American Money Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), American Money Management, LLC reported 135 stock positions worth $527.2 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 6.3% of the portfolio, followed by Vanguard S/T Corp. Bond ETF (VCSH, 5.8%) and Apple (AAPL, 4.8%). Compared with Q4 2024, it opened 1 new position, sold out of 5, added to 57 and reduced 61. The biggest buy was General Electric (GE, shares +101%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Rancho Santa Fe, CA
- CIK
- 0001600085
- Portfolio Value
- $527.2M (Q1 2025)
- SEC Filing
- 0001162044-25-000499 ↗ filed May 13, 2025
Holdings Value
Holdings 135 stocks · $527.2M
| VGSH Vanguard Short-Term Treasury | 6.30% | 565,763 | $33.2M | Add +7.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.81% | 388,017 | $30.6M | Add +4.9% |
| AAPL Apple Inc. | 4.83% | 114,649 | $25.5M | Reduce -0.8% |
| MSFT Microsoft Corp. | 4.25% | 59,736 | $22.4M | Add +2.6% |
| BIV Vanguard Intermediate-Term B | 3.55% | 244,254 | $18.7M | Add +5.2% |
| JCPB JPMorgan Core Plus Bond ETF | 3.53% | 395,722 | $18.6M | Add +7.0% |
| VEA Vanguard Ftse Developed ETF | 3.31% | 343,845 | $17.5M | Add +3.2% |
| TPL Texas Pacific Land Corp. | 2.83% | 11,244 | $14.9M | Reduce -3.4% |
| STIP iShares 0-5 Year Tips Bond E | 2.45% | 124,657 | $12.9M | Add +4.1% |
| V Visa Inc. Class A | 2.26% | 34,046 | $11.9M | Add +0.5% |
| MA Mastercard Inc. Class A | 2.15% | 20,640 | $11.3M | Add +0.8% |
| COST Costco Wholesale Corp. | 2.12% | 11,837 | $11.2M | Reduce -1.9% |
| QUS SS SPDR MSCI U Stratfact ETF | 1.94% | 65,255 | $10.2M | Add +3.5% |
| SCHX Schwab US Large-Cap ETF | 1.90% | 453,325 | $10.0M | Add +2.2% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 1.89% | 188,972 | $10.0M | Add +3.7% |
| JPM JPMorgan Chase & Co. | 1.86% | 39,892 | $9.8M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.73% | 33,102 | $9.1M | Add +1.3% |
| HD Home Depot Inc. | 1.66% | 23,947 | $8.8M | Add +0.3% |
| ABBV Abbvie Inc. | 1.63% | 40,895 | $8.6M | Reduce -0.3% |
| PM Philip Morris International | 1.62% | 53,649 | $8.5M | Add +0.9% |
| INTU Intuit Inc. | 1.57% | 13,521 | $8.3M | Reduce -0.0% |
| BR Broadridge Financial Solutio | 1.56% | 33,903 | $8.2M | Reduce -0.6% |
| BLK BlackRock Inc. | 1.36% | 7,558 | $7.2M | Add +0.1% |
| META Meta Platforms Inc. Class A | 1.35% | 12,323 | $7.1M | Add +3.8% |
| GE General Electric filed as GE AEROSPACE | 1.31% | 34,628 | $6.9M | Add +101.2% |
| NOC Northrop Grumman Corp. | 1.28% | 13,168 | $6.7M | Add +1.7% |
| MCD McDonald's Corp. | 1.27% | 21,382 | $6.7M | Add +0.4% |
| SCHM Schwab US Mid Cap ETF | 1.26% | 253,881 | $6.7M | Add +3.2% |
| IJR iShares Core S&P Small-Cap E | 1.26% | 63,575 | $6.6M | Add +3.3% |
| PAYX Paychex Inc. | 1.25% | 42,885 | $6.6M | Add +0.3% |
| LMT Lockheed Martin Corp. | 1.20% | 14,129 | $6.3M | Add +2.5% |
| JNJ Johnson & Johnson | 1.19% | 37,827 | $6.3M | Add +1.1% |
| UNP Union Pacific Corp. | 1.18% | 26,340 | $6.2M | Add +1.4% |
| SDY SS SPDR S&P Dividend ETF | 1.10% | 42,793 | $5.8M | Add +0.7% |
| DPZ Domino's Pizza Inc. | 1.09% | 12,484 | $5.7M | Add +1.7% |
| ASML ASML Holding NV-NY Reg SHS | 1.08% | 8,557 | $5.7M | Add +9.6% |
| MAR Marriott International Class A | 1.04% | 23,049 | $5.5M | Add +0.3% |
| ICE Intercontinental Exchange Inc. | 0.98% | 29,962 | $5.2M | Add +111.0% |
| SBUX Starbucks Corp. | 0.97% | 52,333 | $5.1M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.90% | 30,839 | $4.8M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.89% | 8,813 | $4.7M | Reduce -6.5% |
| QCOM Qualcomm Inc. | 0.78% | 26,893 | $4.1M | Reduce -0.6% |
