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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 22.94% of American Financial & Tax Strategies's stock portfolio.
Added to shares of these 10 stocks: CSCO, BND, MUNY, HYMB, BNDX, FREL, HDV, GS, COWZ, FLBL.
Started 3 new stock positions in MUNY, GS, HYMB.
Reduced shares in these 10 stocks: AAPL, NVDA, SPYG, PZT, XSOE, VONG, , MGK, FLMI, VTEB.
Sold out of its position in META.
American Financial & Tax Strategies was a net seller of stock by $-3.7M.
American Financial & Tax Strategies has $200M in assets under management (AUM), dropping by 3.53%.
Central Index Key (CIK): 0000911927

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Portfolio Holdings for American Financial & Tax Strategies

American Financial & Tax Strategies holds 93 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Charlotte Fds Otal Int Bd Etf (BNDX)	5.6	$11M	+3%	226k	49.46	View chart
Wisdomtree Tr M Ex St-owned (XSOE)	4.9	$9.9M	-5%	261k	37.94	View chart
Vanguard Scottsdale Fds Ng Rus1000grw (VONG)	4.9	$9.7M	-4%	81k	120.50	View chart
Spdr Series Trust Rtflo S&p500 Vl (SPYV)	4.1	$8.2M		148k	55.33	View chart
Vanguard World Ega Grwth Ind (MGK)	3.5	$7.0M	-4%	17k	402.41	View chart
Invesco Exch Traded Fd Tr Ii &p500 Low Vol (SPLV)	3.3	$6.5M		89k	73.48	View chart
Spdr Series Trust Rtflo S&p500 Gw (SPYG)	3.2	$6.5M	-9%	62k	104.51	View chart
Pacer Fds Tr S Cash Cows 100 (COWZ)	3.1	$6.2M	+2%	109k	57.47	View chart
Vanguard Mun Bd Fds Ax Exempt Bd (VTEB)	2.9	$5.7M	-3%	115k	50.07	View chart
Fidelity Covington Trust Sci Rl Est Etf (FREL)	2.8	$5.5M	+5%	199k	27.81	View chart
Ishares Tr Orningstar Grwt (ILCG)	2.6	$5.2M		50k	104.30	View chart
Graniteshares Etf Tr Bg Commd K 1 (COMB)	2.4	$4.9M		223k	21.80	View chart
Vanguard Whitehall Fds M Mk Gov Bd Etf (VWOB)	2.4	$4.7M		71k	66.90	View chart
Vanguard Whitehall Fds Ntl Dvd Etf (VIGI)	2.0	$4.1M		46k	89.57	View chart
Ishares Tr Ore High Dv Etf (HDV)	2.0	$4.0M	+6%	33k	122.45	View chart
Schwab Strategic Tr S Lcap Va Etf (SCHV)	2.0	$4.0M	-2%	136k	29.11	View chart
Vanguard Bd Index Fds Otal Bnd Mrkt (BND)	1.9	$3.9M	+12%	52k	74.37	View chart
Pacer Fds Tr Eveloped Mrkt (ICOW)	1.8	$3.6M		98k	36.42	View chart
Vanguard Index Fds Cap Gr Idxvip (VOT)	1.8	$3.6M	-3%	12k	293.80	View chart
Schwab Strategic Tr Undamental Intl (FNDF)	1.7	$3.4M	-5%	78k	42.96	View chart
Vanguard Index Fds Ml Cp Grw Etf (VBK)	1.6	$3.3M	-2%	11k	297.62	View chart
Ishares Tr Afe Grwth Etf (EFG)	1.6	$3.1M	-4%	27k	113.88	View chart
Franklin Templeton Etf Tr Ranklin Dyn Mun (FLMI)	1.6	$3.1M	-7%	126k	24.77	View chart
