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American Institute for Advanced Investment Management, LLP — 13F Holdings & Portfolio

CIK 1805824 · latest 13F-HR filed 2026-07-22

Backtest portfolio

American Institute for Advanced Investment Management, LLP manages $173.1M in 13F-reported U.S. long-equity assets across 159 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IWF (7.21%), IWD (4.37%), SPY (4.00%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions and exited 3; 79 existing positions rose in reported value and 24 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
$173.1M

Long-equity book

Holdings
159

Distinct positions

Period
2026-06-30

Filed 2026-07-22

Q/Q Activity
+9 / −3 / ↑79 / ↓24

vs 2026-03-31

Portfolio charts

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

Portfolio map

Q2 26
IWF7.2% · +298%IWD4.4% · -1%SPY4.0% · -3%AAPL3.3% · -1%MINT2.2% · +1%MSFT2.0% · +0%IWM1.9% · -1%VUG1.8% · +501%VTI1.7% · +1%VTV1.6% · +0%VIG1.6% · -5%SMH1.5% · +2%PPA1.5% · +3%MDY1.5% · -1%GRID1.5% · +2%AMZN1.4% · -1%PAVE1.4% · +1%GLD1.3% · -4%JHSC1.3% · -0%NVDA1.2% · -9%BIL1.2% · -14%VGT1.2% · +692%AIQ1.2% · +3%NLR1.2% · +0%ABBV1.0% · -6%IYW1.0% · +2%XLK1.0% · -2%JNJ0.9% · -2%XLF0.9% · -2%CEG0.9% · 0%XLV0.8% · -7%VOT0.8% · +0%VOE0.8% · -0%HD0.8% · -1%ITW0.8% · 0%SPDW0.8% · +9%FTHI0.7% · -0%IGF0.7% · -1%GOOGL0.7% · -1%MCK0.7% · 0%RSP0.7% · -1%SHLD0.7% · -18%PHO0.7% · -1%BUI0.6% · -46%VGK0.6% · 0%BSCR0.6% · +8%MCHP0.6% · 0%IGSB0.6% · +4%SDY0.6% · 0%BSCS0.6% · +16%COST0.6% · -1%NEAR0.6% · +17%CIBR0.6% · -1%EMLP0.6% · +288%QQQ0.6% · +1%AVGO0.5% · -6%BUFD0.5% · -4%CAT0.5% · 0%TOTL0.5% · +3%SOXX0.5% · +21%

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

3 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 = 30.1%

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

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 21, 2026.

Assets Under Management
$309.3M
Discretionary
$278.3M
Employees
2
Accounts
452
Address
7337 E DOUBLETREE RANCH ROAD
SUITE 195
SCOTTSDALE, AZ 85258
Phone
(480) 346-1556
Website
Name Title / Status Ownership Type
HILL, WILLIAM, FLOYD ControlMANAGING GENERAL PARTNER
since Aug 2012
Less than 5%Individual
NAGEL, PHILIP, LEE ControlMANAGING GENERAL PARTNER, CHIEF COMPLIANCE OFFICER
since Aug 2012
Less than 5%Individual
PLN INVESTMENT STRATEGIES, LLCGENERAL PARTNER
since Aug 2012
50–75%Domestic Entity
THE HILL INVESTMENT GROUP, LLCGENERAL PARTNER
since Aug 2012
50–75%Domestic Entity
HILL, WILLIAM, FLOYD Control
Indirect owner via THE HILL INVESTMENT GROUP, LLC
OWNER, MANAGING MEMBER
since Aug 2012
75% or moreIndividual
NAGEL, PHILIP, LEE Control
Indirect owner via PLN INVESTMENT STRATEGIES, LLC
OWNER, MANAGING MEMBER
since Aug 2012
75% or moreIndividual
Ownership & leadership changes · 1 filing with changes since Sep 10, 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 24, 2012 filing
  • AddedHILL, WILLIAM, FLOYD · OWNER, MANAGING MEMBER · 75% or more · indirect via THE HILL INVESTMENT GROUP, LLC · control person
  • AddedNAGEL, PHILIP, LEE · OWNER, MANAGING MEMBER · 75% or more · indirect via PLN INVESTMENT STRATEGIES, LLC · control person
  • AddedPLN INVESTMENT STRATEGIES, LLC · GENERAL PARTNER · 50–75%
  • AddedTHE HILL INVESTMENT GROUP, LLC · GENERAL PARTNER · 50–75%
  • ChangedHILL, WILLIAM, FLOYD · title MANAGING PARTNER → MANAGING GENERAL PARTNER; ownership 50–75% → Less than 5%
  • ChangedNAGEL, PHILIP, LEE · title MANAGING PARTNER, CHIEF COMPLIANCE OFFICER → MANAGING GENERAL PARTNER, CHIEF COMPLIANCE OFFICER; ownership 50–75% → Less than 5%
Sep 10, 2012 filing (earliest on record)
  • ListedHILL, WILLIAM, FLOYD · MANAGING PARTNER · 50–75% · control person
  • ListedNAGEL, PHILIP, LEE · MANAGING PARTNER, CHIEF COMPLIANCE OFFICER · 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.

