Advanced Asset Management Advisors Inc

All 13F Filings

Location
Dublin, OH
Most recent 13F
Q3 2026
Holdings value ($000)
387,441
Description
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Website
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Founded
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Chairman
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CEO
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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
Q3 2026 10/20/2026 88 387,441 13F-HR Advanced Asset Management Advisors Inc
Q2 2026 7/16/2026 85 380,070 13F-HR Advanced Asset Management Advisors Inc
Q1 2026 4/24/2026 79 362,021 13F-HR Advanced Asset Management Advisors Inc
Q4 2025 2/2/2026 81 366,242 13F-HR Advanced Asset Management Advisors Inc
Q3 2025 10/20/2025 85 373,991 13F-HR Advanced Asset Management Advisors Inc
Q2 2025 7/24/2025 86 370,306 13F-HR Advanced Asset Management Advisors Inc
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 276.5 K 71.4% 4.736 K 0 4.736 K
ETFs 110.9 K 28.6% 2.633 K 0 2.633 K
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Fund Snapshot

Q3 2026
Latest filed
10/20/2026
Total value ($000)
387,441
Holdings
88
QoQ value change ($000)
7,371 (1.9%)
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.