American Investment Services, Inc. holds a diversified book of 133 stocks worth $473.3M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Flex Ltd and trimmed Dimensional US Marketwide Va. Their largest long position is SPDR Gold Minishares Trust at 8% of the equity book.
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.
23% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as American Investment Services, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $57.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $12.5B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $10.1B |
| Farther Finance Advisors, LLC | 80 / 80 | $2.5B |
| JPMORGAN CHASE & CO | 79 / 80 | $154.0B |
| ROYAL BANK OF CANADA | 79 / 80 | $58.2B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $10.8B |
| CWM, LLC | 79 / 80 | $5.8B |
Ranked by how many of American Investment Services, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | World Gold TR SPDR GLD MINIS | $39.0M | 491.6K | 8.2% | ▲+4.7% Added · +22K sh | |
| 2 | Vanguard Index FDS GROWTH ETF | $38.9M | 451.6K | 8.2% | ▲+469% Added · +372K sh | |
| 3 | Dimensional ETF Trust US MKTWIDE VALUE | $26.1M | 474.7K | 5.5% | ▼−1.2% Reduced · −6K sh | |
| 4 | Vanguard Whitehall FDS INTL HIGH ETF | $20.3M | 206.9K | 4.3% | ▼−4.8% Reduced · −10K sh | |
| 5 | Dimensional ETF Trust US SMALL CAP ETF | $15.1M | 183.7K | 3.2% | ▲+2.5% Added · +4K sh | |
| 6 | Dimensional ETF Trust INTL CORE EQUITY | $15.0M | 403.8K | 3.2% | ▲+1.6% Added · +6K sh | |
| 7 | Dimensional ETF Trust US EQUI MARK ETF | $14.9M | 181.9K | 3.1% | ▲+4.9% Added · +8K sh | |
| 8 | Vanguard Index FDS VALUE ETF | $13.1M | 60.0K | 2.8% | ▼−0.1% Reduced · −90 sh | |
| 9 | Dimensional ETF Trust GLOBAL REAL EST | $11.2M | 386.6K | 2.4% | ▲+7.8% Added · +28K sh | |
| 10 | Dimensional ETF Trust EMERGING MKTS CO | $11.0M | 269.5K | 2.3% | ▼~0% Reduced · −100 sh | |
| 11 | Vanguard World FD UTILITIES ETF | $10.8M | 55.1K | 2.3% | ▲+3.5% Added · +2K sh | |
| 12 | Dimensional ETF Trust US TARGETED VLU | $10.0M | 142.4K | 2.1% | ▼−0.1% Reduced · −214 sh | |
| 13 | Vanguard Mun BD FDS SHORT TAX EXEMPT | $9.9M | 128.7K | 2.1% | ▲+11% Added · +12K sh | |
| 14 | Chevron Corporation COM | $9.4M | 56.7K | 2.0% | ▼−0.8% Reduced · −438 sh | |
| 15 | Merck & Co Inc COM | $9.3M | 72.2K | 2.0% | ▲+8.6% Added · +6K sh | |
| 16 | Dimensional ETF Trust WORLD EQUITY ETF | $9.1M | 110.0K | 1.9% | ▼−3.1% Reduced · −4K sh | |
| 17 | Dimensional ETF Trust WORLD EX US CORE | $9.1M | 247.0K | 1.9% | ▲+6.3% Added · +15K sh | |
| 18 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $8.8M | 123.9K | 1.9% | ▼−1.7% Reduced · −2K sh | |
| 19 | Verizon Communications Inc COM | $8.7M | 205.6K | 1.8% | ▲+8.2% Added · +16K sh | |
| 20 | Vanguard Index FDS SM CP VAL ETF | $7.4M | 30.4K | 1.6% | ▼−1.4% Reduced · −420 sh | |
| 21 | Vanguard Index FDS REAL ESTATE ETF | $6.9M | 71.6K | 1.5% | ▲+0.3% Added · +231 sh | |
