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.
Asset Management Group, Inc. (CIK 1511550) reported $618.5M across 138 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VBR ($33.2M, 5.36%), AAPL ($23.3M, 3.77%), QQQ ($23.3M, 3.76%), IWS ($22.1M, 3.58%), IJH ($20.1M, 3.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VBR | VANGUARD INDEX FDS | $33.2M | 5.36% | 152,663 | Added |
| 2 | AAPL | APPLE INC | $23.3M | 3.77% | 91,941 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $23.3M | 3.76% | 40,301 | Added |
| 4 | IWS | ISHARES TR | $22.1M | 3.58% | 151,776 | Trimmed |
| 5 | IJH | ISHARES TR | $20.1M | 3.25% | 297,985 | Added |
| 6 | IVV | ISHARES TR | $19.7M | 3.19% | 30,200 | Trimmed |
| 7 | VBK | VANGUARD INDEX FDS | $17.8M | 2.88% | 58,988 | Trimmed |
| 8 | VOE | VANGUARD INDEX FDS | $17.7M | 2.85% | 95,781 | Trimmed |
| 9 | VO | VANGUARD INDEX FDS | $16.5M | 2.67% | 57,544 | Added |
| 10 | SCHP | SCHWAB STRATEGIC TR | $16.5M | 2.66% | 618,527 | Added |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $16.4M | 2.66% | 76,408 | Trimmed |
| 12 | SCHM | SCHWAB STRATEGIC TR | $15.7M | 2.54% | 507,857 | Trimmed |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $15.2M | 2.46% | 191,810 | Added |
| 14 | SSO | PROSHARES TR | $14.9M | 2.41% | 287,739 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $14.1M | 2.28% | 43,937 | Trimmed |
| 16 | VB | VANGUARD INDEX FDS | $13.6M | 2.19% | 51,785 | Trimmed |
| 17 | IJJ | ISHARES TR | $11.9M | 1.92% | 89,492 | Trimmed |
| 18 | DPZ | DOMINOS PIZZA INC | $11.6M | 1.88% | 32,393 | Added |
| 19 | IVE | ISHARES TR | $10.9M | 1.76% | 51,514 | Trimmed |
| 20 | BIV | VANGUARD BD INDEX FDS | $10.5M | 1.70% | 136,415 | Added |
| 21 | IJS | ISHARES TR | $10.0M | 1.62% | 84,406 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $8.5M | 1.38% | 40,962 | Added |
| 23 | TIP | ISHARES TR | $8.3M | 1.34% | 74,894 | Trimmed |
| 24 | EFAV | ISHARES TR | $7.7M | 1.25% | 84,284 | Trimmed |
| 25 | CAT | CATERPILLAR INC | $7.7M | 1.24% | 10,801 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31