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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, COWZ, and represent 21.68% of American Financial & Tax Strategies's stock portfolio.
Added to shares of these 7 stocks: QHY (+$6.8M), MGK, VIGI, NULG, SUSC, CEMB, ICLN.
Started 1 new stock position in QHY.
Reduced shares in these 10 stocks: , XSOE, HDV, ICOW, SPLV, SCHV, FNDF, SPYG, BCI, VBK.
Sold out of its position in GS.
American Financial & Tax Strategies was a net buyer of stock by $4.0M.
American Financial & Tax Strategies has $206M in assets under management (AUM), dropping by 2.53%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	5.5	$11M		234k	48.05	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	4.8	$9.8M	-2%	245k	40.10	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	4.3	$8.8M		80k	109.69	View chart
Spdr Series Trust State Street Spd (SPYV)	3.8	$7.8M		139k	56.58	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.3	$6.9M		110k	62.56	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	3.3	$6.8M	NEW	150k	45.54	View chart
Vanguard World Mega Grwth Ind (MGK)	3.2	$6.6M	+2%	18k	367.43	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	2.9	$6.0M	-2%	82k	73.14	View chart
Spdr Series Trust State Street Spd (SPYG)	2.8	$5.8M	-2%	59k	97.91	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	2.8	$5.8M		221k	26.27	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.8	$5.7M		114k	49.89	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	2.6	$5.4M		200k	26.91	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	2.3	$4.8M		74k	65.69	View chart
Ishares Tr Morningstar Grwt (ILCG)	2.3	$4.7M		50k	95.48	View chart
Ishares Tr Core High Dv Etf (HDV)	2.2	$4.6M	-3%	34k	135.72	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.1	$4.3M		49k	88.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.1	$4.2M	-2%	58k	73.64	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	2.0	$4.0M	-4%	95k	42.44	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.8	$3.6M	-3%	74k	48.93	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.6	$3.3M	-3%	110k	30.50	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.6	$3.3M	-2%	15k	217.25	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.6	$3.3M	-2%	18k	184.28	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.6	$3.2M	-3%	11k	302.25	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	1.4	$3.0M		119k	24.79	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	1.4	$2.9M	-3%	121k	24.29	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.4	$2.9M	-2%	11k	257.36	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	1.3	$2.8M		64k	43.45	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	1.3	$2.8M	-2%	121k	23.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$2.6M		24k	111.37	View chart
Spdr Series Trust State Street Spd (SLYG)	1.1	$2.2M		22k	96.62	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$2.2M	-3%	28k	78.41	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.0	$2.1M		27k	78.41	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$2.1M		28k	74.35	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	1.0	$2.0M		45k	44.87	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.0	$2.0M		14k	144.70	View chart
Exxon Mobil Corporation (XOM)	1.0	$2.0M		12k	169.66	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.9	$1.8M		18k	101.74	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.8	$1.7M	-3%	37k	46.74	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.8	$1.7M		77k	22.07	View chart
Spdr Series Trust State Street Spd (MDYG)	0.8	$1.7M		18k	95.96	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.7	$1.5M	-4%	31k	49.97	View chart
Cisco Systems (CSCO)	0.7	$1.5M	-4%	19k	77.59	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.7	$1.4M	-4%	31k	46.13	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.6	$1.3M		28k	46.91	View chart
Philip Morris International (PM)	0.6	$1.3M		7.6k	165.34	View chart
Spdr Series Trust State Street Spd (MDYV)	0.6	$1.3M		15k	85.15	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.2M	-5%	14k	88.70	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$1.2M		11k	108.99	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$1.2M	-3%	2.7k	426.40	View chart
Spdr Series Trust State Street Spd (SLYV)	0.5	$1.1M		12k	94.58	View chart
Altria (MO)	0.5	$1.1M		16k	65.99	View chart
Apple (AAPL)	0.5	$1.1M		4.2k	253.80	View chart
Dbx Etf Tr Xtrack Intl Real (HAUZ)	0.5	$992k		44k	22.60	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.5	$942k		9.2k	101.95	View chart
Amazon (AMZN)	0.5	$941k		4.5k	208.27	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$869k		17k	50.04	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.4	$798k		3.5k	229.05	View chart
Spdr Series Trust State Street Spd (HYMB)	0.4	$756k		31k	24.80	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.4	$734k		21k	35.37	View chart
Vulcan Materials Company (VMC)	0.4	$732k		2.7k	272.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$705k		13k	54.05	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	0.3	$700k		16k	45.28	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$680k		7.2k	93.92	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$647k		4.9k	132.50	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$646k	-6%	7.0k	91.77	View chart
Tesla Motors (TSLA)	0.3	$602k		1.6k	371.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$597k		1.4k	436.79	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$544k		5.4k	100.62	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.3	$542k		23k	23.14	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$518k		11k	45.50	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.2	$512k		5.0k	102.45	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.2	$508k		4.1k	125.03	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$495k		8.6k	57.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$470k		1.8k	261.93	View chart
Coca-Cola Company (KO)	0.2	$446k		5.9k	76.05	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$400k	+8%	4.4k	90.94	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$387k		2.6k	151.41	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$385k		8.7k	44.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$370k		1.3k	287.66	View chart
Microsoft Corporation (MSFT)	0.2	$358k		968.00	370.17	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$350k		3.6k	97.23	View chart
Spdr Index Shs Fds State Street Spd (EFAX)	0.2	$345k		6.9k	49.77	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$337k		2.6k	128.12	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$335k		12k	29.13	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$321k		3.4k	95.62	View chart
Vaneck Etf Trust Green Bond Etf (GRNB)	0.2	$316k		13k	23.96	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$309k		4.1k	75.10	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$298k		3.2k	93.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$290k	-2%	1.0k	287.21	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$287k		16k	18.29	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$277k		5.7k	48.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$261k		545.00	479.20	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$244k		7.9k	30.96	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.1	$244k		3.2k	75.20	View chart
NVIDIA Corporation (NVDA)	0.1	$225k		1.3k	174.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$217k		755.00	286.86	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$206k		3.5k	59.22	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 2026 Q1 filed May 6, 2026
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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