Vanguard Index Fds Cap Vl Idxvip (VOE)	1.6	$3.1M		18k	174.58	View chart
Vanguard Index Fds M Cp Val Etf (VBR)	1.6	$3.1M		15k	208.70	View chart
Franklin Templeton Etf Tr Enior Loan Etf (FLBL)	1.5	$2.9M	+5%	122k	24.02	View chart
Wisdomtree Tr Ield Enhancd Us (AGGY)	1.4	$2.8M		63k	44.27	View chart
Abrdn Etfs Brg All Comd K1 (BCI)	1.4	$2.8M	-2%	128k	21.54	View chart
Ishares Tr Afe Sml Cp Etf (SCZ)	1.2	$2.4M		31k	76.72	View chart
Vanguard Bd Index Fds Hort Trm Bond (BSV)	1.2	$2.3M		29k	78.91	View chart
Ishares Tr &P SML 600 GWT (IJT)	1.1	$2.2M		16k	141.50	View chart
Ishares Tr Afe Value Etf (EFV)	1.1	$2.2M	-2%	33k	67.83	View chart
Spdr Series Trust &P 600 SMCP GRW (SLYG)	1.0	$2.0M		22k	94.31	View chart
Vanguard Admiral Fds Mlcp 600 Val (VIOV)	1.0	$2.0M		21k	95.22	View chart
Pacer Fds Tr S Small Cap Cas (CALF)	1.0	$2.0M	+3%	45k	43.78	View chart
Invesco Exch Traded Fd Tr Ii Y Amt Fre Mun (PZT)	0.9	$1.8M	-26%	81k	22.24	View chart
Schwab Strategic Tr Ntl Sceqt Etf (SCHC)	0.8	$1.7M		37k	45.51	View chart
Spdr Series Trust &P 400 MDCP GRW (MDYG)	0.8	$1.6M	-2%	18k	91.56	View chart
Ishares Tr Us 1000 Grw Etf (IWF)	0.8	$1.6M	-5%	3.3k	468.41	View chart
Select Sector Spdr Tr Bi Materials (XLB)	0.7	$1.4M	-3%	16k	89.62	View chart
Cisco Sys Om (CSCO)	0.7	$1.4M	+149%	21k	68.42	View chart
Vanguard Index Fds Eal Estate Etf (VNQ)	0.7	$1.4M	-3%	16k	91.42	View chart
Graniteshares Gold Tr Hs Ben Int (BAR)	0.7	$1.4M		36k	38.06	View chart
Spdr Index Shs Fds Ortfolio Emg Mk (SPEM)	0.7	$1.3M		29k	46.81	View chart
Vanguard Admiral Fds Idcp 400 Val (IVOV)	0.7	$1.3M	-3%	13k	100.77	View chart
Exxon Mobil Corp Om (XOM)	0.7	$1.3M		12k	112.75	View chart
Philip Morris Intl Om (PM)	0.6	$1.2M		7.6k	162.20	View chart
Ishares Tr Boxx Inv Cp Etf (LQD)	0.6	$1.2M	-2%	11k	111.47	View chart
Spdr Series Trust &p 400 Mdcp Val (MDYV)	0.6	$1.2M		14k	83.41	View chart
Altria Group Om (MO)	0.5	$1.1M		16k	66.06	View chart
Spdr Series Trust &p 600 Smcp Val (SLYV)	0.5	$1.1M	-2%	12k	88.65	View chart
Dbx Etf Tr Track Intl Real (HAUZ)	0.5	$1.1M		45k	23.55	View chart
Apple Om (AAPL)	0.5	$1.1M	-41%	4.2k	254.64	View chart
Amazon Om (AMZN)	0.5	$992k		4.5k	219.57	View chart
Ishares Tr Ore Intl Aggr (IAGG)	0.4	$887k	-6%	17k	51.23	View chart
Vanguard Scottsdale Fds Ng Rus2000grw (VTWG)	0.4	$828k	-10%	3.5k	233.78	View chart
Vulcan Matls Om (VMC)	0.4	$827k		2.7k	307.62	View chart
Vanguard Intl Equity Index F Tse Emr Mkt Etf (VWO)	0.4	$724k	-4%	13k	54.18	View chart
Tesla Om (TSLA)	0.4	$720k		1.6k	444.72	View chart
