American Institute for Advanced Investment Management, LLP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), American Institute for Advanced Investment Management, LLP reported 147 stock positions worth $152.7 million. Its top holding was iShares Russell 1000 Growth (IWF) at 8.1% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 4.3%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.2%). Compared with Q2 2025, it opened 5 new positions, sold out of 4, added to 32 and reduced 66. The biggest buy was Global X Art Intel & Tech (AIQ, shares +334%) and the biggest sale iShares Russell 1000 Value E (IWD, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Scottsdale, AZ
- CIK
- 0001805824
- Portfolio Value
- $152.7M (Q3 2025)
- SEC Filing
- 0001214659-25-015751 ↗ filed Nov 3, 2025
Holdings Value
Holdings 147 stocks · $152.7M
| IWF iShares Russell 1000 Growth | 8.06% | 26,291 | $12.3M | Reduce -2.6% |
| IWD iShares Russell 1000 Value E | 4.28% | 32,069 | $6.5M | Reduce -4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.21% | 9,653 | $6.4M | Reduce -1.5% |
| AAPL Apple Inc. | 3.71% | 22,242 | $5.7M | Reduce -1.4% |
| MSFT Microsoft Corp. | 3.13% | 9,225 | $4.8M | Reduce -2.5% |
| VTI VG Morningstar TS MKT ETF-US | 2.51% | 11,658 | $3.8M | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 2.42% | 17,093 | $3.7M | Reduce -0.9% |
| MINT PIMCO Enhanced Short Maturit | 2.40% | 36,409 | $3.7M | Reduce -1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.00% | 6,361 | $3.1M | Reduce -0.4% |
| IWM iShares Russell 2000 ETF | 1.76% | 11,123 | $2.7M | Reduce -3.1% |
| AMZN Amazon.com Inc. | 1.62% | 11,240 | $2.5M | Reduce -1.6% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 1.52% | 17,111 | $2.3M | Add +2.3% |
| PPA Invesco Aerospace & Defense | 1.51% | 14,879 | $2.3M | Reduce -2.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.47% | 12,052 | $2.2M | Reduce -1.0% |
| MDY State Street SPDR S&P Midcap | 1.46% | 3,731 | $2.2M | Reduce -1.3% |
| CEG Constellation Energy | 1.42% | 6,617 | $2.2M | Reduce -2.2% |
| GLD SPDR Gold Shares | 1.42% | 6,139 | $2.2M | Add +17.0% |
| NVDA Nvidia Corp. | 1.41% | 11,529 | $2.2M | Reduce -2.1% |
| PAVE Global X US Infrastructure | 1.26% | 40,539 | $1.9M | Reduce -1.9% |
| HD Home Depot Inc. | 1.24% | 16,409 | $1.9M | Add +270.0% |
| GRID First TRST Nasd Class Edg Sgiif | 1.23% | 17,259 | $1.9M | Reduce -35.0% |
| JHSC John Hancock Multi Small Cap | 1.22% | 44,677 | $1.9M | Reduce -0.6% |
| ITW Illinois Tool Works | 1.17% | 6,840 | $1.8M | No change |
| ABBV Abbvie Inc. | 1.17% | 7,684 | $1.8M | Reduce -3.1% |
| VGT Vanguard Info Tech ETF | 1.09% | 2,226 | $1.7M | Add +2.2% |
| XLF SS Financial Select Sector | 1.05% | 29,755 | $1.6M | Reduce -0.5% |
| RSP Invesco S&P 500 Equal Weight | 1.00% | 8,054 | $1.5M | No change |
| XLV SS Health Care Select Sector | 0.94% | 10,287 | $1.4M | Reduce -3.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.92% | 4,777 | $1.4M | No change |
| SHLD Global X Defense Tech ETF | 0.90% | 19,620 | $1.4M | Add +68.7% |
| XLK SS Technology Select Sector | 0.88% | 4,750 | $1.3M | No change |
| IYW iShares Ustechnology ETF | 0.86% | 6,733 | $1.3M | No change |
| SMH Vaneck Semiconductor ETF | 0.85% | 3,994 | $1.3M | Add +5.1% |
| FTHI Fthi/First Trust Exchange-TR | 0.83% | 51,815 | $1.3M | Reduce -3.7% |
| PHO Invesco Water Resources ETF | 0.82% | 17,370 | $1.3M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.79% | 6,485 | $1.2M | Add +0.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.77% | 6,774 | $1.2M | No change |