| XLK SS Technology Select Sector | 0.77% | 19,767 | $4.1M | Add +3.5% |
| PEP Pepsico Inc. | 0.77% | 27,105 | $4.1M | Add +0.9% |
| QUAL iShares MSCI USA Quality Fac | 0.75% | 23,136 | $4.0M | Add +27.8% |
| LLY Eli Lilly & Co. | 0.75% | 4,770 | $3.9M | Reduce -0.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.73% | 75,337 | $3.8M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 0.71% | 19,602 | $3.7M | Reduce -1.1% |
| SPGI S&P Global Inc. | 0.57% | 5,957 | $3.0M | Add +20.5% |
| IDV iShares International Select | 0.57% | 96,977 | $3.0M | Add +4.0% |
| NVDA Nvidia Corp. | 0.51% | 24,784 | $2.7M | Reduce -5.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.50% | 10,286 | $2.7M | Reduce -2.9% |
| WFC Wells Fargo & Co. | 0.50% | 36,706 | $2.6M | No change |
| LNG Cheniere Energy Inc. | 0.45% | 10,326 | $2.4M | Reduce -6.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 4,153 | $1.9M | Reduce -4.0% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.36% | 37,275 | $1.9M | Reduce -1.6% |
| NXPI NXP Semiconductors NV | 0.35% | 9,727 | $1.8M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 3,457 | $1.7M | Reduce -35.8% |
| AMAT Applied Materials Inc. | 0.28% | 10,168 | $1.5M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.27% | 9,223 | $1.4M | Reduce -0.0% |
| TXN Texas Instruments Inc. | 0.26% | 7,755 | $1.4M | Reduce -2.8% |
| UNH Unitedhealth Group Inc. | 0.24% | 2,389 | $1.3M | Reduce -0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 3,962 | $1.0M | Add +0.1% |
| VONG Vanguard Russell 1000 Growth | 0.19% | 10,833 | $1.0M | Reduce -0.2% |
| PANW Palo Alto Networks Inc. | 0.18% | 5,410 | $923K | Reduce -14.1% |
| NSC Norfolk Southern Corp. | 0.17% | 3,739 | $886K | Reduce -0.4% |
| DFS Discover Financial Services | 0.16% | 4,926 | $841K | Reduce -3.6% |
| SCHW Schwab (charles) Corp. | 0.16% | 10,565 | $827K | Reduce -3.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 3,702 | $821K | Reduce -6.4% |
| MDY State Street SPDR S&P Midcap | 0.16% | 1,534 | $818K | No change |
| ULTA Ulta Beauty Inc. | 0.15% | 2,192 | $803K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.15% | 1 | $798K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.15% | 4,444 | $768K | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.14% | 12,232 | $755K | Add +1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 3,942 | $734K | Add +0.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.13% | 10,703 | $704K | Reduce -3.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 16,017 | $668K | Add +26.5% |
| VOO Vanguard S&P 500 ETF | 0.12% | 1,265 | $650K | Reduce -1.3% |
| VT Vanguard Tot World STK ETF | 0.12% | 5,423 | $629K | Add +0.0% |
| JEPI JPMorgan Equity Premium Inco | 0.12% | 10,870 | $621K | Reduce -10.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 1,096 | $613K | Reduce -3.5% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 3,125 | $606K | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 10,231 | $597K | Reduce -0.6% |
| VHT Vanguard Health Care ETF | 0.11% | 2,135 | $565K | No change |
| IWF iShares Russell 1000 Growth | 0.10% | 1,522 | $550K | Reduce -5.7% |
| SGOL Abrdn Physical Gold Shares | 0.10% | 18,258 | $544K | Add +9.6% |
| TGT Target Corp. | 0.10% | 5,203 | $543K | Add +0.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.10% | 3,338 | $536K | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.10% | 4,459 | $530K | Add +2.1% |
| ADP Automatic Data Processing | 0.10% | 1,721 | $526K | Reduce -0.9% |
