American Institute for Advanced Investment Management, LLP holds a diversified book of 159 reported positions worth $173.1M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened First Trust Materials Alphad and trimmed Ishares Russell 1000 Value E. Their largest long position is Ishares Russell 1000 Growth at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.8 points over this window.
Growth of $10,000 cloning American Institute for Advanced Investment Management, LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as American Institute for Advanced Investment Management, LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 49 / 80 | $278.0B |
| Hoffman, Alan N Investment Management | 9 / 80 | $157.0M |
| Emerald Advisors, LLC | 20 / 80 | $647.4M |
| Wallace Hart LLC | 20 / 80 | $130.0M |
| Ebert Capital Management Inc. | 12 / 80 | $85.0M |
| Outlook Capital Management, LLC | 9 / 80 | $239.3M |
| Integrated Financial Solutions, Inc. | 11 / 80 | $141.1M |
| Summa Corp. | 26 / 80 | $242.5M |
Ranked by the share of each fund's own book sitting in the names it shares with American Institute for Advanced Investment Management, LLP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR RUS 1000 GRW ETF | $12.5M | 100.4K | 7.2% | ▲+298% Added · +75K sh | |
| 2 | Ishares TR RUS 1000 VAL ETF | $7.6M | 31.2K | 4.4% | ▼−1.0% Reduced · −321 sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $6.9M | 9.3K | 4.0% | ▼−2.6% Reduced · −249 sh | |
| 4 | Apple Inc COM | $5.7M | 19.6K | 3.3% | ▼−0.9% Reduced · −170 sh | |
| 5 | Pimco ETF TR ENHAN SHRT MA AC | $3.7M | 37.0K | 2.2% | ▲+0.6% Added · +230 sh | |
| 6 | Microsoft Corp COM | $3.5M | 9.3K | 2.0% | ▲+0.1% Added · +10 sh | |
| 7 | Ishares TR RUSSELL 2000 ETF | $3.3M | 10.9K | 1.9% | ▼−0.6% Reduced · −65 sh | |
| 8 | Vanguard Index FDS GROWTH ETF | $3.1M | 35.7K | 1.8% | ▲+501% Added · +30K sh | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $3.0M | 8.1K | 1.7% | ▲+0.7% Added · +58 sh | |
| 10 | Vanguard Index FDS VALUE ETF | $2.8M | 13.0K | 1.6% | ▲+0.4% Added · +58 sh | |
| 11 | Vanguard Specialized Funds DIV APP ETF | $2.8M | 11.7K | 1.6% | ▼−5.0% Reduced · −620 sh | |
| 12 | Vaneck ETF Trust SEMICONDUCTR ETF | $2.7M | 4.1K | 1.5% | ▲+2.4% Added · +95 sh | |
| 13 | Invesco Exchange Traded FD T AEROSPACE DEFN | $2.7M | 15.0K | 1.5% | ▲+3.1% Added · +455 sh | |
| 14 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $2.6M | 3.7K | 1.5% | ▼−0.6% Reduced · −22 sh | |
| 15 | First TR Exchange-Traded FD NASDQ CLN EDGE | $2.5M | 17.7K | 1.5% | ▲+1.7% Added · +296 sh | |
| 16 | Amazon Com Inc COM | $2.4M | 10.2K | 1.4% | ▼−0.7% Reduced · −75 sh | |
| 17 | Global X FDS US INFR DEV ETF | $2.4M | 40.8K | 1.4% | ▲+0.7% Added · +285 sh | |
| 18 | SPDR Gold TR GOLD SHS | $2.3M | 6.2K | 1.3% | ▼−3.5% Reduced · −225 sh | |
| 19 | John Hancock Exchange Traded MULTIFACTR SML | $2.3M | 46.7K | 1.3% | ▼−0.5% Reduced · −218 sh | |
| 20 | Nvidia Corporation COM | $2.1M | 10.7K | 1.2% | ▼−8.8% Reduced · −1K sh | |
| 21 | SPDR Series Trust ST STR BLO 1 ETF | $2.1M | 23.0K | 1.2% | ▼−14% Reduced · −4K sh | |
| 22 | Vanguard World FD INF TECH ETF | $2.1M | 17.4K | 1.2% | ▲+692% Added · +15K sh | |