| AIQ Global X Art Intel & Tech | 0.72% | 22,140 | $1.1M | Add +333.7% |
| COST Costco Wholesale Corp. | 0.66% | 1,090 | $1.0M | Reduce -0.5% |
| SDY SS SPDR S&P Dividend ETF | 0.66% | 7,185 | $1.0M | No change |
| IGF iShares Global Infrastructur | 0.65% | 16,180 | $989K | Add +89.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.65% | 18,578 | $985K | Add +5.8% |
| VGK Vanguard Ftse Europe ETF | 0.62% | 11,936 | $952K | Add +137.1% |
| AVGO Broadcom Inc. | 0.61% | 2,835 | $935K | No change |
| PTLC Pacer Trendpilot US Large Ca | 0.59% | 16,474 | $902K | No change |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.59% | 32,472 | $898K | Add +6.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.57% | 26,110 | $873K | Reduce -15.4% |
| GOOGL Alphabet Inc. Class A | 0.57% | 3,668 | $871K | Reduce -4.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 1,379 | $828K | Add +5.3% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.54% | 8,065 | $822K | Reduce -12.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.54% | 10,770 | $819K | Add +1.3% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.53% | 15,900 | $815K | Reduce -3.0% |
| BSCR Invesco Bulletshares 2027 CB | 0.52% | 40,316 | $795K | Reduce -0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.51% | 2,658 | $781K | Reduce -0.4% |
| FJP First Trust Japan | 0.51% | 11,850 | $772K | Add +2.2% |
| MCHP Microchip Technology Inc. | 0.50% | 11,839 | $760K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 1,508 | $758K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.49% | 1 | $754K | No change |
| TOTL SS Doubleline TR Tact ETF | 0.49% | 18,575 | $754K | Add +9.3% |
| VDE Vanguard Energy ETF | 0.48% | 5,778 | $727K | Reduce -35.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.47% | 7,897 | $725K | Add +37.7% |
| BSV Vanguard Short-Term Bond ETF | 0.46% | 8,953 | $706K | Add +6.9% |
| PFFD Global X US Preferred ETF | 0.46% | 36,333 | $706K | Reduce -1.6% |
| WCMI FT WCM International ETF | 0.46% | 41,845 | $706K | Add +47.4% |
| ORCL Oracle Corp. | 0.46% | 2,483 | $698K | Reduce -0.2% |
| RZV Invesco S&P Smallcap 600 Pur | 0.45% | 5,865 | $692K | Reduce -3.1% |
| BSCQ Invesco Bulletshares 2026 CB | 0.45% | 34,933 | $683K | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 0.45% | 5,729 | $681K | Reduce -0.8% |
| FTCS First Trust Capital Strength | 0.44% | 7,233 | $677K | Add +1.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.44% | 32,815 | $675K | Add +3.2% |
| DLR Digital Realty Trust Inc. | 0.42% | 3,690 | $638K | Reduce -7.2% |
| WMT Walmart Inc. | 0.38% | 5,565 | $574K | Reduce -5.4% |
| VOO Vanguard S&P 500 ETF | 0.37% | 923 | $565K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 3,000 | $547K | No change |
| XLI SS Industrial Select Sector | 0.35% | 3,502 | $540K | No change |
| FPEI First Trust Institutional PR | 0.35% | 27,600 | $534K | Add +11.5% |
| VYM Vanguard High DVD Yield ETF | 0.35% | 3,765 | $531K | No change |
| IEF iShares 7-10 Year Treasury B | 0.34% | 5,447 | $525K | Add +2.7% |
| JPM JPMorgan Chase & Co. | 0.34% | 1,638 | $517K | No change |
| FPE FT-Preferred Secur & Inc. ETF | 0.32% | 26,975 | $492K | Add +6.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.32% | 11,478 | $491K | Reduce -8.3% |
| EPD Enterprise Products Partners | 0.32% | 15,635 | $489K | Add +5.6% |
