13F Filings History of American Institute for Advanced Investment Management, LLP

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$153,745,540
Signature - Title
Philip L Nagel - Chief Compliance Officer
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by American Institute for Advanced Investment Management, LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. American Institute for Advanced Investment Management, LLP reported 150 stock holdings with total value $153,745,540 as of Q4 2025. Top holdings included IWF, IWD, SPY, AAPL, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 150 $153,745,540 +$5,845,752 -$4,153,682 +$1,692,070 IWF, IWD, SPY, AAPL, MSFT 13F-HR 04 Feb 2026, 10:28
Q3 2025 147 $150,620,483 +$4,981,120 -$4,349,482 +$631,638 IWF, IWD, SPY, AAPL, MSFT 13F-HR 03 Nov 2025, 10:52
Q2 2025 146 $139,360,584 +$4,735,106 -$6,202,632 -$1,467,526 IWF, IWD, SPY, MSFT, AAPL 13F-HR 05 Aug 2025, 06:02
Q1 2025 143 $130,835,153 +$8,640,524 -$6,011,038 +$2,629,486 IWF, IWD, SPY, AAPL, MINT 13F-HR 16 Apr 2025, 18:54
Q4 2024 132 $134,118,594 +$4,801,137 -$10,333,343 -$5,532,206 IWF, SPY, IWD, AAPL, MSFT 13F-HR 23 Jan 2025, 13:33
Q3 2024 140 $139,569,774 +$8,269,358 -$5,874,675 +$2,394,683 IWF, IWD, SPY, AAPL, MSFT 13F-HR 22 Oct 2024, 17:54
Q2 2024 133 $130,614,973 +$6,372,631 -$3,544,293 +$2,828,338 IWF, IWD, SPY, AAPL, MSFT 13F-HR 23 Jul 2024, 19:16
Q1 2024 128 $126,503,192 +$8,958,838 -$3,959,465 +$4,999,373 IWF, IWD, SPY, AAPL, MSFT 13F-HR 22 Apr 2024, 06:00
Q4 2023 120 $113,232,007 +$3,136,189 -$6,702,019 -$3,565,830 IWF, IWD, SPY, AAPL, MSFT 13F-HR 23 Jan 2024, 10:18
Q3 2023 115 $107,166,234 +$4,579,655 -$8,199,108 -$3,619,453 IWF, IWD, AAPL, SPY, MINT 13F-HR 31 Oct 2023, 12:37
Q2 2023 117 $114,333,921 +$13,482,418 -$1,727,100 +$11,755,318 IWF, AAPL, SPY, IWD, MINT 13F-HR 26 Jul 2023, 11:21
Q1 2023 100 $92,578,112 +$2,829,082 -$19,740,070 -$16,910,988 IWF, SPY, IWD, AAPL, MINT 13F-HR 28 Apr 2023, 12:18
Q4 2022 106 $108,589,522 +$5,301,555 -$10,032,042 -$4,730,487 IWF, SPY, IWD, MINT, AAPL Restatement 27 Feb 2023, 19:08
Q3 2022 101 $107,053,000 +$4,285,886 -$7,107,875 -$2,821,989 IWF, SPY, IWD, MINT, AAPL 13F-HR 25 Oct 2022, 16:33
Q2 2022 112 $114,143,000 +$5,105,873 -$9,918,376 -$4,812,503 IWF, SPY, IWD, MINT, AAPL 13F-HR 21 Jul 2022, 10:20
Q1 2022 120 $137,762,000 +$6,177,416 -$9,602,240 -$3,424,824 IWF, SPY, IWD, AAPL, MINT 13F-HR 20 Apr 2022, 08:22
Q4 2021 127 $148,499,000 +$7,422,895 -$9,248,042 -$1,825,147 IWF, SPY, AAPL, IWD, IWM 13F-HR 10 Feb 2022, 11:30
Q3 2021 122 $141,118,000 +$7,122,570 -$5,089,274 +$2,033,296 IWF, SPY, IWD, IWM, AAPL 13F-HR 18 Oct 2021, 17:43
Q2 2021 117 $141,887,000 +$8,537,887 -$3,881,404 +$4,656,483 IWF, SPY, IWD, IWM, GNMA 13F-HR 20 Jul 2021, 17:29
Q1 2021 112 $131,010,000 +$10,768,168 -$8,021,706 +$2,746,462 IWF, GNMA, SPY, IWM, IWD 13F-HR 17 May 2021, 19:42
Q4 2020 107 $124,437,000 +$13,335,196 -$8,619,798 +$4,715,398 IWF, GNMA, SPY, AAPL, VIG 13F-HR 28 Jan 2021, 15:38
Q3 2020 97 $111,329,000 +$6,616,837 -$4,020,162 +$2,596,675 IWF, GNMA, SPY, AAPL, TLT 13F-HR 07 Oct 2020, 13:39
Q2 2020 93 $105,927,000 +$9,089,266 -$7,302,522 +$1,786,744 GNMA, IWF, SPY, TLT, AAPL 13F-HR 20 Jul 2020, 12:58
Q1 2020 89 $92,171,000 +$10,449,753 -$7,745,466 +$2,704,287 GNMA, IWF, SPY, TLT, BSJK 13F-HR 22 Apr 2020, 14:11
Q4 2019 96 $103,607,000 $0 $0 $0 GNMA, IWF, BSJK, SPY, VIG 13F-HR 19 Mar 2020, 15:57