American Money Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), American Money Management, LLC reported 148 stock positions worth $565.8 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 Microsoft (MSFT, 5.2%). Compared with Q1 2025, it opened 17 new positions, sold out of 4, added to 60 and reduced 54. The biggest buy was S&P Global (SPGI, shares +78%) and the biggest sale Starbucks (SBUX, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- Rancho Santa Fe, CA
- CIK
- 0001600085
- Portfolio Value
- $565.8M (Q2 2025)
- SEC Filing
- 0001162044-25-000811 ↗ filed Aug 13, 2025
Holdings Value
Holdings 148 stocks · $565.8M
| VGSH Vanguard Short-Term Treasury | 6.33% | 609,532 | $35.8M | Add +7.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.76% | 409,941 | $32.6M | Add +5.7% |
| MSFT Microsoft Corp. | 5.25% | 59,664 | $29.7M | Reduce -0.1% |
| AAPL Apple Inc. | 4.08% | 112,545 | $23.1M | Reduce -1.8% |
| BIV Vanguard Intermediate-Term B | 3.53% | 258,330 | $20.0M | Add +5.8% |
| VEA Vanguard Ftse Developed ETF | 3.49% | 346,125 | $19.7M | Add +0.7% |
| JCPB JPMorgan Core Plus Bond ETF | 3.41% | 409,638 | $19.3M | Add +3.5% |
| STIP iShares 0-5 Year Tips Bond E | 2.30% | 126,493 | $13.0M | Add +1.5% |
| V Visa Inc. Class A | 2.20% | 35,033 | $12.4M | Add +2.9% |
| MA Mastercard Inc. Class A | 2.09% | 20,999 | $11.8M | Add +1.7% |
| JPM JPMorgan Chase & Co. | 2.03% | 39,656 | $11.5M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 1.99% | 11,371 | $11.3M | Reduce -3.9% |
| TPL Texas Pacific Land Corp. | 1.99% | 10,651 | $11.3M | Reduce -5.3% |
| SCHX Schwab US Large-Cap ETF | 1.97% | 455,693 | $11.1M | Add +0.5% |
| QUS SS SPDR MSCI U Stratfact ETF | 1.90% | 65,951 | $10.8M | Add +1.1% |
| INTU Intuit Inc. | 1.86% | 13,380 | $10.5M | Reduce -1.0% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 1.85% | 185,973 | $10.5M | Reduce -1.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.78% | 33,085 | $10.1M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 1.70% | 13,059 | $9.6M | Add +6.0% |
| PM Philip Morris International | 1.70% | 52,811 | $9.6M | Reduce -1.6% |
| GE General Electric filed as GE AEROSPACE | 1.63% | 35,775 | $9.2M | Add +3.3% |
| HD Home Depot Inc. | 1.56% | 24,041 | $8.8M | Add +0.4% |
| BR Broadridge Financial Solutio | 1.53% | 35,638 | $8.7M | Add +5.1% |
| BLK BlackRock Inc. | 1.41% | 7,585 | $8.0M | Add +0.4% |
| ABBV Abbvie Inc. | 1.34% | 40,871 | $7.6M | Reduce -0.1% |
| SCHM Schwab US Mid Cap ETF | 1.27% | 255,934 | $7.2M | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 1.25% | 64,923 | $7.1M | Add +2.1% |
| ASML ASML Holding NV-NY Reg SHS | 1.23% | 8,713 | $7.0M | Add +1.8% |
| NOC Northrop Grumman Corp. | 1.16% | 13,164 | $6.6M | Reduce -0.0% |
| LMT Lockheed Martin Corp. | 1.12% | 13,720 | $6.4M | Reduce -2.9% |
| MAR Marriott International Class A | 1.12% | 23,195 | $6.3M | Add +0.6% |
| MCD McDonald's Corp. | 1.10% | 21,363 | $6.2M | Reduce -0.1% |
| PAYX Paychex Inc. | 1.10% | 42,712 | $6.2M | Reduce -0.4% |
| UNP Union Pacific Corp. | 1.07% | 26,393 | $6.1M | Add +0.2% |
| DPZ Domino's Pizza Inc. | 1.07% | 13,408 | $6.0M | Add +7.4% |
| SDY SS SPDR S&P Dividend ETF | 1.05% | 43,870 | $6.0M | Add +2.5% |
| JNJ Johnson & Johnson | 1.04% | 38,494 | $5.9M | Add +1.8% |
| ICE Intercontinental Exchange Inc. | 1.03% | 31,622 | $5.8M | Add +5.5% |
| SPGI S&P Global Inc. | 0.99% | 10,580 | $5.6M | Add +77.6% |
| GOOGL Alphabet Inc. Class A | 0.94% | 30,135 | $5.3M | Reduce -2.3% |
