AMERICAN FINANCIAL & TAX STRATEGIES INC - Portfolio Stock Holdings
AMERICAN FINANCIAL & TAX STRATEGIES INC disclosed 102 stock positions in a recent SEC 13F filing. $219,968,837 of stock holdings were filed, with the largest holdings including XSOE, BNDX, and VONG. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $279,394,820 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
102Est. Stock Holding Value:
$219,968,837Top Stock Holdings By Sector
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Portfolio Stock Holdings - AMERICAN FINANCIAL & TAX STRATEGIES INC
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% of Portfolio
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