Top Institutional Investors

American Money Management, LLC — 13F Holdings & Portfolio

CIK 1600085 · latest 13F-HR filed 2026-08-13

Backtest portfolio

American Money Management, LLC manages $700.2M in 13F-reported U.S. long-equity assets across 174 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VGSH (5.96%), VCSH (5.48%), AAPL (4.99%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions and exited 12; 78 existing positions rose in reported value and 30 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$700.2M

Long-equity book

Holdings
174

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+18 / −12 / ↑78 / ↓30

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VGSH6.0% · +3%VCSH5.5% · +8%AAPL5.0% · +0%VEA3.6% · +3%BIV3.2% · +3%MSFT3.1% · -4%JCPB3.1% · +3%GOOG2.8% · +23%ASML2.5% · -4%STIP2.1% · +0%TPL2.0% · -2%SCHX2.0% · +2%QUS1.9% · +3%V1.9% · -1%AMAT1.9% · +109%GE1.8% · -5%JPM1.8% · -2%JPEM1.8% · +3%VTI1.8% · -1%MA1.7% · -1%COST1.6% · -2%ABBV1.6% · -1%JNJ1.5% · -2%GOOGL1.5% · -1%SCHM1.4% · -2%IJR1.4% · -3%PM1.4% · -3%HD1.3% · -0%XLK1.2% · +0%META1.2% · +4%MAR1.2% · -4%UNP1.1% · -1%BLK1.1% · -1%SDY1.0% · +5%SPGI1.0% · +5%NVDA1.0% · +38%NOC1.0% · -3%PAYX1.0% · -2%BR1.0% · +5%QUAL1.0% · +3%TSM0.9% · +517%LLY0.9% · +0%ICE0.9% · +20%MCD0.9% · -1%QCOM0.8% · -0%AMZN0.8% · -3%INTU0.7% · -2%DPZ0.6% · -3%IDV0.5% · -7%BRK.B0.5% · -6%WFC0.4% · -0%VO0.4% · +283%MU0.4% · +3%GMOI0.4% · newQQQ0.4% · -0%DHR0.4% · newNXPI0.3% · +0%LNG0.3% · -2%PANW0.3% · -1%TXN0.3% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 36.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 24, 2026.

Assets Under Management
$844.0M
Discretionary
$831.6M
Employees
13
Accounts
1,862
Address
14249 RANCHO SANTA FE FARMS ROAD
RANCHO SANTA FE, CA 92067
Phone
(858) 755-0909
Website
Mailing Address
P.O. BOX 675203, RANCHO SANTA FE, CA, 92067
Name Title / Status Ownership Type
BAIRD, MARNIE, WALTERS ControlCHIEF COMPLIANCE OFFICER
since Sep 2025
Less than 5%Individual
MOORE, MICHAEL, JOHN ControlMEMBER/MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER
since Apr 2006
50–75%Individual
WISDOM, GABRIEL, BENWOOL ControlMEMBER/MANAGING DIRECTOR
since Jan 1999
50–75%Individual
Ownership & leadership changes · 2 filings with changes since Mar 23, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Sep 4, 2025 filing
  • AddedBAIRD, MARNIE, WALTERS · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedMOORE, MICHAEL, JOHN · title MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER → MEMBER/MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER
  • ChangedWISDOM, GABRIEL, BENWOOL · title MEMBER/MANAGER/MANAGING DIRECTOR → MEMBER/MANAGING DIRECTOR
Mar 24, 2016 filing
  • ChangedMOORE, MICHAEL, JOHN · ownership 25–50% → 50–75%
Mar 23, 2012 filing (earliest on record)
  • ListedMOORE, MICHAEL, JOHN · MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • ListedWISDOM, GABRIEL, BENWOOL · MEMBER/MANAGER/MANAGING DIRECTOR · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

