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American Financial & Tax Strategies

Latest statistics and disclosures from American Financial & Tax Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are BNDX, XSOE, VONG, SPYV, MGK, and represent 22.97% of American Financial & Tax Strategies's stock portfolio.
Added to shares of these 10 stocks: XLB, BND, BNDX, HYMB, ESGD, HDV, LRGE, GOOG, VIGI, VWOB.
Started 4 new stock positions in GOOG, SPMD, LRGE, ESGD.
Reduced shares in these 10 stocks: SCHV, SPYV, EFG, XSOE, SPLV, IVOV, VIOV, EFV, SCZ, IJT.
American Financial & Tax Strategies was a net seller of stock by $-326k.
American Financial & Tax Strategies has $201M in assets under management (AUM), dropping by 0.17%.
Central Index Key (CIK): 0000911927

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Portfolio Holdings for American Financial & Tax Strategies

American Financial & Tax Strategies holds 97 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	5.7	$11M	+4%	235k	48.32	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	4.9	$9.8M	-3%	251k	39.02	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	4.9	$9.8M		80k	121.75	View chart
Spdr Series Trust State Street Spd (SPYV)	3.9	$7.9M	-5%	140k	56.81	View chart
Vanguard World Mega Grwth Ind (MGK)	3.6	$7.3M		18k	412.76	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.3	$6.7M	+2%	112k	60.17	View chart
Spdr Series Trust State Street Spd (SPYG)	3.2	$6.4M	-2%	60k	106.70	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	3.0	$6.0M	-5%	84k	71.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.9	$5.7M		114k	50.29	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	2.7	$5.4M		201k	26.89	View chart
Ishares Tr Morningstar Grwt (ILCG)	2.6	$5.2M		50k	104.04	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	2.5	$5.0M	+4%	74k	67.43	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	2.3	$4.7M		223k	21.11	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.2	$4.4M	+5%	48k	91.45	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.2	$4.4M	+13%	59k	74.07	View chart
Ishares Tr Core High Dv Etf (HDV)	2.1	$4.3M	+7%	35k	121.61	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	1.9	$3.8M		99k	38.68	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.7	$3.5M	-2%	76k	45.21	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.7	$3.4M	-16%	114k	29.61	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$3.3M	+5%	16k	211.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.7	$3.3M		11k	302.11	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.6	$3.2M	-5%	12k	279.15	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.6	$3.2M		18k	177.37	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	1.5	$3.0M	-4%	121k	24.87	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	1.4	$2.9M		123k	23.42	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	1.4	$2.8M		64k	44.05	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$2.7M	-13%	24k	113.92	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	1.2	$2.5M		126k	19.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$2.3M		29k	78.81	View chart
Spdr Series Trust State Street Spd (SLYG)	1.1	$2.1M	+4%	23k	94.19	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.1	$2.1M	-12%	27k	77.53	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	1.0	$2.0M		46k	44.37	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$2.0M	-14%	28k	71.41	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.0	$2.0M	-12%	14k	141.15	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.9	$1.7M	-16%	18k	97.76	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.9	$1.7M		38k	45.53	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.9	$1.7M	-5%	77k	22.31	View chart
Spdr Series Trust State Street Spd (MDYG)	0.8	$1.6M		18k	92.43	View chart
Cisco Systems (CSCO)	0.8	$1.5M	-4%	20k	77.03	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.7	$1.5M	+98%	32k	45.35	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.4M		12k	120.34	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.7	$1.4M	-8%	33k	42.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$1.3M	-14%	2.8k	473.30	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.7	$1.3M		28k	46.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.3M	-7%	15k	88.49	View chart
Spdr Series Trust State Street Spd (MDYV)	0.6	$1.3M	+8%	15k	84.65	View chart
Philip Morris International (PM)	0.6	$1.2M		7.6k	160.40	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$1.2M		11k	110.19	View chart
Apple (AAPL)	0.6	$1.1M		4.2k	271.87	View chart
Spdr Series Trust State Street Spd (SLYV)	0.5	$1.1M		12k	90.97	View chart
Amazon (AMZN)	0.5	$1.0M		4.5k	230.82	View chart
Dbx Etf Tr Xtrack Intl Real (HAUZ)	0.5	$1.0M		45k	23.21	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.5	$951k	-27%	9.4k	101.01	View chart
Altria (MO)	0.5	$948k		16k	57.66	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$878k		18k	50.01	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.4	$829k		3.5k	235.97	View chart
Vulcan Materials Company (VMC)	0.4	$767k		2.7k	285.22	View chart
Spdr Series Trust State Street Spd (HYMB)	0.4	$760k	+114%	31k	24.94	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.4	$731k	-2%	21k	35.15	View chart
Tesla Motors (TSLA)	0.4	$729k		1.6k	449.72	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	0.4	$706k		15k	45.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$701k	-2%	13k	53.76	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$697k		7.2k	96.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$666k	-3%	1.4k	487.86	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$642k		4.9k	131.59	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$642k		7.5k	85.77	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.3	$540k	+42%	23k	23.38	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$524k		5.4k	96.88	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.3	$516k	+44%	5.0k	103.23	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$514k	+38%	11k	45.05	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.2	$490k		4.1k	120.20	View chart
Microsoft Corporation (MSFT)	0.2	$470k		972.00	483.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$463k	-2%	1.8k	257.96	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$462k		8.6k	53.83	View chart
Coca-Cola Company (KO)	0.2	$410k		5.9k	69.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$402k	-2%	1.3k	313.11	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$402k	-8%	8.8k	45.84	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$396k	+22%	4.0k	97.80	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$375k		12k	32.62	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$360k		2.6k	141.14	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$360k		2.6k	136.94	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.2	$350k		6.9k	50.47	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$347k		3.6k	96.27	View chart
Vaneck Etf Trust Green Bond Etf (GRNB)	0.2	$320k	+3%	13k	24.34	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$319k	NEW	3.4k	95.09	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$303k	-5%	4.1k	73.56	View chart
Ishares Tr Morningstar Valu (ILCV)	0.2	$302k		3.2k	94.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$299k	-6%	1.0k	290.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$274k		545.00	502.65	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$269k	-3%	5.7k	46.86	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.1	$267k	NEW	3.2k	82.34	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$256k	+5%	16k	16.43	View chart
Goldman Sachs (GS)	0.1	$244k		277.00	879.00	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$242k		8.0k	30.07	View chart
NVIDIA Corporation (NVDA)	0.1	$241k		1.3k	186.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$237k	NEW	755.00	313.80	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$203k	NEW	3.5k	57.91	View chart

Past Filings by American Financial & Tax Strategies

SEC 13F filings are viewable for American Financial & Tax Strategies going back to 2024

American Financial & Tax Strategies 2025 Q4 filed Jan. 30, 2026
American Financial & Tax Strategies 2025 Q3 filed Oct. 20, 2025
American Financial & Tax Strategies 2025 Q2 filed Aug. 1, 2025
American Financial & Tax Strategies 2025 Q1 filed May 6, 2025
American Financial & Tax Strategies 2024 Q4 filed Jan. 28, 2025
American Financial & Tax Strategies 2024 Q3 filed Oct. 29, 2024
American Financial & Tax Strategies 2024 Q2 filed Aug. 8, 2024
American Financial & Tax Strategies 2023 Q4 filed Aug. 6, 2024
American Financial & Tax Strategies 2024 Q1 filed Aug. 2, 2024

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