| XLK SS Technology Select Sector | 0.93% | 20,873 | $5.3M | Add +5.6% |
| QCOM Qualcomm Inc. | 0.93% | 32,892 | $5.2M | Add +22.3% |
| QUAL iShares MSCI USA Quality Fac | 0.88% | 27,092 | $5.0M | Add +17.1% |
| AMZN Amazon.com Inc. | 0.86% | 22,136 | $4.9M | Add +12.9% |
| NVDA Nvidia Corp. | 0.73% | 26,218 | $4.1M | Add +5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 8,455 | $4.1M | Reduce -4.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.69% | 74,235 | $3.9M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.66% | 4,772 | $3.7M | Add +0.0% |
| PEP Pepsico Inc. | 0.64% | 27,590 | $3.6M | Add +1.8% |
| IDV iShares International Select | 0.61% | 99,520 | $3.4M | Add +2.6% |
| GOOG Alphabet Inc. Class C | 0.57% | 18,194 | $3.2M | Add +97.3% |
| WFC Wells Fargo & Co. | 0.52% | 36,576 | $2.9M | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.51% | 10,278 | $2.9M | Reduce -0.1% |
| LNG Cheniere Energy Inc. | 0.43% | 9,951 | $2.4M | Reduce -3.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 4,064 | $2.2M | Reduce -2.1% |
| NXPI NXP Semiconductors NV | 0.36% | 9,446 | $2.1M | Reduce -2.9% |
| AMAT Applied Materials Inc. | 0.34% | 10,540 | $1.9M | Add +3.7% |
| TXN Texas Instruments Inc. | 0.27% | 7,393 | $1.5M | Reduce -4.7% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.27% | 29,748 | $1.5M | Reduce -20.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.20% | 3,962 | $1.1M | No change |
| PANW Palo Alto Networks Inc. | 0.20% | 5,470 | $1.1M | Add +1.1% |
| ULTA Ulta Beauty Inc. | 0.19% | 2,316 | $1.1M | Add +5.7% |
| VONG Vanguard Russell 1000 Growth | 0.19% | 9,876 | $1.1M | Reduce -8.8% |
| COF Capital One Financial Corp. | 0.18% | 4,725 | $1.0M | New |
| NSC Norfolk Southern Corp. | 0.17% | 3,739 | $957K | No change |
| SCHW Schwab (charles) Corp. | 0.16% | 10,014 | $914K | Reduce -5.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 3,695 | $876K | Reduce -0.2% |
| MDY State Street SPDR S&P Midcap | 0.15% | 1,526 | $864K | Reduce -0.5% |
| CSCO Cisco Systems Inc. | 0.15% | 12,441 | $863K | Add +1.7% |
| UNH Unitedhealth Group Inc. | 0.15% | 2,734 | $853K | Add +14.4% |
| AVGO Broadcom Inc. | 0.15% | 2,983 | $822K | Add +17.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.14% | 4,423 | $782K | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 0.14% | 1,351 | $767K | Add +6.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 16,112 | $762K | Add +0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.13% | 10,480 | $762K | Reduce -2.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 3,803 | $742K | Reduce -3.5% |
| SBUX Starbucks Corp. | 0.13% | 8,020 | $735K | Reduce -84.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.13% | 1 | $729K | No change |
| ORCL Oracle Corp. | 0.13% | 3,236 | $708K | Add +9.9% |
| VT Vanguard Tot World STK ETF | 0.12% | 5,423 | $697K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 1,087 | $672K | Reduce -0.8% |
| UBER Uber Technologies Inc. | 0.12% | 7,177 | $670K | New |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 3,125 | $640K | No change |
| IJH iShares Core S&P Midcap ETF | 0.11% | 10,244 | $635K | Add +0.1% |
| CDNS Cadence Design SYS Inc. | 0.11% | 2,043 | $630K | New |
| IWF iShares Russell 1000 Growth | 0.11% | 1,481 | $629K | Reduce -2.7% |
| JEPI JPMorgan Equity Premium Inco | 0.10% | 10,368 | $589K | Reduce -4.6% |
| SGOL Abrdn Physical Gold Shares | 0.10% | 18,458 | $582K | Add +1.1% |
