American Institute for Advanced Investment Management, LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), American Institute for Advanced Investment Management, LLP reported 146 stock positions worth $141.4 million. Its top holding was iShares Russell 1000 Growth (IWF) at 8.1% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 4.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.3%). Compared with Q1 2025, it opened 11 new positions, sold out of 8, added to 35 and reduced 56. The biggest buy was iShares Russell 1000 Growth (IWF, shares +1%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Scottsdale, AZ
- CIK
- 0001805824
- Portfolio Value
- $141.4M (Q2 2025)
- SEC Filing
- 0001214659-25-011476 ↗ filed Aug 5, 2025
Holdings Value
Holdings 146 stocks · $141.4M
| IWF iShares Russell 1000 Growth | 8.11% | 27,005 | $11.5M | Add +0.8% |
| IWD iShares Russell 1000 Value E | 4.63% | 33,693 | $6.5M | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.28% | 9,804 | $6.1M | Add +0.6% |
| MSFT Microsoft Corp. | 3.33% | 9,459 | $4.7M | Reduce -0.3% |
| AAPL Apple Inc. | 3.27% | 22,562 | $4.6M | Reduce -0.2% |
| MINT PIMCO Enhanced Short Maturit | 2.63% | 36,941 | $3.7M | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 2.51% | 11,677 | $3.5M | Reduce -0.4% |
| VIG Vanguard Dividend Apprec ETF | 2.50% | 17,257 | $3.5M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.98% | 6,386 | $2.8M | Add +0.8% |
| AMZN Amazon.com Inc. | 1.77% | 11,427 | $2.5M | Reduce -0.4% |
| IWM iShares Russell 2000 ETF | 1.75% | 11,479 | $2.5M | Reduce -1.8% |
| CEG Constellation Energy | 1.54% | 6,767 | $2.2M | Reduce -5.7% |
| PPA Invesco Aerospace & Defense | 1.53% | 15,238 | $2.2M | Add +1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.52% | 12,179 | $2.2M | Add +3.0% |
| MDY State Street SPDR S&P Midcap | 1.52% | 3,781 | $2.1M | Reduce -1.4% |
| NVDA Nvidia Corp. | 1.32% | 11,779 | $1.9M | Add +6.2% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 1.32% | 16,731 | $1.9M | Reduce -7.5% |
| GRID First TRST Nasd Class Edg Sgiif | 1.28% | 26,540 | $1.8M | Add +14.3% |
| PAVE Global X US Infrastructure | 1.27% | 41,312 | $1.8M | Reduce -0.2% |
| JHSC John Hancock Multi Small Cap | 1.24% | 44,940 | $1.8M | Reduce -0.2% |
| ITW Illinois Tool Works | 1.20% | 6,840 | $1.7M | No change |
| HD Home Depot Inc. | 1.15% | 4,435 | $1.6M | Reduce -0.1% |
| GLD SPDR Gold Shares | 1.12% | 5,249 | $1.6M | Add +7.5% |
| XLF SS Financial Select Sector | 1.11% | 29,905 | $1.6M | Reduce -13.4% |
| ABBV Abbvie Inc. | 1.04% | 7,934 | $1.5M | Reduce -0.1% |
| RSP Invesco S&P 500 Equal Weight | 1.04% | 8,054 | $1.5M | Add +1.2% |
| VGT Vanguard Info Tech ETF | 1.02% | 2,179 | $1.4M | Reduce -0.4% |
| XLV SS Health Care Select Sector | 1.02% | 10,671 | $1.4M | Reduce -0.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.96% | 4,777 | $1.4M | Reduce -0.2% |
| FTHI Fthi/First Trust Exchange-TR | 0.87% | 53,820 | $1.2M | Reduce -1.6% |
| PHO Invesco Water Resources ETF | 0.87% | 17,495 | $1.2M | Reduce -1.4% |
| XLK SS Technology Select Sector | 0.85% | 4,750 | $1.2M | Reduce -2.8% |
| IYW iShares Ustechnology ETF | 0.83% | 6,733 | $1.2M | Reduce -3.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.79% | 6,774 | $1.1M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.77% | 1,095 | $1.1M | Add +1.4% |
| VDE Vanguard Energy ETF | 0.75% | 8,951 | $1.1M | Reduce -17.8% |
| SMH Vaneck Semiconductor ETF | 0.75% | 3,800 | $1.1M | Reduce -37.8% |
| JNJ Johnson & Johnson | 0.69% | 6,425 | $981K | Add +1.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.69% | 30,860 | $981K | Reduce -2.3% |