| WM Waste Management Inc. | 0.32% | 2,205 | $487K | Reduce -2.0% |
| CVX Chevron Corp. | 0.32% | 3,121 | $485K | Reduce -25.4% |
| FTA First Trust L C Val Alp | 0.31% | 5,760 | $480K | Reduce -8.0% |
| BSCT Invesco Bulletshares 2029 CB | 0.31% | 24,990 | $470K | Add +19.9% |
| BSCP Invesco Bulletshares 2025 CB | 0.30% | 22,468 | $465K | Reduce -22.4% |
| CAT Caterpillar Inc. | 0.29% | 930 | $444K | No change |
| PG The Procter & Gamble Co. | 0.29% | 2,837 | $436K | Reduce -6.6% |
| ET Energy Transfer LP | 0.28% | 25,102 | $431K | Reduce -4.4% |
| MLM Martin Marietta Materials | 0.27% | 660 | $416K | No change |
| LDUR PIMCO Enhanced Low Duration | 0.27% | 4,223 | $406K | Reduce -4.5% |
| CB Chubb Ltd. | 0.26% | 1,375 | $401K | Reduce -12.7% |
| PKW Invesco Buyback Achievers Et | 0.25% | 2,880 | $382K | Reduce -0.7% |
| SLV iShares Silver Trust | 0.25% | 9,004 | $382K | Reduce -3.5% |
| MO Altria Group Inc. | 0.25% | 5,765 | $381K | Reduce -0.9% |
| MCD McDonald's Corp. | 0.24% | 1,225 | $372K | Reduce -7.5% |
| SCHW Schwab (charles) Corp. | 0.24% | 3,893 | $372K | Reduce -0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 1,314 | $371K | Reduce -14.6% |
| ETN Eaton Corp. PLC | 0.24% | 987 | $369K | Reduce -9.2% |
Portfolio Sells Q2 2025 → Q3 2025
| IWD iShares Russell 1000 Value E | Reduce -4.8% | 4.28% | −0.35 |
| VDE Vanguard Energy ETF | Reduce -35.5% | 0.48% | −0.28 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.4% | 2.40% | −0.23 |
| MSFT Microsoft Corp. | Reduce -2.5% | 3.13% | −0.20 |
| XLE SS Energy Select Sector | Reduce -48.3% | 0.16% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 1.62% | −0.16 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.15 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.14 |
| IT Gartner Inc. | Sold out | 0.00% | −0.14 |
| IRM Iron Mountain Inc. | Reduce -12.8% | 0.54% | −0.13 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -15.4% | 0.57% | −0.12 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -22.4% | 0.30% | −0.12 |
| CEG Constellation Energy | Reduce -2.2% | 1.42% | −0.12 |
| CVX Chevron Corp. | Reduce -25.4% | 0.32% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 0.66% | −0.11 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.9% | 2.42% | −0.08 |
| XLV SS Health Care Select Sector | Reduce -3.6% | 0.94% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -14.6% | 0.24% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 4.21% | −0.07 |
| DLR Digital Realty Trust Inc. | Reduce -7.2% | 0.42% | −0.07 |
| CB Chubb Ltd. | Reduce -12.7% | 0.26% | −0.07 |
| TMC TMC the Metals Co. Inc. | Sold out | 0.00% | −0.06 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -3.0% | 0.53% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -1.3% | 1.46% | −0.06 |
| XLF SS Financial Select Sector | Reduce -0.5% | 1.05% | −0.06 |
| PM Philip Morris International | Reduce -10.1% | 0.16% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -6.6% | 0.29% | −0.06 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -35.0% | 1.23% | −0.05 |
| ET Energy Transfer LP | Reduce -4.4% | 0.28% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.0% | 1.47% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -2.6% | 8.06% | −0.05 |
| WM Waste Management Inc. | Reduce -2.0% | 0.32% | −0.05 |
| PHO Invesco Water Resources ETF | Reduce -0.7% | 0.82% | −0.04 |
| FTHI Fthi/First Trust Exchange-TR | Reduce -3.7% | 0.83% | −0.04 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -0.4% | 0.52% | −0.04 |
