StockDriftsStockDriftsTop 50 American Institute for Advanced Investment Management, LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 7.21% | 100.4K | $12.5M | -0.52%(-528) | $45.10(+173.62%) | 2026-06-30 | |
| IWD | ISHARES TR | 4.37% | 31.2K | $7.6M | -1.02%(-321) | $138.92(+85.24%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4% | 9.3K | $6.9M | -2.62%(-249) | $311.62(+148.81%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.27% | 19.6K | $5.7M | -0.86%(-170) | $81.77(+273.47%) | 2026-06-30 | |
| MINT | PIMCO ETF TR | 2.15% | 37.0K | $3.7M | +0.63%(+230) | $101.50(-0.82%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.01% | 9.3K | $3.5M | +0.11%(+10) | $185.80(+161.61%) | 2026-06-30 | |
| IWM | ISHARES TR | 1.89% | 10.9K | $3.3M | -0.59%(-65) | $173.09(+75.49%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 1.78% | 35.7K | $3.1M | +0.17%(+60) | $37.19(+139.78%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.74% | 8.1K | $3.0M | +0.72%(+58) | $159.05(+141.03%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 1.64% | 13.0K | $2.8M | +0.45%(+58) | $144.28(+57.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.47% | +50.00% | +8.13% | +47.81% |
| Top 20 Holdings Unweighted | +13.10% | +44.69% | +7.03% | +40.48% |
American Institute for Advanced Investment Management, LLP reports $173.06M in US-listed equity holdings across 159 positions in its most recent 13F filing. Its largest disclosed positions are IWF (7.2%), IWD (4.4%) and SPY (4.0%). The top 20 holdings account for 44.33% of reported assets. Its disclosed equity book has returned +50.00% on a three-year cumulative basis. 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 Institute for Advanced Investment Management, LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1805824). View American Institute for Advanced Investment Management, LLP’s 13F filings on SEC