| SDY SS SPDR S&P Dividend ETF | 0.69% | 7,185 | $975K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.67% | 9,245 | $948K | Reduce -14.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.66% | 17,563 | $927K | Reduce -3.0% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.59% | 16,400 | $838K | No change |
| PTLC Pacer Trendpilot US Large Ca | 0.59% | 16,474 | $836K | No change |
| MCHP Microchip Technology Inc. | 0.59% | 11,839 | $833K | Reduce -4.3% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.57% | 30,572 | $812K | Reduce -2.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.57% | 10,635 | $804K | Add +3.3% |
| BSCR Invesco Bulletshares 2027 CB | 0.56% | 40,461 | $795K | Add +11.1% |
| AVGO Broadcom Inc. | 0.55% | 2,835 | $781K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.53% | 2,668 | $747K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 1,508 | $733K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.52% | 1 | $729K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.51% | 1,310 | $723K | Reduce -0.4% |
| SHLD Global X Defense Tech ETF | 0.50% | 11,630 | $701K | New |
| PFFD Global X US Preferred ETF | 0.49% | 36,908 | $695K | No change |
| DLR Digital Realty Trust Inc. | 0.49% | 3,975 | $693K | Reduce -38.0% |
| FJP First Trust Japan | 0.49% | 11,600 | $693K | Reduce -14.7% |
| TOTL SS Doubleline TR Tact ETF | 0.48% | 17,002 | $682K | Add +2.3% |
| BSCQ Invesco Bulletshares 2026 CB | 0.48% | 34,693 | $677K | Add +7.3% |
| GOOGL Alphabet Inc. Class A | 0.47% | 3,832 | $667K | Reduce -4.8% |
| BSV Vanguard Short-Term Bond ETF | 0.47% | 8,378 | $659K | Reduce -2.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.46% | 31,785 | $651K | Add +6.7% |
| FTCS First Trust Capital Strength | 0.46% | 7,128 | $648K | Reduce -3.4% |
| RZV Invesco S&P Smallcap 600 Pur | 0.45% | 6,050 | $634K | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.45% | 5,775 | $631K | Reduce -9.9% |
| CVX Chevron Corp. | 0.42% | 4,186 | $599K | Reduce -29.4% |
| BSCP Invesco Bulletshares 2025 CB | 0.42% | 28,968 | $599K | Add +3.3% |
| WMT Walmart Inc. | 0.41% | 5,885 | $575K | No change |
| ORCL Oracle Corp. | 0.38% | 2,488 | $544K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.37% | 5,735 | $526K | Reduce -12.1% |
| VOO Vanguard S&P 500 ETF | 0.37% | 923 | $524K | Reduce -0.4% |
| XLI SS Industrial Select Sector | 0.37% | 3,502 | $517K | No change |
| WM Waste Management Inc. | 0.36% | 2,250 | $515K | Add +5.9% |
| IEF iShares 7-10 Year Treasury B | 0.36% | 5,305 | $508K | Reduce -9.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.36% | 12,518 | $507K | Add +45.6% |
| IGF iShares Global Infrastructur | 0.36% | 8,540 | $506K | New |
| VYM Vanguard High DVD Yield ETF | 0.36% | 3,765 | $502K | No change |
| FTA First Trust L C Val Alp | 0.35% | 6,260 | $492K | Reduce -12.4% |
| PG The Procter & Gamble Co. | 0.34% | 3,037 | $484K | No change |
| ET Energy Transfer LP | 0.34% | 26,251 | $476K | Reduce -3.0% |
| JPM JPMorgan Chase & Co. | 0.34% | 1,638 | $475K | No change |
| FPEI First Trust Institutional PR | 0.33% | 24,750 | $470K | No change |
| CB Chubb Ltd. | 0.33% | 1,575 | $465K | Add +6.4% |
| EPD Enterprise Products Partners | 0.32% | 14,810 | $459K | Add +7.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 1,539 | $454K | No change |
| FPE FT-Preferred Secur & Inc. ETF | 0.32% | 25,425 | $453K | Add +3.5% |
| WCMI FT WCM International ETF | 0.32% | 28,395 | $452K | New |
| XLE SS Energy Select Sector | 0.32% | 5,310 | $450K | Reduce -9.7% |
| LDUR PIMCO Enhanced Low Duration | 0.30% | 4,423 | $424K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 3,000 | $409K | Add +7.1% |