| YUM Yum! Brands Inc. | 0.10% | 3,253 | $512K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.09% | 19,239 | $484K | Reduce -0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 2,705 | $449K | Reduce -2.9% |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.08% | 11,874 | $437K | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.08% | 2,538 | $425K | Add +23.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 3,446 | $420K | Add +0.3% |
| HON Honeywell International Inc. | 0.08% | 1,948 | $412K | Add +0.6% |
| ORCL Oracle Corp. | 0.08% | 2,944 | $412K | Add +9.2% |
| CAT Caterpillar Inc. | 0.08% | 1,237 | $408K | Reduce -7.3% |
| IMCG iShares Morningstar Mid-Cap | 0.08% | 5,668 | $405K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.8% | 4.83% | −0.82 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 0.90% | −0.25 |
| TMO Thermo Fisher Scientific Inc. | Reduce -35.8% | 0.33% | −0.22 |
| NVDA Nvidia Corp. | Reduce -5.4% | 0.51% | −0.18 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 0.71% | −0.14 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.10 |
| INTU Intuit Inc. | Reduce -0.0% | 1.57% | −0.08 |
| CHKP Check Point Software Tech | Reduce -61.0% | 0.07% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -0.0% | 0.27% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.0% | 0.37% | −0.06 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -48.9% | 0.05% | −0.05 |
| PANW Palo Alto Networks Inc. | Reduce -14.1% | 0.18% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -1.4% | 0.28% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 1.86% | −0.05 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.05 |
| NXPI NXP Semiconductors NV | Reduce -0.1% | 0.35% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.9% | 0.50% | −0.04 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.04 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -1.9% | 2.12% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -6.4% | 0.16% | −0.03 |
| VONG Vanguard Russell 1000 Growth | Reduce -0.2% | 0.19% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -2.8% | 0.26% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -0.6% | 0.78% | −0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.6% | 0.73% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -5.7% | 0.10% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.9% | 0.09% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -10.0% | 0.12% | −0.02 |
| CAT Caterpillar Inc. | Reduce -7.3% | 0.08% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.2% | 0.13% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.5% | 0.12% | −0.01 |
| DFS Discover Financial Services | Reduce -3.6% | 0.16% | −0.01 |
| WMT Walmart Inc. | Reduce -11.6% | 0.06% | −0.01 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -1.6% | 0.36% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.8% | 0.07% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.6% | 0.11% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -1.3% | 0.12% | −0.01 |
| CRUS Cirrus Logic Inc. | Reduce -16.7% | 0.05% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -3.3% | 0.06% | −0.01 |
| LNG Cheniere Energy Inc. | Reduce -6.0% | 0.45% | −0.01 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -2.4% | 0.04% | −0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -0.3% | 0.07% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.9% | 0.12% | −0.01 |
| ET Energy Transfer LP | Reduce -2.1% | 0.05% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.5% | 0.10% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -7.3% | 0.04% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -0.4% | 0.17% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -2.2% | 0.05% | −0.00 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -0.7% | 0.09% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| GE General Electric | Add +101.2% | 1.31% | +0.75 |
