Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AMERICAN FINANCIAL & TAX STRATEGIES INC (CIK 911927) reported $205.8M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BNDX ($11.2M, 5.46%), XSOE ($9.8M, 4.78%), VONG ($8.8M, 4.28%), SPYV ($7.8M, 3.81%), COWZ ($6.9M, 3.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BNDX | VANGUARD CHARLOTTE FDS | $11.2M | 5.46% | 233,767 | Trimmed |
| 2 | XSOE | WISDOMTREE TR | $9.8M | 4.78% | 245,250 | Trimmed |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | $8.8M | 4.28% | 80,362 | Trimmed |
| 4 | SPYV | SPDR SERIES TRUST | $7.8M | 3.81% | 138,682 | Trimmed |
| 5 | COWZ | PACER FDS TR | $6.9M | 3.35% | 110,060 | Trimmed |
| 6 | QHY | WISDOMTREE TR | $6.8M | 3.31% | 149,652 | New |
| 7 | MGK | VANGUARD WORLD FD | $6.6M | 3.23% | 18,082 | Added |
| 8 | SPLV | INVESCO EXCH TRADED FD TR II | $6.0M | 2.91% | 81,898 | Trimmed |
| 9 | SPYG | SPDR SERIES TRUST | $5.8M | 2.82% | 59,171 | Trimmed |
| 10 | COMB | GRANITESHARES ETF TR | $5.8M | 2.81% | 220,507 | Trimmed |
| 11 | VTEB | VANGUARD MUN BD FDS | $5.7M | 2.76% | 113,640 | Trimmed |
| 12 | FREL | FIDELITY COVINGTON TRUST | $5.4M | 2.61% | 199,741 | Trimmed |
| 13 | VWOB | VANGUARD WHITEHALL FDS | $4.8M | 2.35% | 73,483 | Trimmed |
| 14 | ILCG | ISHARES TR | $4.7M | 2.30% | 49,561 | Trimmed |
| 15 | HDV | ISHARES TR | $4.6M | 2.22% | 33,666 | Trimmed |
| 16 | VIGI | VANGUARD WHITEHALL FDS | $4.3M | 2.09% | 48,636 | Added |
| 17 | BND | VANGUARD BD INDEX FDS | $4.2M | 2.07% | 57,709 | Trimmed |
| 18 | ICOW | PACER FDS TR | $4.0M | 1.95% | 94,770 | Trimmed |
| 19 | FNDF | SCHWAB STRATEGIC TR | $3.6M | 1.76% | 73,938 | Trimmed |
| 20 | SCHV | SCHWAB STRATEGIC TR | $3.3M | 1.63% | 109,752 | Trimmed |
| 21 | VBR | VANGUARD INDEX FDS | $3.3M | 1.61% | 15,257 | Trimmed |
| 22 | VOE | VANGUARD INDEX FDS | $3.3M | 1.58% | 17,665 | Trimmed |
| 23 | VBK | VANGUARD INDEX FDS | $3.2M | 1.56% | 10,608 | Trimmed |
| 24 | FLMI | FRANKLIN TEMPLETON ETF TR | $3.0M | 1.44% | 119,446 | Trimmed |
| 25 | BCI | ABRDN ETFS | $2.9M | 1.43% | 121,434 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31