Top Adds (vs prior quarter)

Show all 79 →

Top Trims

Show all 24 →

New Positions

Show all 9 →

Exited Positions

Show all 3 →

American Institute for Advanced Investment Management, LLP 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 ISHARES TR IWF 464287614 $12.5M 7.21% 100,432 SH
2 ISHARES TR IWD 464287598 $7.6M 4.37% 31,216 SH
3 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $6.9M 4.00% 9,263 SH
4 APPLE INC AAPL 037833100 $5.7M 3.27% 19,550 SH
5 PIMCO ETF TR MINT 72201R833 $3.7M 2.15% 36,958 SH
6 MICROSOFT CORP MSFT 594918104 $3.5M 2.01% 9,309 SH
7 ISHARES TR IWM 464287655 $3.3M 1.89% 10,912 SH
8 VANGUARD INDEX FDS VUG 922908736 $3.1M 1.78% 35,664 SH
9 VANGUARD INDEX FDS VTI 922908769 $3.0M 1.74% 8,144 SH
10 VANGUARD INDEX FDS VTV 922908744 $2.8M 1.64% 13,003 SH
11 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.8M 1.60% 11,666 SH
12 VANECK ETF TRUST SMH 92189F676 $2.7M 1.54% 4,067 SH
13 INVESCO EXCHANGE TRADED FD T PPA 46137V100 $2.7M 1.53% 15,034 SH
14 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $2.6M 1.50% 3,696 SH
15 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $2.5M 1.46% 17,675 SH
16 AMAZON COM INC AMZN 023135106 $2.4M 1.40% 10,154 SH
17 GLOBAL X FDS PAVE 37954Y673 $2.4M 1.39% 40,759 SH
18 SPDR GOLD TR GLD 78463V107 $2.3M 1.31% 6,167 SH
19 JOHN HANCOCK EXCHANGE TRADED JHSC 47804J842 $2.3M 1.31% 46,686 SH
20 NVIDIA CORPORATION NVDA 67066G104 $2.1M 1.23% 10,654 SH
21 SPDR SERIES TRUST BIL 78468R663 $2.1M 1.22% 23,025 SH
22 VANGUARD WORLD FD VGT 92204A702 $2.1M 1.20% 17,408 SH
23 GLOBAL X FDS AIQ 37954Y632 $2.0M 1.18% 31,042 SH
24 VANECK ETF TRUST NLR 92189F601 $2.0M 1.17% 17,428 SH
25 ABBVIE INC ABBV 00287Y109 $1.8M 1.05% 7,204 SH
26 ISHARES TR IYW 464287721 $1.7M 1.01% 6,929 SH
27 SELECT SECTOR SPDR TR XLK 81369Y803 $1.7M 1.00% 9,050 SH
28 JOHNSON & JOHNSON JNJ 478160104 $1.6M 0.93% 6,340 SH
29 SELECT SECTOR SPDR TR XLF 81369Y605 $1.5M 0.88% 28,558 SH
30 CONSTELLATION ENERGY CORP CEG 21037T109 $1.5M 0.87% 6,021 SH
31 SELECT SECTOR SPDR TR XLV 81369Y209 $1.5M 0.85% 9,267 SH
32 VANGUARD INDEX FDS VOT 922908538 $1.4M 0.83% 4,706 SH
33 VANGUARD INDEX FDS VOE 922908512 $1.3M 0.78% 6,795 SH
34 HOME DEPOT INC HD 437076102 $1.3M 0.77% 10,001 SH
35 ILLINOIS TOOL WKS INC ITW 452308109 $1.3M 0.76% 4,840 SH
36 SPDR INDEX SHS FDS SPDW 78463X889 $1.3M 0.75% 25,877 SH
37 FIRST TR EXCHANGE TRADED FD FTHI 33738R308 $1.3M 0.74% 52,115 SH
38 ISHARES TR IGF 464288372 $1.3M 0.73% 18,867 SH
39 ALPHABET INC GOOGL 02079K305 $1.2M 0.72% 3,587 SH
40 MCKESSON CORP MCK 58155Q103 $1.2M 0.70% 1,600 SH
41 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $1.2M 0.68% 5,551 SH
42 GLOBAL X FDS SHLD 37960A529 $1.1M 0.66% 19,237 SH
43 INVESCO EXCHANGE TRADED FD T PHO 46137V142 $1.1M 0.65% 16,330 SH
44 BLACKROCK UTILS INFRASTRUCTU BUI 09248D104 $1.1M 0.64% 38,140 SH
45 VANGUARD INTL EQUITY INDEX F VGK 922042874 $1.1M 0.64% 12,484 SH
46 INVESCO EXCH TRD SLF IDX FD BSCR 46138J783 $1.1M 0.62% 54,538 SH
47 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $1.1M 0.62% 11,706 SH
48 ISHARES TR IGSB 464288646 $1.1M 0.62% 20,362 SH
49 SPDR SERIES TRUST SDY 78464A763 $1.0M 0.60% 6,850 SH
50 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $1.0M 0.60% 50,746 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $173.1M 159 0001214659-26-008788
2026-03-31 2026-04-24 $154.3M 153 0001214659-26-005031
2025-12-31 2026-02-04 $155.6M 150 0001214659-26-001152
Filer Information
Address
7337 E DOUBLETREE RANCH RD. STE 195
SCOTTSDALE, AZ 85258
Phone
(480) 346-1556
Filing Manager
American Institute for Advanced Investment Management, LLP
Scottsdale, AZ
Signatory
Philip L Nagel
Chief Compliance Officer