American Family Investments

Latest statistics and disclosures from American Family Investments's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BHYB, IWV, JNK, SPIB, VCIT, and represent 85.81% of American Family Investments's stock portfolio.
  • Added to shares of these 9 stocks: BHYB (+$710M), IWV (+$334M), JNK (+$204M), VCIT (+$186M), SPIB (+$149M), IGF (+$78M), XLRE (+$52M), IWP (+$15M), VOO (+$7.5M).
  • Reduced shares in these 2 stocks: HYD (-$116M), LQD (-$13M).
  • American Family Investments was a net buyer of stock by $1.6B.
  • American Family Investments has $5.5B in assets under management (AUM), dropping by 45.72%.
  • Central Index Key (CIK): 0002029723

Tip: Access up to 7 years of quarterly data

Positions held by American Family Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for American Family Investments

American Family Investments holds 13 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Xtrackers USD High Yield BB-B ex Financials ETF Etf (BHYB) 47.1 $2.6B +37% 48M 54.25
 View chart
Ishares Russell 3000 Index Fund Etf (IWV) 12.5 $694M +92% 1.6M 426.40
 View chart
Spdr Bloomberg Barclays High Yield Bond Etf Etf (JNK) 9.9 $548M +59% 5.7M 96.37
 View chart
Spdr Portfolio Intermediate Term Corporate Bd Etf Etf (SPIB) 8.8 $490M +43% 15M 33.46
 View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 7.5 $414M +81% 5.0M 82.65
 View chart
Ishares S&p Global Infrastructure Index Fund Etf (IGF) 3.1 $169M +85% 2.5M 66.60
 View chart
Vanguard Index Fds Etf (VOO) 2.7 $150M +5% 218k 686.81
 View chart
Bowhead Specialty Hldgs (BOW) 2.5 $141M 4.7M 29.93
 View chart
Real Estate Select Sector Spdr Fund Etf (XLRE) 2.0 $112M +86% 2.5M 44.03
 View chart
iShares Russell Mid-Cap Growth ETF Etf (IWP) 1.9 $106M +16% 724k 146.41
 View chart
Vaneck Vectors High Yield Municipal Index Etf Etf (HYD) 1.5 $84M -58% 1.6M 51.51
 View chart
Ishares Iboxx Investment Grade Corporate Bond Fund Etf Etf (LQD) 0.3 $17M -43% 155k 109.07
 View chart
Tidewater (TDW) 0.1 $8.0M 120k 66.63
 View chart

Past Filings by American Family Investments

SEC 13F filings are viewable for American Family Investments going back to 2024