2%
03
DFUV
DIMENSIONAL ETF TRUST
$26M475K5.5%
04
VYMI
VANGUARD WHITEHALL FDS
$20M207K4.3%
05
DFAS
DIMENSIONAL ETF TRUST
$15M184K3.2%
06
DFIC
DIMENSIONAL ETF TRUST
$15M404K3.2%
07
DFUS
DIMENSIONAL ETF TRUST
$15M182K3.1%
08
VTV
VANGUARD INDEX FDS
$13M60K2.8%
09
DFGR
DIMENSIONAL ETF TRUST
$11M387K2.4%
10
DFEM
DIMENSIONAL ETF TRUST
$11M269K2.3%

Filing history

2026Q2Jun 30
$473M 5.6%
133 positionsView →
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
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