American Financial & Tax Strategies Inc Portfolio Holdings
American Financial & Tax Strategies Inc
- $195 Million
- Q4 2025
American Financial & Tax Strategies Inc has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $195 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $11.6M, Vanguard Russell 1000 Growth E with a value of $9.74M, Wisdomtree Tr Emerging Mkts Ex with a value of $9.73M, Spdr Portfolio S&P 500 Value E with a value of $7.83M, and Vanguard Mega Cap Growth ETF with a value of $7.19M.
Examining the 13F form we can see an increase of $887K in the current position value, from $194M to 195M.
American Financial & Tax Strategies Inc is based out at New York, NY
Below you can find more details about American Financial & Tax Strategies Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|