American Institute for Advanced Investment Management, LLP
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 154,325
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 153 | 154,325 | 13F-HR | American Institute for Advanced Investment Management, LLP |
| Q4 2025 | 2/4/2026 | 150 | 155,553 | 13F-HR | American Institute for Advanced Investment Management, LLP |
| Q3 2025 | 11/3/2025 | 147 | 152,699 | 13F-HR | American Institute for Advanced Investment Management, LLP |
| Q2 2025 | 8/5/2025 | 146 | 141,362 | 13F-HR | American Institute for Advanced Investment Management, LLP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 51.48 K | 33.4% | 0 | 49.47 K | -49.47 K |
| ETFs | 101.8 K | 66.0% | 48.16 K | 0 | 48.16 K |
| Debt | 1.048 K | 0.7% | 86 | 0 | 86 |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
154,325
Holdings
153
QoQ value change ($000)
-1,228
(-0.8%)
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.