American Money Management, LLC

Q4 2025 13F-HR Holdings

Location
Rancho Santa Fe, CA
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$636,271
Net value change ($000)
+36,965 (6.2%)
New positions
20
Sold out positions
9
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 4,597 16.0%
GOOGL 3,376 31.2%
VGSH 2,460 6.6%
GOOGL 1,983 27.1%
LLY 1,654 43.6%
JNJ 1,502 21.0%
VCSH 1,299 3.9%
ASML 1,227 14.0%
V 1,193 9.8%
MAR 1,170 19.6%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,527 -4.9%
HD -1,222 -12.4%
META -833 -8.3%
VOO -575 -72.8%
LNG -518 -23.1%
IBDQ -482 -100.0%
ORCL -361 -40.1%
DPZ -287 -4.9%
BX -255 -100.0%
VZ -238 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type