American Money Management, LLC

Q3 2026 13F-HR Holdings

Location
Rancho Santa Fe, CA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
177
Total value ($000)
$699,506
Net value change ($000)
-651 (-0.1%)
New positions
11
Sold out positions
8
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 8,043 36.5%
AAPL 4,186 12.0%
META 2,773 33.9%
HONA 2,464 170.3%
ICE 1,369 22.4%
DHR 1,256 50.8%
VGSH 1,181 2.8%
BR 1,149 17.0%
GMOI 1,114 37.9%
NVDA 788 11.5%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -4,220 -32.4%
TPL -3,787 -26.5%
GE -2,314 -17.9%
ASML -2,214 -12.7%
HD -1,701 -19.4%
GOOG -1,021 -5.2%
INTU -983 -21.4%
IJR -904 -9.4%
HON -874 -58.8%
TSM -862 -13.1%
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