| 23 | Global X FDS ARTIFICIAL ETF | $2.0M | 31.0K | 1.2% | ▲+2.6% Added · +793 sh | |
| 24 | Vaneck ETF Trust URANI NUCLE ETF | $2.0M | 17.4K | 1.2% | ▲+0.5% Added · +85 sh | |
| 25 | Abbvie Inc COM | $1.8M | 7.2K | 1.0% | ▼−5.9% Reduced · −455 sh | |
| 26 | Ishares TR U.S. TECH ETF | $1.7M | 6.9K | 1.0% | ▲+2.2% Added · +149 sh | |
| 27 | Select Sector SPDR TR ST STR TECHN ETF | $1.7M | 9.1K | 1.0% | ▼−1.9% Reduced · −175 sh | |
| 28 | Johnson & Johnson COM | $1.6M | 6.3K | 0.9% | ▼−2.2% Reduced · −145 sh | |
| 29 | Select Sector SPDR TR ST STR FINL ETF | $1.5M | 28.6K | 0.9% | ▼−2.4% Reduced · −700 sh | |
| 30 | Constellation Energy Corp COM | $1.5M | 6.0K | 0.9% | —Held | |
| 31 | Select Sector SPDR TR ST STR CARE ETF | $1.5M | 9.3K | 0.8% | ▼−7.1% Reduced · −708 sh | |
| 32 | Vanguard Index FDS MCAP GR IDXVIP | $1.4M | 4.7K | 0.8% | ▲+0.4% Added · +19 sh | |
| 33 | Vanguard Index FDS MCAP VL IDXVIP | $1.3M | 6.8K | 0.8% | ▼−0.2% Reduced · −12 sh | |
| 34 | Home Depot Inc COM | $1.3M | 10.0K | 0.8% | ▼−1.0% Reduced · −105 sh | |
| 35 | Illinois Tool WKS Inc COM | $1.3M | 4.8K | 0.8% | —Held | |
| 36 | SPDR Index SHS FDS ST STR PO EX ETF | $1.3M | 25.9K | 0.8% | ▲+9.0% Added · +2K sh | |
| 37 | First TR Exchange Traded FD BUYWRIT INCM ETF | $1.3M | 52.1K | 0.7% | ▼−0.4% Reduced · −200 sh | |
| 38 | Ishares TR GLB INFRASTR ETF | $1.3M | 18.9K | 0.7% | ▼−0.6% Reduced · −110 sh | |
| 39 | Alphabet Inc CAP STK CL A | $1.2M | 3.6K | 0.7% | ▼−1.2% Reduced · −44 sh | |
| 40 | McKesson Corp COM | $1.2M | 1.6K | 0.7% | —Held | |
| 41 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.2M | 5.6K | 0.7% | ▼−0.8% Reduced · −45 sh | |
| 42 | Global X FDS DEFENSE TECH ETF | $1.1M | 19.2K | 0.7% | ▼−18% Reduced · −4K sh | |
| 43 | Invesco Exchange Traded FD T WATER RES ETF | $1.1M | 16.3K | 0.7% | ▼−0.7% Reduced · −110 sh | |
| 44 | BlackRock Utils Infrastructu COM | $1.1M | 38.1K | 0.6% | ▲+2.9% Added · +1K sh | |
| 45 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $1.1M | 12.5K | 0.6% | ▲~0% Added · +3 sh | |
| 46 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $1.1M | 54.5K | 0.6% | ▲+8.0% Added · +4K sh | |
| 47 | Microchip Technology Inc. COM | $1.1M | 11.7K | 0.6% | —Held | |
| 48 | Ishares TR ISHS 1-5YR INVS | $1.1M | 20.4K | 0.6% | ▲+4.4% Added · +855 sh | |
| 49 | SPDR Series Trust ST STR SP DIV | $1.0M | 6.8K | 0.6% | —Held | |
| 50 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $1.0M | 50.7K | 0.6% | ▲+16% Added · +7K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show American Institute for Advanced Investment Management, LLP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 159 | $173.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 24d | 153 | $154.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 35d | 150 | $155.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 34d | 147 | $152.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 36d | 146 | $141.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 143 | $131.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 132 | $134.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 23d | 140 | $139.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.