| ICE Intercontinental Exchange Inc. | Add +111.0% | 0.98% | +0.57 |
| PM Philip Morris International | Add +0.9% | 1.62% | +0.37 |
| VGSH Vanguard Short-Term Treasury | Add +7.8% | 6.30% | +0.34 |
| VEA Vanguard Ftse Developed ETF | Add +3.2% | 3.31% | +0.21 |
| JCPB JPMorgan Core Plus Bond ETF | Add +7.0% | 3.53% | +0.21 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.9% | 5.81% | +0.18 |
| V Visa Inc. Class A | Add +0.5% | 2.26% | +0.17 |
| BIV Vanguard Intermediate-Term B | Add +5.2% | 3.55% | +0.16 |
| JNJ Johnson & Johnson | Add +1.1% | 1.19% | +0.13 |
| QUAL iShares MSCI USA Quality Fac | Add +27.8% | 0.75% | +0.12 |
| STIP iShares 0-5 Year Tips Bond E | Add +4.1% | 2.45% | +0.10 |
| NOC Northrop Grumman Corp. | Add +1.7% | 1.28% | +0.09 |
| SPGI S&P Global Inc. | Add +20.5% | 0.57% | +0.09 |
| PAYX Paychex Inc. | Add +0.3% | 1.25% | +0.08 |
| DPZ Domino's Pizza Inc. | Add +1.7% | 1.09% | +0.08 |
| IDV iShares International Select | Add +4.0% | 0.57% | +0.07 |
| MCD McDonald's Corp. | Add +0.4% | 1.27% | +0.06 |
| JPEM JPM Diversified Ret Em Equit | Add +3.7% | 1.89% | +0.04 |
| MA Mastercard Inc. Class A | Add +0.8% | 2.15% | +0.04 |
| CME Cme Group Inc. | New | 0.04% | +0.04 |
| QUS SS SPDR MSCI U Stratfact ETF | Add +3.5% | 1.94% | +0.04 |
| UNP Union Pacific Corp. | Add +1.4% | 1.18% | +0.03 |
| SGOL Abrdn Physical Gold Shares | Add +9.6% | 0.10% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +9.6% | 1.08% | +0.02 |
| BAC Bank of America Corp. | Add +26.5% | 0.13% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +26.2% | 0.07% | +0.01 |
| XOM Exxon Mobil Corp. | Add +2.1% | 0.10% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +0.7% | 1.10% | +0.01 |
| PG The Procter & Gamble Co. | Add +10.7% | 0.06% | +0.01 |
| CSCO Cisco Systems Inc. | Add +1.1% | 0.14% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +17.0% | 0.04% | +0.00 |
| F Ford Motor Co. | Add +0.1% | 0.03% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.3% | 0.15% | −0.00 |
| TJX TJX Companies Inc. | Add +0.3% | 0.08% | −0.00 |
| MRK Merck & Co. Inc. | Add +2.2% | 0.04% | −0.01 |
| VT Vanguard Tot World STK ETF | Add +0.0% | 0.12% | −0.01 |
| HON Honeywell International Inc. | Add +0.6% | 0.08% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.05% | −0.01 |
| META Meta Platforms Inc. Class A | Add +3.8% | 1.35% | −0.01 |
| ORCL Oracle Corp. | Add +9.2% | 0.08% | −0.01 |
| WSM Williams-Sonoma Inc. | Add +0.3% | 0.06% | −0.01 |
| AVGO Broadcom Inc. | Add +23.8% | 0.08% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.4% | 0.14% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.1% | 0.19% | −0.01 |
| TSLA Tesla Inc. | Add +10.0% | 0.06% | −0.03 |
| PEP Pepsico Inc. | Add +0.9% | 0.77% | −0.03 |
| TGT Target Corp. | Add +0.8% | 0.10% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Add +3.2% | 1.26% | −0.07 |
| XLK SS Technology Select Sector | Add +3.5% | 0.77% | −0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 174 | $700.2M | VGSH, VCSH, AAPL, VEA, BIV |
| Q1 2026 | 168 | $631.9M | VGSH, VCSH, AAPL, MSFT, VEA |
| Q4 2025 | 166 | $636.3M | VGSH, VCSH, AAPL, MSFT, BIV |
| Q3 2025 | 155 | $599.3M | VGSH, VCSH, MSFT, AAPL, BIV |
| Q2 2025 | 148 | $565.8M | VGSH, VCSH, MSFT, AAPL, BIV |
| Q1 2025 | 135 | $527.2M | VGSH, VCSH, AAPL, MSFT, BIV |
| Q4 2024 | 139 | $512.6M | VGSH, AAPL, VCSH, MSFT, BIV |
| Q3 2024 | 137 | $500.3M | VGSH, AAPL, VCSH, MSFT, VEA |
| Q2 2024 | 133 | $468.4M | VCSH, AAPL, VGSH, MSFT, VEA |
| Q1 2024 | 138 | $479.5M | VCSH, VGSH, AAPL, MSFT, VEA |