StockDriftsStockDriftsTop 50 American Financial & Tax Strategies INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XSOE | WISDOMTREE TR | 5.19% | 240.9K | $11.3M | -1.17%(-2.85K) | $27.94(+59.10%) | 2026-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.08% | 235.4K | $11.0M | +0.73%(+1.70K) | $48.70(-3.43%) | 2026-09-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 4.54% | 76.5K | $9.9M | +1.10%(+834) | $73.58(+71.53%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 3.89% | 138.3K | $8.5M | +0.57%(+781) | $45.72(+37.78%) | 2026-09-30 | |
| MGK | VANGUARD WORLD FD | 3.44% | 80.6K | $7.5M | -4.70%(-3.98K) | $49.98(+82.04%) | 2026-09-30 | |
| COWZ | PACER FDS TR | 3.4% | 110.5K | $7.4M | +0.28%(+307) | $54.66(+28.48%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 3.08% | 54.4K | $6.7M | -0.48%(-264) | $62.17(+95.17%) | 2026-09-30 | |
| QHY | WISDOMTREE TR | 3.03% | 148.9K | $6.6M | -0.15%(-224) | $45.99(-3.28%) | 2026-09-30 | |
| COMB | GRANITESHARES ETF TR | 2.8% | 218.2K | $6.1M | -0.66%(-1.44K) | $20.40(+39.39%) | 2026-09-30 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 2.62% | 80.8K | $5.7M | -0.80%(-655) | $60.73(+21.15%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.72% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.02% |
American Financial & Tax Strategies INC reports $217.24M in US-listed equity holdings across 101 positions in its most recent 13F filing. Its largest disclosed positions are XSOE (5.2%), BNDX (5.1%) and VONG (4.5%). The top 20 holdings account for 57.87% of reported assets. Its disclosed equity book has returned +30.72% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from American Financial & Tax Strategies INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 911927). View American Financial & Tax Strategies INC’s 13F filings on SEC