American Family Investments, Inc.

Q3 2025 13F-HR Holdings

Location
Madison, WI
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
9
Total value ($000)
$1,908,093
Net value change ($000)
+77,318 (4.2%)
New positions
0
Sold out positions
5
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/15/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
BHYB 298,290 35.3%
SPIB 147,372 82.7%
VOO 20,077 23.8%
LQD 5,266 20.9%
IWV 964 8.0%
TDW 863 15.6%
Top Reduces (Value $000, Stocks/ETFs)
HYDW -167,141 -66.1%
VCSH -67,192 -100.0%
BOW -61,433 -32.6%
VCIT -55,856 -100.0%
IGIB -22,648 -100.0%
HYLB -10,515 -100.0%
IGSB -9,761 -100.0%
IWP -967 -1.3%
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