| VGK Vanguard Ftse Europe ETF | 0.28% | 5,035 | $390K | New |
| BSCT Invesco Bulletshares 2029 CB | 0.28% | 20,845 | $390K | No change |
| ETN Eaton Corp. PLC | 0.27% | 1,087 | $388K | Reduce -0.9% |
| MCD McDonald's Corp. | 0.27% | 1,325 | $387K | No change |
| TY Tri-Continental Corp. | 0.26% | 11,723 | $371K | Add +2.5% |
| ABT Abbott Laboratories | 0.26% | 2,721 | $370K | No change |
| MLM Martin Marietta Materials | 0.26% | 660 | $362K | No change |
| CAT Caterpillar Inc. | 0.26% | 930 | $361K | Reduce -7.5% |
| PKW Invesco Buyback Achievers Et | 0.25% | 2,900 | $358K | No change |
| SCHW Schwab (charles) Corp. | 0.25% | 3,915 | $357K | Add +2.4% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.2% | 3.27% | −0.56 |
| SDVY First Trust Smid Cap Rising | Sold out | 0.00% | −0.34 |
| CVX Chevron Corp. | Reduce -29.4% | 0.42% | −0.33 |
| VDE Vanguard Energy ETF | Reduce -17.8% | 0.75% | −0.32 |
| AIRR First Trust Rba American Ind | Sold out | 0.00% | −0.31 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -60.4% | 0.15% | −0.25 |
| SMH Vaneck Semiconductor ETF | Reduce -37.8% | 0.75% | −0.24 |
| MINT PIMCO Enhanced Short Maturit | Reduce -0.7% | 2.63% | −0.23 |
| ABBV Abbvie Inc. | Reduce -0.1% | 1.04% | −0.23 |
| DLR Digital Realty Trust Inc. | Reduce -38.0% | 0.49% | −0.21 |
| XLF SS Financial Select Sector | Reduce -13.4% | 1.11% | −0.21 |
| CQP Cheniere Energy Partners LP | Sold out | 0.00% | −0.18 |
| XLV SS Health Care Select Sector | Reduce -0.1% | 1.02% | −0.17 |
| ROBO Robo Global Robotics and Aut | Sold out | 0.00% | −0.17 |
| FYX First Trust Small Cap Core A | Sold out | 0.00% | −0.16 |
| KBE SS SPDR S&P Bank ETF | Sold out | 0.00% | −0.16 |
| FIXD First Trust Smith Opportunis | Sold out | 0.00% | −0.16 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.16 |
| FNX First Trust Mid Cap Core Alp | Reduce -46.5% | 0.14% | −0.13 |
| PEP Pepsico Inc. | Reduce -27.8% | 0.15% | −0.11 |
| XLE SS Energy Select Sector | Reduce -9.7% | 0.32% | −0.10 |
| HD Home Depot Inc. | Reduce -0.1% | 1.15% | −0.09 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -12.1% | 0.37% | −0.08 |
| FJP First Trust Japan | Reduce -14.7% | 0.49% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.8% | 2.50% | −0.08 |
| FTA First Trust L C Val Alp | Reduce -12.4% | 0.35% | −0.07 |
| VHT Vanguard Health Care ETF | Reduce -15.8% | 0.19% | −0.07 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -3.0% | 0.66% | −0.07 |
| IEF iShares 7-10 Year Treasury B | Reduce -9.4% | 0.36% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.9% | 0.45% | −0.07 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -19.6% | 0.16% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -10.1% | 0.15% | −0.05 |
| ET Energy Transfer LP | Reduce -3.0% | 0.34% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.5% | 0.47% | −0.05 |
| MDY State Street SPDR S&P Midcap | Reduce -1.4% | 1.52% | −0.05 |
| FTCS First Trust Capital Strength | Reduce -3.4% | 0.46% | −0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.2% | 0.79% | −0.04 |
| FTHI Fthi/First Trust Exchange-TR | Reduce -1.6% | 0.87% | −0.04 |
| IRM Iron Mountain Inc. | Reduce -14.9% | 0.67% | −0.04 |
| JHSC John Hancock Multi Small Cap | Reduce -0.2% | 1.24% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -1.8% | 1.75% | −0.03 |
| SOXX iShares Semiconductor ETF | Reduce -25.7% | 0.19% | −0.03 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -2.3% | 0.69% | −0.02 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -2.0% | 0.57% | −0.02 |
| PHO Invesco Water Resources ETF | Reduce -1.4% | 0.87% | −0.01 |
| RZV Invesco S&P Smallcap 600 Pur | Reduce -0.1% | 0.45% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -4.8% | 0.47% | −0.00 |
