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Institutional portfolios / 13F

AMERICAN FINANCIAL & TAX STRATEGIES INC

A closer look at the portfolio, one quarter at a time.

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Portfolio snapshot

Q2 2026

Reported portfolio value
$221,347,162
As of June 30, 2026
Positions
102
Across disclosed securities
Top 5 weight
22.0%
Share of reported value

View SEC filing · Published 2026-08-07 20:28 UTC

Inside the portfolio

Reported holdings

By portfolio value ↓

Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.

SecurityShares / principalReported valueWeightAdjusted quarterly change
SPDR SERIES TRUSTST STR MSCI GEN
Holding details

Reported CUSIP: 78468R747

Issuer filings on SEC

Reported row 62 · 0000911927-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,380 SH $213,127 0.10%0.10% —Comparison unavailable
ISHARES INCESG AWR MSCI EM
Holding details

Reported CUSIP: 46434G863

Issuer filings on SEC

Reported row 23 · 0000911927-26-000003

Quarterly change unavailable. Security identity or split coverage is incomplete.

 3,823 SH $209,080 0.09%0.09% —Comparison unavailable