| VHT Vanguard Health Care ETF | Reduce -17.8% | 0.15% | −0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -8.3% | 0.32% | −0.04 |
| FTA First Trust L C Val Alp | Reduce -8.0% | 0.31% | −0.03 |
| LDUR PIMCO Enhanced Low Duration | Reduce -4.5% | 0.27% | −0.03 |
| TY Tri-Continental Corp. | Reduce -12.4% | 0.23% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -9.2% | 0.24% | −0.03 |
| WMT Walmart Inc. | Reduce -5.4% | 0.38% | −0.03 |
| MCD McDonald's Corp. | Reduce -7.5% | 0.24% | −0.03 |
| GNMA iShares Gnma Bond ETF | Reduce -9.9% | 0.16% | −0.03 |
| PFFD Global X US Preferred ETF | Reduce -1.6% | 0.46% | −0.03 |
| IHI iShares U.S. Medical Devices | Reduce -2.0% | 0.19% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -10.0% | 0.13% | −0.03 |
| EMLP First Trust North American E | Reduce -8.1% | 0.15% | −0.02 |
| JHSC John Hancock Multi Small Cap | Reduce -0.6% | 1.22% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.4% | 0.51% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| AIQ Global X Art Intel & Tech | Add +333.7% | 0.72% | +0.56 |
| SHLD Global X Defense Tech ETF | Add +68.7% | 0.90% | +0.41 |
| VGK Vanguard Ftse Europe ETF | Add +137.1% | 0.62% | +0.35 |
| GLD SPDR Gold Shares | Add +17.0% | 1.42% | +0.30 |
| IGF iShares Global Infrastructur | Add +89.5% | 0.65% | +0.29 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +2.3% | 1.52% | +0.20 |
| AMAT Applied Materials Inc. | New | 0.15% | +0.15 |
| WCMI FT WCM International ETF | Add +47.4% | 0.46% | +0.14 |
| RTX RTX Corp. | New | 0.14% | +0.14 |
| FYX First Trust Small Cap Core A | New | 0.14% | +0.14 |
| ROBO Robo Global Robotics and Aut | New | 0.13% | +0.13 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.13% | +0.13 |
| SMH Vaneck Semiconductor ETF | Add +5.1% | 0.85% | +0.10 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +37.7% | 0.47% | +0.10 |
| JNJ Johnson & Johnson | Add +0.9% | 0.79% | +0.09 |
| HD Home Depot Inc. | Add +270.0% | 1.24% | +0.09 |
| VGT Vanguard Info Tech ETF | Add +2.2% | 1.09% | +0.07 |
| BSCT Invesco Bulletshares 2029 CB | Add +19.9% | 0.31% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.3% | 0.54% | +0.03 |
| FPEI First Trust Institutional PR | Add +11.5% | 0.35% | +0.02 |
| SOXX iShares Semiconductor ETF | Add +3.5% | 0.21% | +0.02 |
| PZA Invesco National Amt-Free Mu | Add +13.7% | 0.21% | +0.02 |
| FJP First Trust Japan | Add +2.2% | 0.51% | +0.02 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +6.2% | 0.59% | +0.01 |
| TOTL SS Doubleline TR Tact ETF | Add +9.3% | 0.49% | +0.01 |
| FPE FT-Preferred Secur & Inc. ETF | Add +6.1% | 0.32% | +0.00 |
| BKLN Invesco Senior Loan ETF | Add +8.3% | 0.22% | +0.00 |
| SHV iShares 0-1 Year Treasury Bo | Add +6.7% | 0.17% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +6.9% | 0.46% | −0.00 |
| EPD Enterprise Products Partners | Add +5.6% | 0.32% | −0.00 |
| COR Cencora Inc. | Add +1.1% | 0.13% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +5.8% | 0.65% | −0.01 |
| FTCS First Trust Capital Strength | Add +1.5% | 0.44% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Add +2.7% | 0.34% | −0.02 |
| BSCS Invesco Bulletshares 2028 CB | Add +3.2% | 0.44% | −0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Add +0.7% | 0.45% | −0.03 |
| CIBR First Trust Nasdaq Cybersecu | Add +1.3% | 0.54% | −0.03 |
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 |