American Money Management, LLC

Q2 2026 13F-HR Holdings

Location
Rancho Santa Fe, CA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
174
Total value ($000)
$700,157
Net value change ($000)
+68,249 (10.8%)
New positions
18
Sold out positions
12
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMAT 10,060 341.6%
GOOGL 6,589 51.1%
TSM 5,843 771.9%
ASML 5,389 44.7%
AAPL 4,410 14.4%
VEA 3,183 14.4%
GMOI 2,943 NEW
VCSH 2,718 7.6%
GE 2,580 24.9%
NVDA 2,520 58.1%
Top Reduces (Value $000, Stocks/ETFs)
PEP -3,526 -79.8%
INTU -3,206 -41.1%
HON -3,025 -100.0%
SPYV -2,992 -70.6%
NOC -2,595 -27.5%
TPL -1,599 -10.0%
DPZ -995 -20.3%
MCD -978 -13.9%
COST -944 -7.9%
XOM -899 -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