| ADP Automatic Data Processing | 0.10% | 1,846 | $569K | Add +7.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.10% | 3,338 | $549K | No change |
| VHT Vanguard Health Care ETF | 0.09% | 2,135 | $530K | No change |
| TGT Target Corp. | 0.09% | 5,244 | $517K | Add +0.8% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.09% | 19,269 | $485K | Add +0.2% |
| YUM Yum! Brands Inc. | 0.09% | 3,245 | $481K | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.08% | 4,337 | $468K | Reduce -2.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 3,767 | $467K | Add +0.3% |
| CAT Caterpillar Inc. | 0.08% | 1,173 | $455K | Reduce -5.2% |
| HON Honeywell International Inc. | 0.08% | 1,948 | $454K | No change |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.08% | 21,001 | $442K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 1,945 | $441K | Reduce -28.1% |
Portfolio Sells Q1 2025 → Q2 2025
| SBUX Starbucks Corp. | Reduce -84.7% | 0.13% | −0.84 |
| TPL Texas Pacific Land Corp. | Reduce -5.3% | 1.99% | −0.84 |
| AAPL Apple Inc. | Reduce -1.8% | 4.08% | −0.75 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.33 |
| ABBV Abbvie Inc. | Reduce -0.1% | 1.34% | −0.28 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.1% | 0.73% | −0.16 |
| MCD McDonald's Corp. | Reduce -0.1% | 1.10% | −0.16 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.16 |
| PAYX Paychex Inc. | Reduce -0.4% | 1.10% | −0.16 |
| COST Costco Wholesale Corp. | Reduce -3.9% | 1.99% | −0.13 |
| NOC Northrop Grumman Corp. | Reduce -0.0% | 1.16% | −0.12 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -20.2% | 0.27% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -2.9% | 1.12% | −0.07 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.5% | 0.69% | −0.04 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.04 |
| JPEM JPM Diversified Ret Em Equit | Reduce -1.6% | 1.85% | −0.04 |
| LNG Cheniere Energy Inc. | Reduce -3.6% | 0.43% | −0.02 |
| DUK Duke Energy Corp. | Reduce -25.9% | 0.04% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -2.7% | 0.08% | −0.02 |
| CHKP Check Point Software Tech | Reduce -14.9% | 0.05% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -4.6% | 0.10% | −0.01 |
| YUM Yum! Brands Inc. | Reduce -0.3% | 0.09% | −0.01 |
| IMCG iShares Morningstar Mid-Cap | Reduce -18.3% | 0.07% | −0.01 |
| DDWM Wisdomtree DY Inter Eq FD-US | Reduce -13.5% | 0.07% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.5% | 0.13% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -14.7% | 0.04% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.5% | 0.14% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -8.6% | 0.04% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -28.1% | 0.08% | −0.01 |
| ET Energy Transfer LP | Reduce -2.1% | 0.04% | −0.01 |
| MU Micron Technology Inc. | Reduce -29.5% | 0.07% | −0.01 |
| TJX TJX Companies Inc. | Reduce -0.3% | 0.07% | −0.00 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -9.2% | 0.04% | −0.00 |
| F Ford Motor Co. | Reduce -10.3% | 0.02% | −0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -2.6% | 0.06% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -0.5% | 0.15% | −0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -5.0% | 0.06% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.2% | 0.15% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -3.9% | 0.07% | −0.00 |
| VONG Vanguard Russell 1000 Growth | Reduce -8.8% | 0.19% | 0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.1% | 0.13% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 0.12% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.3% | 0.04% | +0.00 |
