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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, exited 3, added to 79, and trimmed 24.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$1.7M +15.9%
  • VANECK ETF TRUST$1.1M +75.2%
  • ISHARES TR$829.2K +12.3%
  • FIRST TR EXCHANGE-TRADED FD$738.3K +286.6%
  • STATE STR SPDR S&P 500 ETF T$731.3K +11.8%
Show all 79 →

Top Trims

  • GLOBAL X FDS-$504.2K -30.5%
  • SPDR GOLD TR-$461.8K -16.9%
  • SPDR SERIES TRUST-$334.0K -13.7%
  • VANECK ETF TRUST-$288.6K -12.5%
  • FIRST TR EXCHANGE-TRADED FD-$257.5K -39.1%
Show all 24 →

New Positions

  • FIRST TR EXCHANGE-TRADED FD$663.3K
  • MICRON TECHNOLOGY INC$655.6K
  • FIRST TR EXCHANGE-TRADED FD$647.6K
  • GLOBAL X FDS$580.1K
  • TEXAS INSTRS INC$293.6K
Show all 9 →

Exited Positions

  • HONEYWELL INTL INC$299.5K
  • SHELL PLC$224.1K
  • BLACKROCK UTILS INFRASTRUCTU$264
Show all 3 →
All Holdings

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