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 Institute for Advanced Investment Management, LLP (CIK 1805824) reported $154.3M across 152 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWF ($10.8M, 6.97%), IWD ($6.7M, 4.37%), SPY ($6.2M, 4.01%), AAPL ($5.0M, 3.24%), MINT ($3.7M, 2.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $10.8M | 6.97% | 25,240 | Trimmed |
| 2 | IWD | ISHARES TR | $6.7M | 4.37% | 31,537 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $6.2M | 4.01% | 9,512 | Trimmed |
| 4 | AAPL | APPLE INC | $5.0M | 3.24% | 19,720 | Trimmed |
| 5 | MINT | PIMCO ETF TR | $3.7M | 2.39% | 36,728 | Added |
| 6 | MSFT | MICROSOFT CORP | $3.4M | 2.23% | 9,299 | Added |
| 7 | GLD | SPDR GOLD TR | $2.7M | 1.77% | 6,392 | Added |
| 8 | IWM | ISHARES TR | $2.7M | 1.76% | 10,977 | Hold |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $2.6M | 1.71% | 12,286 | Trimmed |
| 10 | VUG | VANGUARD INDEX FDS | $2.6M | 1.68% | 5,934 | Trimmed |
| 11 | VTI | VANGUARD INDEX FDS | $2.6M | 1.68% | 8,086 | Trimmed |
| 12 | VTV | VANGUARD INDEX FDS | $2.5M | 1.65% | 12,945 | Added |
| 13 | BIL | SPDR SERIES TRUST | $2.4M | 1.58% | 26,670 | Added |
| 14 | PPA | INVESCO EXCHANGE TRADED FD T | $2.4M | 1.57% | 14,579 | Trimmed |
| 15 | NLR | VANECK ETF TRUST | $2.3M | 1.50% | 17,343 | Trimmed |
| 16 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.3M | 1.49% | 3,718 | Hold |
| 17 | AMZN | AMAZON COM INC | $2.1M | 1.38% | 10,229 | Trimmed |
| 18 | GRID | FIRST TR EXCHANGE-TRADED FD | $2.1M | 1.37% | 17,379 | Trimmed |
| 19 | PAVE | GLOBAL X FDS | $2.1M | 1.33% | 40,474 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $2.0M | 1.32% | 11,682 | Trimmed |
| 21 | JHSC | JOHN HANCOCK EXCHANGE TRADED | $2.0M | 1.30% | 46,904 | Added |
| 22 | CEG | CONSTELLATION ENERGY CORP | $1.7M | 1.10% | 6,021 | Trimmed |
| 23 | ABBV | ABBVIE INC | $1.7M | 1.08% | 7,659 | Hold |
| 24 | SHLD | GLOBAL X FDS | $1.7M | 1.07% | 23,332 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $1.6M | 1.03% | 6,485 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31