| CAT Caterpillar Inc. | Reduce -5.2% | 0.08% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.1% | 0.51% | +0.00 |
| SCHW Schwab (charles) Corp. | Reduce -5.2% | 0.16% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -2.7% | 0.11% | +0.01 |
| TXN Texas Instruments Inc. | Reduce -4.7% | 0.27% | +0.01 |
| NXPI NXP Semiconductors NV | Reduce -2.9% | 0.36% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| SPGI S&P Global Inc. | Add +77.6% | 0.99% | +0.41 |
| META Meta Platforms Inc. Class A | Add +6.0% | 1.70% | +0.36 |
| GE General Electric | Add +3.3% | 1.63% | +0.31 |
| GOOG Alphabet Inc. Class C | Add +97.3% | 0.57% | +0.30 |
| NVDA Nvidia Corp. | Add +5.8% | 0.73% | +0.22 |
| COF Capital One Financial Corp. | New | 0.18% | +0.18 |
| VEA Vanguard Ftse Developed ETF | Add +0.7% | 3.49% | +0.17 |
| XLK SS Technology Select Sector | Add +5.6% | 0.93% | +0.16 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.8% | 1.23% | +0.16 |
| AMZN Amazon.com Inc. | Add +12.9% | 0.86% | +0.15 |
| QCOM Qualcomm Inc. | Add +22.3% | 0.93% | +0.14 |
| QUAL iShares MSCI USA Quality Fac | Add +17.1% | 0.88% | +0.13 |
| UBER Uber Technologies Inc. | New | 0.12% | +0.12 |
| CDNS Cadence Design SYS Inc. | New | 0.11% | +0.11 |
| MAR Marriott International Class A | Add +0.6% | 1.12% | +0.08 |
| IBDW iShares Ibonds Dec 2031 Corp. | New | 0.08% | +0.08 |
| O Realty Income Corp. | New | 0.07% | +0.07 |
| SCHX Schwab US Large-Cap ETF | Add +0.5% | 1.97% | +0.07 |
| AVGO Broadcom Inc. | Add +17.5% | 0.15% | +0.06 |
| AMAT Applied Materials Inc. | Add +3.7% | 0.34% | +0.06 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.06% | +0.06 |
| IBM Intl Business Machines Corp. | New | 0.06% | +0.06 |
| VZ Verizon Communications Inc. | New | 0.05% | +0.05 |
| Raytheon Technologies Ord | New | 0.05% | +0.05 |
| BLK BlackRock Inc. | Add +0.4% | 1.41% | +0.05 |
| ORCL Oracle Corp. | Add +9.9% | 0.13% | +0.05 |
| ICE Intercontinental Exchange Inc. | Add +5.5% | 1.03% | +0.05 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.04% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | New | 0.04% | +0.04 |
| SHYD Vaneck SH Hi YLD Muni | New | 0.04% | +0.04 |
| ULTA Ulta Beauty Inc. | Add +5.7% | 0.19% | +0.04 |
| IWP iShares Russell Mid-Cap Grow | New | 0.04% | +0.04 |
| IDV iShares International Select | Add +2.6% | 0.61% | +0.04 |
| VGSH Vanguard Short-Term Treasury | Add +7.7% | 6.33% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +1.1% | 0.20% | +0.02 |
| TSLA Tesla Inc. | Add +12.9% | 0.07% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +39.7% | 0.06% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +6.8% | 0.14% | +0.01 |
| DIS The Walt Disney Co. | Add +0.3% | 0.08% | +0.01 |
| CSCO Cisco Systems Inc. | Add +1.7% | 0.15% | +0.01 |
| BAC Bank of America Corp. | Add +0.6% | 0.13% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +0.8% | 1.27% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.06% | +0.00 |
| EPD Enterprise Products Partners | Add +30.4% | 0.05% | +0.00 |
| ADP Automatic Data Processing | Add +7.3% | 0.10% | +0.00 |
| CME Cme Group Inc. | Add +3.9% | 0.04% | +0.00 |
| HDST Headstrong Group Inc. | New | 0.00% | 0.00 |
| MJNA Medical Marijuana Inc. | New | 0.00% | 0.00 |
| MCIC Multicorp International Inc. | New | 0.00% | 0.00 |
| NGTF Nightfood Holdings Inc. | New | 0.00% | 0.00 |
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 |