| 22 | Ishares Gold TR ISHARES NEW | $6.8M | 89.4K | 1.4% | ▼−1.9% Reduced · −2K sh | |
| 23 | Vanguard Index FDS SMALL CP ETF | $6.7M | 22.2K | 1.4% | ▼−13% Reduced · −3K sh | |
| 24 | Dimensional ETF Trust US SMALL CAP ETF | $6.0M | 155.9K | 1.3% | ▲+0.6% Added · +896 sh | |
| 25 | Vanguard Index FDS S&P 500 ETF SHS | $6.0M | 8.7K | 1.3% | ▲+1.0% Added · +85 sh | |
| 26 | Dimensional ETF Trust US LARG VALU ETF | $5.4M | 136.7K | 1.1% | ▲+5.1% Added · +7K sh | |
| 27 | Dimensional ETF Trust NATL MUN BD ETF | $4.8M | 98.5K | 1.0% | ▲+0.5% Added · +523 sh | |
| 28 | Schwab Strategic TR SHT TM US TRES | $4.5M | 185.0K | 0.9% | ▲+2.3% Added · +4K sh | |
| 29 | Amgen Inc COM | $4.4M | 12.2K | 0.9% | ▼−13% Reduced · −2K sh | |
| 30 | Ishares TR TRUST ISHARE 0-1 | $4.3M | 39.3K | 0.9% | ▼−23% Reduced · −12K sh | |
| 31 | Vanguard Mun BD FDS TAX EXEMPT BD | $4.2M | 82.2K | 0.9% | ▲+0.6% Added · +521 sh | |
| 32 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.9M | 65.8K | 0.8% | ▼−6.2% Reduced · −4K sh | |
| 33 | SPDR Index SHS FDS ST STR PO EX ETF | $3.6M | 72.2K | 0.8% | ▼−2.2% Reduced · −2K sh | |
| 34 | Johnson & Johnson COM | $3.6M | 14.1K | 0.8% | ▼−36% Reduced · −8K sh | |
| 35 | SPDR Series Trust ST STR P500VAL | $3.5M | 58.2K | 0.7% | ▼−0.7% Reduced · −410 sh | |
| 36 | Vanguard Scottsdale FDS INT-TERM CORP | $3.2M | 38.8K | 0.7% | ▲+0.7% Added · +267 sh | |
| 37 | Schwab Strategic TR US BRD MKT ETF | $3.0M | 102.9K | 0.6% | ▲~0% Added · +2 sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $2.8M | 5.7K | 0.6% | —Held | |
| 39 | SPDR Series Trust ST STR P500ETF | $2.8M | 32.0K | 0.6% | ▼−0.9% Reduced · −300 sh | |
| 40 | Schwab Strategic TR US SML CAP ETF | $2.7M | 75.4K | 0.6% | ▼−1.2% Reduced · −915 sh | |
| 41 | Ishares TR 1 3 YR TREAS BD | $2.7M | 33.1K | 0.6% | ▼−2.2% Reduced · −741 sh | |
| 42 | Vanguard Scottsdale FDS SHORT TERM TREAS | $2.7M | 46.0K | 0.6% | ▼−8.4% Reduced · −4K sh | |
| 43 | Vanguard BD Index FDS SHORT TRM BOND | $2.6M | 33.3K | 0.5% | ▲+3.0% Added · +974 sh | |
| 44 | Dimensional ETF Trust INTL CORE EQT MK | $2.5M | 61.8K | 0.5% | ▼−14% Reduced · −10K sh | |
| 45 | Schwab Strategic TR US LRG CAP ETF | $2.5M | 85.1K | 0.5% | —Held | |
| 46 | Vanguard Index FDS TOTAL STK MKT | $2.4M | 6.6K | 0.5% | ▼−3.2% Reduced · −221 sh | |
| 47 | Dimensional ETF Trust SHOR DUR FIX ETF | $2.3M | 47.9K | 0.5% | ▲+23% Added · +9K sh | |
| 48 | Ishares TR S&P 500 GRWT ETF | $2.2M | 16.1K | 0.5% | ▼−2.1% Reduced · −340 sh | |
| 49 | Dimensional ETF Trust US CORE EQT MKT | $2.1M | 40.4K | 0.4% | ▼−0.1% Reduced · −37 sh | |
| 50 | Vanguard Index FDS LARGE CAP ETF | $2.0M | 6.0K | 0.4% | ▲+0.7% Added · +43 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1369913/holdings"
Use Arkolith to show American Investment Services, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.