American Institute for Advanced Investment Management, LLP

Est. AUM

$154.3M

13F long equity, this entity only

Positions

153

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	RUS 1000 GRW ETF	$10.8M	25240	6.97%	SOLE
2	ISHARES TR	RUS 1000 VAL ETF	$6.7M	31537	4.37%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.2M	9512	4.01%	SOLE
4	APPLE INC	COM	$5.0M	19720	3.24%	SOLE
5	PIMCO ETF TR	ENHAN SHRT MA AC	$3.7M	36728	2.39%	SOLE
6	MICROSOFT CORP	COM	$3.4M	9299	2.23%	SOLE
7	SPDR GOLD TR	GOLD SHS	$2.7M	6392	1.77%	SOLE
8	ISHARES TR	RUSSELL 2000 ETF	$2.7M	10977	1.76%	SOLE
9	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.6M	12286	1.71%	SOLE
10	VANGUARD INDEX FDS	TOTAL STK MKT	$2.6M	8086	1.68%	SOLE
11	VANGUARD INDEX FDS	GROWTH ETF	$2.6M	5934	1.68%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$2.5M	12945	1.65%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$2.4M	26670	1.58%	SOLE
14	INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$2.4M	14579	1.57%	SOLE
15	VANECK ETF TRUST	URANIUM AND NUCL	$2.3M	17343	1.50%	SOLE
16	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.3M	3718	1.49%	SOLE
17	AMAZON COM INC	COM	$2.1M	10229	1.38%	SOLE
18	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$2.1M	17379	1.37%	SOLE
19	GLOBAL X FDS	US INFR DEV ETF	$2.1M	40474	1.33%	SOLE
20	NVIDIA CORPORATION	COM	$2.0M	11682	1.32%	SOLE
21	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTR SML	$2.0M	46904	1.30%	SOLE
22	CONSTELLATION ENERGY CORP	COM	$1.7M	6021	1.10%	SOLE
23	ABBVIE INC	COM	$1.7M	7659	1.08%	SOLE
24	GLOBAL X FDS	DEFENSE TECH ETF	$1.7M	23332	1.07%	SOLE
25	JOHNSON & JOHNSON	COM	$1.6M	6485	1.03%	SOLE
26	VANGUARD WORLD FD	INF TECH ETF	$1.5M	2197	0.99%	SOLE
27	VANECK ETF TRUST	SEMICONDUCTR ETF	$1.5M	3972	0.99%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.5M	9975	0.95%	SOLE
29	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.4M	29258	0.94%	SOLE
30	GLOBAL X FDS	ARTIFICIAL ETF	$1.4M	30249	0.91%	SOLE
31	MCKESSON CORP	COM	$1.4M	1600	0.90%	SOLE
32	HOME DEPOT INC	COM	$1.3M	10106	0.83%	SOLE
33	ISHARES TR	GLB INFRASTR ETF	$1.3M	18977	0.82%	SOLE
34	ILLINOIS TOOL WKS INC	COM	$1.3M	4840	0.82%	SOLE
35	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.3M	6807	0.81%	SOLE
36	FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$1.2M	52315	0.80%	SOLE
37	ISHARES TR	U.S. TECH ETF	$1.2M	6780	0.80%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.2M	9225	0.79%	SOLE
39	VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.2M	4687	0.78%	SOLE
40	COSTCO WHOLESALE CORPORATION	COM	$1.1M	1112	0.72%	SOLE
41	INVESCO EXCHANGE TRADED FD T	WATER RES ETF	$1.1M	16440	0.71%	SOLE
42	SPDR INDEX SHS FDS	STATE STREET SPD	$1.1M	23744	0.70%	SOLE
43	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.1M	5596	0.70%	SOLE
44	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.0M	12481	0.67%	SOLE
45	ISHARES TR	ISHS 1-5YR INVS	$1.0M	19507	0.66%	SOLE
46	ALPHABET INC	CAP STK CL A	$1.0M	3631	0.66%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	6850	0.65%	SOLE
48	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$991K	50493	0.64%	SOLE
49	BLACKROCK UTILS INFRASTRUCTU	COM	$978K	37065	0.63%	SOLE
50	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$910K	32509	0.59%	SOLE

1–50 of 153

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.