American Financial & Tax Strategies Inc Portfolio Holdings

American Financial & Tax Strategies Inc

  • $194 Million
  • Q3 2025

American Financial & Tax Strategies Inc has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $194 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $11.2M, Wisdomtree Tr Emerging Mkts Ex with a value of $9.89M, Vanguard Russell 1000 Growth E with a value of $9.72M, Spdr Portfolio S&P 500 Value E with a value of $8.19M, and Vanguard Mega Cap Growth ETF with a value of $7.01M.

Examining the 13F form we can see an increase of $6.07M in the current position value, from $188M to 194M.

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.

Portfolio value $194 Million
ETFs: $183 Million
Consumer Defensive: $3.25 Million
Technology: $3.24 Million
Consumer Cyclical: $1.71 Million
Energy: $1.3 Million
Basic Materials: $826,000
Financial Services: $493,000
Communication Services: $321,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.2 Million 5.74% of portfolio
225,515
Q3 2025 Added 3.1%
$0
$9.89 Million 5.09% of portfolio
260,598
Q3 2025 Reduced 5.14%
$0
$9.72 Million 5.0% of portfolio
80,650
Q3 2025 Reduced 4.91%
$0
$8.19 Million 4.21% of portfolio
148,075
Q3 2025 Reduced 1.63%
$0
$7.01 Million 3.6% of portfolio
17,417
Q3 2025 Reduced 4.22%
$0
$6.55 Million 3.37% of portfolio
89,097
Q3 2025 Reduced 0.92%
$0
$6.47 Million 3.33% of portfolio
61,929
Q3 2025 Reduced 9.74%
$0
$6.25 Million 3.21% of portfolio
108,678
Q3 2025 Added 2.63%
$0
$5.75 Million 2.96% of portfolio
114,768
Q3 2025 Reduced 3.98%
$0
$5.53 Million 2.85% of portfolio
198,989
Q3 2025 Added 5.16%
$0
$4.87 Million 2.5% of portfolio
223,355
Q3 2025 Added 1.08%
$0
$4.4 Million 2.26% of portfolio
70,548
Q3 2025 Added 0.37%
$0
$4.08 Million 2.1% of portfolio
45,604
Q3 2025 Added 0.82%
$0
$4 Million 2.06% of portfolio
32,663
Q3 2025 Added 6.03%
$0
$3.97 Million 2.04% of portfolio
136,343
Q3 2025 Reduced 2.6%
$0
$3.87 Million 1.99% of portfolio
52,017
Q3 2025 Added 12.73%
$0
$3.57 Million 1.84% of portfolio
12,152
Q3 2025 Reduced 3.6%
$0
$3.37 Million 1.73% of portfolio
78,411
Q3 2025 Reduced 5.58%
$0
$3.3 Million 1.7% of portfolio
11,082
Q3 2025 Reduced 2.02%
$0
$3.12 Million 1.61% of portfolio
27,420
Q3 2025 Reduced 4.42%
$0
$3.11 Million 1.6% of portfolio
17,833
Q3 2025 Reduced 1.61%
$0
$3.12 Million 1.6% of portfolio
125,788
Q3 2025 Reduced 7.17%
$0
$3.11 Million 1.6% of portfolio
14,902
Q3 2025 Reduced 0.79%
$0
$2.94 Million 1.51% of portfolio
122,413
Q3 2025 Added 5.58%
$0
$2.79 Million 1.43% of portfolio
62,952
Q3 2025 Reduced 1.43%
$0
$2.75 Million 1.42% of portfolio
127,795
Q3 2025 Reduced 2.11%
$0
$2.39 Million 1.23% of portfolio
31,216
Q3 2025 Reduced 1.3%
$0
$2.3 Million 1.19% of portfolio
29,202
Q3 2025 Reduced 0.69%
$0
$2.25 Million 1.16% of portfolio
15,882
Q3 2025 Reduced 0.74%
$0
$2.24 Million 1.15% of portfolio
32,971
Q3 2025 Reduced 2.9%
$0
$2.04 Million 1.05% of portfolio
21,640
Q3 2025 Reduced 1.07%
$0
$2.04 Million 1.05% of portfolio
21,408
Q3 2025 Reduced 1.08%
$0
$1.97 Million 1.01% of portfolio
45,074
Q3 2025 Added 3.11%
$0
$1.81 Million 0.93% of portfolio
81,209
Q3 2025 Reduced 26.81%
$0
$1.7 Million 0.87% of portfolio
37,314
Q3 2025 Reduced 1.67%
$0
$1.62 Million 0.83% of portfolio
17,688
Q3 2025 Reduced 2.25%
$0
$1.56 Million 0.8% of portfolio
3,321
Q3 2025 Reduced 5.09%
$0
$1.44 Million 0.74% of portfolio
16,100
Q3 2025 Reduced 3.36%
$319B
$1.44 Million 0.74% of portfolio
20,980
Q3 2025 Added 149.94%
$0
$1.43 Million 0.73% of portfolio
15,631
Q3 2025 Reduced 3.64%
$2.22B
$1.36 Million 0.7% of portfolio
35,631
Q3 2025 Reduced 0.78%
$0
$1.35 Million 0.69% of portfolio
28,786
Q3 2025 Reduced 0.87%
$0
$1.32 Million 0.68% of portfolio
13,050
Q3 2025 Reduced 3.27%
$490B
$1.3 Million 0.67% of portfolio
11,558
Q3 2025 Reduced 0.05%
$237B
$1.24 Million 0.64% of portfolio
7,647
Q2 2025 Reduced 0.16%
$0
$1.2 Million 0.62% of portfolio
10,795
Q3 2025 Reduced 2.77%
$0
$1.15 Million 0.59% of portfolio
13,830
Q3 2025 Reduced 1.86%
$104B
$1.09 Million 0.56% of portfolio
16,447
Q1 2024 New
$0
$1.07 Million 0.55% of portfolio
12,029
Q3 2025 Reduced 2.37%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $194 Million
  • Prior Value $188 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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