American Money Management, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Vanguard Short-Term Treasury ETF VGSH 92206C102 $41.7M 5.96% 716,987 SH
2 Vanguard Short-Term Corporate Bond ETF VCSH 92206C409 $38.4M 5.48% 485,306 SH
3 Apple Computer Inc AAPL 037833100 $35.0M 4.99% 120,845 SH
4 Vanguard FTSE Developed Markets VEA 921943858 $25.3M 3.62% 355,550 SH
5 Vanguard Intermediate Term Bond BIV 921937819 $22.1M 3.16% 288,490 SH
6 Microsoft Corp MSFT 594918104 $22.0M 3.15% 59,044 SH
7 JPMorgan Core Plus Bond ETF JCPB 46641Q670 $21.8M 3.12% 465,390 SH
8 Google Inc Class C GOOG 02079K107 $19.5M 2.78% 55,147 SH
9 A S M L Holding Nv ASML N07059210 $17.4M 2.49% 8,766 SH
10 Ishares 0-5 Year Tips STIP 46429B747 $14.7M 2.11% 144,295 SH
11 Texas Pacific Land Trust TPL 88262P102 $14.3M 2.04% 32,709 SH
12 Schwab US LargeCap ETF SCHX 808524201 $13.9M 1.99% 473,160 SH
13 SPDR MSCI USA StrategicFactors ETF QUS 78468R812 $13.5M 1.93% 72,164 SH
14 Visa Inc. V 92826C839 $13.1M 1.87% 38,117 SH
15 Applied Materials Inc AMAT 038222105 $13.0M 1.86% 17,987 SH
16 General Electric Company GE 369604301 $12.9M 1.85% 34,581 SH
17 J P Morgan Chase & Co JPM 46625H100 $12.9M 1.84% 39,379 SH
18 JPMorgan Emerging Markets ETF JPEM 46641Q308 $12.4M 1.77% 196,972 SH
19 Vanguard Total Stock Mkt Fd VTI 922908769 $12.3M 1.76% 33,311 SH
20 Mastercard Inc MA 57636Q104 $11.8M 1.69% 23,070 SH
21 Costco Whsl Corp New COST 22160K105 $11.0M 1.57% 11,729 SH
22 AbbVie Inc Com ABBV 00287Y109 $10.9M 1.55% 43,177 SH
23 Johnson & Johnson JNJ 478160104 $10.4M 1.48% 40,855 SH
24 Google Inc Class A GOOGL 02079K305 $10.2M 1.46% 28,540 SH
25 Schwab US MidCap ETF SCHM 808524508 $10.0M 1.43% 271,764 SH
26 iShares S&P SmallCap 600 Idx IJR 464287804 $9.6M 1.38% 64,967 SH
27 Philip Morris International PM 718172109 $9.6M 1.37% 52,880 SH
28 Home Depot Inc HD 437076102 $8.8M 1.25% 24,866 SH
29 Technology Select SPDR Fd XLK 81369Y803 $8.2M 1.18% 43,187 SH
30 Meta Platforms Inc Class A META 30303M102 $8.2M 1.17% 14,510 SH
31 Marriott Intl Inc Cl A MAR 571903202 $8.2M 1.17% 22,016 SH
32 Union Pacific Corp UNP 907818108 $7.7M 1.11% 28,453 SH
33 BlackRock Inc BLK 09290D101 $7.7M 1.10% 8,018 SH
34 SPDR S&P Dividend SDY 78464A763 $7.3M 1.04% 47,915 SH
35 S&P Global Inc Com SPGI 78409V104 $7.1M 1.01% 17,445 SH
36 Nvidia Corp NVDA 67066G104 $6.9M 0.98% 34,253 SH
37 Northrop Grumman Corp NOC 666807102 $6.8M 0.98% 13,405 SH
38 Paychex Inc PAYX 704326107 $6.8M 0.97% 69,266 SH
39 Broadridge Financial Solutions, Inc. BR 11133T103 $6.8M 0.97% 49,350 SH
40 iShares Edge MSCI USA Quality Factor ETF QUAL 46432F339 $6.7M 0.96% 30,588 SH
41 Taiwan Semiconductor Inc TSM 874039100 $6.6M 0.94% 13,821 SH
42 Lilly Eli & Company LLY 532457108 $6.1M 0.87% 5,102 SH
43 IntrcontinentalExchange ICE 45866F104 $6.1M 0.87% 49,601 SH
44 Mc Donalds Corp MCD 580135101 $6.1M 0.87% 22,439 SH
45 Qualcomm Inc QCOM 747525103 $5.7M 0.82% 30,886 SH
46 Amazon.com Inc. AMZN 023135106 $5.5M 0.78% 23,042 SH
47 Intuit INTU 461202103 $4.6M 0.66% 17,595 SH
48 Domino s Pizza Inc DPZ 25754A201 $3.9M 0.56% 13,207 SH
49 iShares DJ International Select Div Index IDV 464288448 $3.4M 0.49% 82,327 SH
50 Berkshire Hathaway B BRK.B 084670702 $3.4M 0.48% 6,711 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $700.2M 174 0001162044-26-000691
2026-03-31 2026-05-11 $631.9M 168 0001162044-26-000436
2025-12-31 2026-02-10 $636.3M 166 0001162044-26-000132
2025-09-30 2025-11-10 $599.3M 155 0001162044-25-001154
Filer Information
Address
PO BOX 675203
RANCHO SANTA FE, CA 92067
Phone
(858) 755-0909
Filing Manager
American Money Management, LLC
Rancho Santa Fe, CA
Signatory
Michael Moore
CCO