American Institute for Advanced Investment Management, LLP ETF holdings
Scottsdale, AZ
Reported $126.6M in 99 ETFs in its Form 13F for June 30, 2026.
ETF value
$126.6M
ETFs held
99
Change from prior quarter
+13.5%
With price moves
ETFs as a share of its 13F
73.2%
of $173.1M
Top 10 of 99 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | $12.5M | 100,432 | +75,192 shares |
| IWD | iShares Russell 1000 Value ETF | $7.6M | 31,216 | −321 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $6.9M | 9,263 | −249 shares |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $3.7M | 36,958 | +230 shares |
| IWM | iShares Russell 2000 ETF | $3.3M | 10,912 | −65 shares |
| VUG | Vanguard Morningstar Growth ETF | $3.1M | 35,664 | +29,730 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $3.0M | 8,144 | +58 shares |
| VTV | Vanguard Morningstar Value ETF | $2.8M | 13,003 | +58 shares |
| VIG | Vanguard Dividend Appreciation ETF | $2.8M | 11,666 | −620 shares |
| SMH | VanEck Semiconductor ETF | $2.7M | 4,067 | +95 shares |
89 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001805824. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does American Institute for Advanced Investment Management, LLP own?
American Institute for Advanced Investment Management, LLP reported 99 ETF positions worth $126.6M in its Form 13F for June 30, 2026. The largest was IWF, at $12.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.