American Asset Management Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), American Asset Management Inc. reported 9 stock positions worth $66.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 61.9% of the portfolio, followed by iShares 20+ Year Treasury BD (TLT, 30.1%) and Alianzim US Eq BFR20 Jan-Usd (JANW, 3.7%). Compared with Q4 2023, it sold out of 1, added to 2 and reduced 3. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +0%) and the biggest sale iShares 20+ Year Treasury BD (TLT, shares −0%).

Most Recent 13F
Q2 2026
Location
Boca Raton, FL
CIK
0001569454
Portfolio Value
$66.9M (Q1 2024)
SEC Filing
0001172661-24-001903 ↗ filed Apr 18, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $66.9M $66.9M Q1 2024 Q2 2024: $84.3M Q2 2024 Q3 2024: $92.6M Q3 2024 Q4 2024: $98.4M Q4 2024 Q1 2025: $100.5M Q1 2025 Q2 2025: $108.4M Q2 2025 Q3 2025: $111.4M Q3 2025 Q4 2025: $117.9M Q4 2025 Q1 2026: $115.2M Q1 2026 Q2 2026: $122.6M Q2 2026

Holdings 9 stocks · $66.9M
SPY SS SPDR S&P 500 ETF Trust-US 61.87% 79,192 $41.4M Add +0.1%
TLT iShares 20+ Year Treasury BD 30.07% 212,774 $20.1M Reduce -0.0%
JANW Alianzim US Eq BFR20 Jan-Usd 3.68% 78,333 $2.5M Add +123.2%
IVV iShares Core S&P 500 ETF 1.18% 1,500 $789K No change
GLD SPDR Gold Shares 0.80% 2,611 $537K Reduce -9.1%
AAPL Apple Inc. 0.76% 2,981 $511K No change
BRK.B Berkshire Hathaway Inc. Class B 0.66% 1,049 $441K Reduce -0.2%
REAL The Realreal Inc. filed as THE REALREAL INC 0.58% 100,000 $391K No change
POCT Innovator U.S. Equity Power 0.39% 6,960 $261K No change

Portfolio Sells Q4 2023 → Q1 2024
TLT iShares 20+ Year Treasury BD Reduce -0.0% 30.07% −3.39
SPTL SS SPDR PF LNG TRM TSY E-Usd Sold out 0.00% −0.82
GLD SPDR Gold Shares Reduce -9.1% 0.80% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.2% 0.66% +0.06

Portfolio Buys Q4 2023 → Q1 2024
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 61.87% +2.09
JANW Alianzim US Eq BFR20 Jan-Usd Add +123.2% 3.68% +1.99

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 33$122.6MJANW, SPY, NVBW, JULW, JUNW
Q1 2026 31$115.2MJANW, SPY, NVBW, JULW, JUNW
Q4 2025 35$117.9MJANW, SPY, NVBW, JULW, JUNW
Q3 2025 30$111.4MJANW, SPY, NVBW, JULW, JUNW
Q2 2025 28$108.4MJANW, SPY, NVBW, JULW, JUNW
Q1 2025 22$100.5MJANW, SPY, NVBW, FEBW, DECW
Q4 2024 22$98.4MJANW, SPY, NVBW, DECW, JULW
Q3 2024 17$92.6MSPY, TLT, JULW, JUNW, MAYW
Q2 2024 15$84.3MSPY, TLT, JULW, JUNW, MAYW
Q1 2024 9$66.9MSPY, TLT, JANW, IVV, GLD