Invesco Exch Traded Fd Tr Ii &p Intl Qulty (IDHQ)	0.4	$715k		21k	33.65	View chart
Ishares P Mrg Em Crp Bd (CEMB)	0.4	$705k	+2%	15k	46.22	View chart
Ishares Tr Pmorgan Usd Emg (EMB)	0.3	$695k		7.3k	95.20	View chart
Vanguard Index Fds Rowth Etf (VUG)	0.3	$678k	-3%	1.4k	479.73	View chart
Ishares Tr &p Mc 400vl Etf (IJJ)	0.3	$633k		4.9k	129.72	View chart
Vaneck Etf Trust Old Miners Etf (GDX)	0.3	$572k	-14%	7.5k	76.40	View chart
Mondelez Intl L A (MDLZ)	0.3	$536k		8.6k	62.47	View chart
Ishares Tr &p Mc 400gr Etf (IJK)	0.3	$518k		5.4k	95.89	View chart
Microsoft Corp Om (MSFT)	0.3	$509k	-19%	982.00	517.95	View chart
Vanguard Admiral Fds Idcp 400 Grth (IVOG)	0.2	$487k	-9%	4.1k	119.48	View chart
Vanguard Index Fds Mall Cp Etf (VB)	0.2	$469k		1.8k	254.28	View chart
Vanguard Intl Equity Index F Lb Ex Us Etf (VNQI)	0.2	$460k		9.6k	47.74	View chart
Coca Cola Om (KO)	0.2	$389k		5.9k	66.32	View chart
Ishares Tr Sg Awre Usd Etf (SUSC)	0.2	$381k	+9%	16k	23.56	View chart
Ishares Tr Us Md Cp Gr Etf (IWP)	0.2	$377k	-5%	2.6k	142.41	View chart
Schwab Strategic Tr S Lcap Gr Etf (SCHG)	0.2	$367k	-4%	12k	31.91	View chart
Ishares Tr Elect Divid Etf (DVY)	0.2	$363k		2.6k	142.10	View chart
Nushares Etf Tr Uveen Esg Lrgvl (NULV)	0.2	$360k	+7%	8.2k	43.83	View chart
Vanguard Ny Tax Free Fds Ax Exempt Bd (MUNY)	0.2	$357k	NEW	3.5k	102.94	View chart
Spdr Series Trust Uveen Ice High (HYMB)	0.2	$354k	NEW	14k	24.93	View chart
Ishares Tr Us Mid Cap Etf (IWR)	0.2	$348k		3.6k	96.55	View chart
Spdr Index Shs Fds Sci Eafe Fs Etf (EFAX)	0.2	$337k		6.8k	49.31	View chart
Nushares Etf Tr Uveen Esg Lrgcp (NULG)	0.2	$328k		3.3k	99.45	View chart
Vanguard Index Fds Id Cap Etf (VO)	0.2	$322k		1.1k	293.62	View chart
Alphabet Ap Stk Cl A (GOOGL)	0.2	$322k		1.3k	243.18	View chart
Vanguard Intl Equity Index F Llwrld Ex Us (VEU)	0.2	$312k	-3%	4.4k	71.36	View chart
Vaneck Etf Trust Reen Bond Etf (GRNB)	0.2	$310k	+6%	13k	24.43	View chart
Ishares Tr Orningstar Valu (ILCV)	0.1	$288k		3.2k	90.02	View chart
Spdr Series Trust Ortfolio S&p600 (SPSM)	0.1	$277k		6.0k	46.32	View chart
Berkshire Hathaway Inc Del L B New (BRK.B)	0.1	$274k	-18%	545.00	502.74	View chart
Nvidia Corporation Om (NVDA)	0.1	$241k	-75%	1.3k	186.58	View chart
Schwab Strategic Tr S Mid-cap Etf (SCHM)	0.1	$238k	-4%	8.0k	29.64	View chart
Ishares Tr L Clean Ene Etf (ICLN)	0.1	$228k	+9%	15k	15.48	View chart
Goldman Sachs Group Om (GS)	0.1	$221k	NEW	277.00	796.35	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 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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