AMERICAN FINANCIAL & TAX STRATEGIES INC — 13F holdings

AMERICAN FINANCIAL & TAX STRATEGIES INC reported 101 holdings worth $217M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. XSOE WISDOMTREE TR — $11.3M (5.2%)
  2. BNDX VANGUARD CHARLOTTE FDS — $11.0M (5.1%)
  3. VONG VANGUARD SCOTTSDALE FDS — $9.86M (4.5%)
  4. SPYV SPDR SERIES TRUST — $8.45M (3.9%)
  5. MGK VANGUARD WORLD FD — $7.47M (3.4%)
  6. COWZ PACER FDS TR — $7.38M (3.4%)
  7. SPYG SPDR SERIES TRUST — $6.70M (3.1%)
  8. QHY WISDOMTREE TR — $6.59M (3.0%)
  9. COMB GRANITESHARES ETF TR — $6.08M (2.8%)
  10. SPLV INVESCO EXCH TRADED FD TR II — $5.70M (2.6%)