StockDriftsStockDriftsTop 50 American Financial & Tax Strategies INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XSOE | WISDOMTREE TR | 5.41% | 243.7K | $12.0M | -0.63%(-1.54K) | $27.94(+67.51%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.11% | 233.7K | $11.3M | -0.04%(-99) | $48.71(-1.79%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 4.37% | 75.7K | $9.7M | -5.85%(-4.70K) | $73.23(+74.75%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 3.78% | 137.5K | $8.4M | -0.83%(-1.16K) | $45.63(+38.93%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 3.36% | 84.6K | $7.4M | -6.46%(-5.84K) | $49.98(+80.91%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 3.1% | 110.2K | $6.9M | +0.13%(+147) | $54.63(+28.31%) | 2026-06-30 | |
| QHY | WISDOMTREE TR | 3.09% | 149.2K | $6.8M | -0.33%(-499) | $45.99(-0.45%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 2.94% | 54.7K | $6.5M | -7.57%(-4.48K) | $62.17(+97.49%) | 2026-06-30 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 2.76% | 81.5K | $6.1M | -0.51%(-414) | $60.73(+24.79%) | 2026-06-30 | |
| FREL | FIDELITY COVINGTON TRUST | 2.64% | 199.6K | $5.8M | -0.09%(-187) | $25.05(+17.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.51% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.66% |
American Financial & Tax Strategies INC reports $221.35M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are XSOE (5.4%), BNDX (5.1%) and VONG (4.4%). The top 20 holdings account for 57.34% of reported assets. Its disclosed equity book has returned +31.51% cumulatively over 10 quarters. Figures reflect the Q2 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