| ETV Eaton Vance T/M Buy-Writ Opp | Reduce -4.5% | 0.24% | −0.00 |
| CAT Caterpillar Inc. | Reduce -7.5% | 0.26% | +0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 0.37% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| IWF iShares Russell 1000 Growth | Add +0.8% | 8.11% | +0.73 |
| SHLD Global X Defense Tech ETF | New | 0.50% | +0.50 |
| NVDA Nvidia Corp. | Add +6.2% | 1.32% | +0.40 |
| IGF iShares Global Infrastructur | New | 0.36% | +0.36 |
| WCMI FT WCM International ETF | New | 0.32% | +0.32 |
| VGK Vanguard Ftse Europe ETF | New | 0.28% | +0.28 |
| PPA Invesco Aerospace & Defense | Add +1.6% | 1.53% | +0.19 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.8% | 1.98% | +0.19 |
| TSLA Tesla Inc. | New | 0.18% | +0.18 |
| AIQ Global X Art Intel & Tech | New | 0.16% | +0.16 |
| SCHG Schwab US Large-Cap Growth | New | 0.16% | +0.16 |
| CSX CSX Corp. | New | 0.15% | +0.15 |
| TXN Texas Instruments Inc. | New | 0.14% | +0.14 |
| UFOX Defiance Space and Connectiv | New | 0.14% | +0.14 |
| GRID First TRST Nasd Class Edg Sgiif | Add +14.3% | 1.28% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.6% | 4.28% | +0.12 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +45.6% | 0.36% | +0.12 |
| PLTR Palantir Technologies Inc. Class A | Add +7.1% | 0.29% | +0.11 |
| CIBR First Trust Nasdaq Cybersecu | Add +3.3% | 0.57% | +0.07 |
| TMC TMC the Metals Co. Inc. | New | 0.06% | +0.06 |
| GLD SPDR Gold Shares | Add +7.5% | 1.12% | +0.05 |
| PM Philip Morris International | Add +11.3% | 0.22% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +2.4% | 0.25% | +0.02 |
| BSCR Invesco Bulletshares 2027 CB | Add +11.1% | 0.56% | +0.02 |
| QQQM Invesco Nasdaq 100 ETF | Add +1.6% | 0.18% | +0.02 |
| CTAS Cintas Corp. | Add +9.3% | 0.19% | +0.02 |
| SLV iShares Silver Trust | Add +9.7% | 0.22% | +0.02 |
| RFG Invesco S&P Midcap 400 Pure | Add +3.1% | 0.23% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +5.3% | 0.19% | +0.01 |
| CB Chubb Ltd. | Add +6.4% | 0.33% | +0.01 |
| PZA Invesco National Amt-Free Mu | Add +14.2% | 0.19% | +0.01 |
| EMLP First Trust North American E | Add +8.8% | 0.17% | +0.00 |
| BSCQ Invesco Bulletshares 2026 CB | Add +7.3% | 0.48% | −0.00 |
| BSCS Invesco Bulletshares 2028 CB | Add +6.7% | 0.46% | −0.00 |
| TY Tri-Continental Corp. | Add +2.5% | 0.26% | −0.01 |
| COR Cencora Inc. | Add +1.1% | 0.13% | −0.01 |
| FPE FT-Preferred Secur & Inc. ETF | Add +3.5% | 0.32% | −0.01 |
| WM Waste Management Inc. | Add +5.9% | 0.36% | −0.01 |
| COST Costco Wholesale Corp. | Add +1.4% | 0.77% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +1.2% | 1.04% | −0.02 |
| BSCP Invesco Bulletshares 2025 CB | Add +3.3% | 0.42% | −0.02 |
| TOTL SS Doubleline TR Tact ETF | Add +2.3% | 0.48% | −0.03 |
| EPD Enterprise Products Partners | Add +7.2% | 0.32% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.0% | 1.52% | −0.04 |
| JNJ Johnson & Johnson | Add +1.7% | 0.69% | −0.11 |
| IWD iShares Russell 1000 Value E | Add +1.2% | 4.63% | −0.15 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 159 | $173.1M | IWF, IWD, SPY, AAPL, MINT |
| Q1 2026 | 152 | $154.3M | IWF, IWD, SPY, AAPL, MINT |
| Q4 2025 | 150 | $155.6M | IWF, IWD, SPY, AAPL, MSFT |
| Q3 2025 | 147 | $152.7M | IWF, IWD, SPY, AAPL, MSFT |
| Q2 2025 | 146 | $141.4M | IWF, IWD, SPY, MSFT, AAPL |
| Q1 2025 | 143 | $131.0M | IWF, IWD, SPY, AAPL, MINT |
| Q4 2024 | 132 | $134.1M | IWF, SPY, IWD, AAPL, MSFT |
| Q3 2024 | 140 | $139.7M | IWF, IWD, SPY, AAPL, MSFT |
| Q2 2024 | 133 | $130.6M | IWF, IWD, SPY, AAPL, MSFT |
| Q1 2024 | 128 | $126.5M | IWF, IWD, SPY, AAPL, MSFT |