AMERICAN FINANCIAL & TAX STRATEGIES INC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 205,761
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 97 | 205,761 | 13F-HR | AMERICAN FINANCIAL & TAX STRATEGIES INC |
| Q4 2025 | 1/30/2026 | 97 | 200,688 | 13F-HR | AMERICAN FINANCIAL & TAX STRATEGIES INC |
| Q3 2025 | 10/20/2025 | 93 | 200,357 | 13F-HR | AMERICAN FINANCIAL & TAX STRATEGIES INC |
| Q2 2025 | 8/1/2025 | 91 | 193,524 | 13F-HR | AMERICAN FINANCIAL & TAX STRATEGIES INC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 48.25 K | 23.4% | 0 | 86.37 K | -86.37 K |
| ETFs | 152.3 K | 74.0% | 92.36 K | 0 | 92.36 K |
| Debt | 5.252 K | 2.6% | 0 | 215 | -215 |
| Other | 0 | 0.0% | 0 | 697 | -697 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
205,761
Holdings
97
QoQ value change ($000)
5,073
(2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.