American Institute for Advanced Investment Management, LLP

Scottsdale, AZ · CIK 1805824 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyScottsdale, AZ

$173.1m reported value +12.1% vs Q1 2026

159positions

30.1%in top 10

9 new 42 added 63 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR RUS 1000 GRW ETF IWF	IWF	100,432	$12.5m7.21%	7.21%	Reduced -528	-528 -0.5%
2	ISHARES TR RUS 1000 VAL ETF IWD	IWD	31,216	$7.6m4.37%	4.37%	Reduced -321	-321 -1.0%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	9,263	$6.9m4.00%	4.00%	Reduced -249	-249 -2.6%
4	APPLE INC COM AAPL	AAPL	19,550	$5.7m3.27%	3.27%	Reduced -170	-170 -0.9%
5	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	36,958	$3.7m2.15%	2.15%	Added +230	+230 0.6%
6	MICROSOFT CORP COM MSFT	MSFT	9,309	$3.5m2.01%	2.01%	Added +10	+10 0.1%
7	ISHARES TR RUSSELL 2000 ETF IWM	IWM	10,912	$3.3m1.89%	1.89%	Reduced -65	-65 -0.6%
8	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	35,664	$3.1m1.78%	1.78%	Added +60	+60 0.2%
9	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	8,144	$3.0m1.74%	1.74%	Added +58	+58 0.7%
10	VANGUARD INDEX FDS VALUE ETF VTV	VTV	13,003	$2.8m1.64%	1.64%	Added +58	+58 0.5%
11	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	11,666	$2.8m1.60%	1.60%	Reduced -620	-620 -5.0%
12	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	4,067	$2.7m1.54%	1.54%	Added +95	+95 2.4%
13	INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN PPA	PPA	15,034	$2.7m1.53%	1.53%	Added +455	+455 3.1%
14	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	3,696	$2.6m1.50%	1.50%	Reduced -22	-22 -0.6%
15	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	17,675	$2.5m1.46%	1.46%	Added +296	+296 1.7%
16	AMAZON COM INC COM AMZN	AMZN	10,154	$2.4m1.40%	1.40%	Reduced -75	-75 -0.7%
17	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	40,759	$2.4m1.39%	1.39%	Added +285	+285 0.7%
18	SPDR GOLD TR GOLD SHS GLD	GLD	6,167	$2.3m1.31%	1.31%	Reduced -225	-225 -3.5%
19	JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML JHSC	JHSC	46,686	$2.3m1.31%	1.31%	Reduced -218	-218 -0.5%
20	NVIDIA CORPORATION COM NVDA	NVDA	10,654	$2.1m1.23%	1.23%	Reduced -1.0k	-1,028 -8.8%
21	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	23,025	$2.1m1.22%	1.22%	Reduced -3.6k	-3,645 -13.7%
22	VANGUARD WORLD FD INF TECH ETF VGT	VGT	17,408	$2.1m1.20%	1.20%	Reduced -168	-168 -1.0%
23	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	31,042	$2.0m1.18%	1.18%	Added +793	+793 2.6%
24	VANECK ETF TRUST URANIUM AND NUCL NLR	NLR	17,428	$2.0m1.17%	1.17%	Added +85	+85 0.5%
25	ABBVIE INC COM ABBV	ABBV	7,204	$1.8m1.05%	1.05%	Reduced -455	-455 -5.9%
26	ISHARES TR U.S. TECH ETF IYW	IYW	6,929	$1.7m1.01%	1.01%	Added +149	+149 2.2%
27	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	9,050	$1.7m1.00%	1.00%	Reduced -175	-175 -1.9%
28	JOHNSON & JOHNSON COM JNJ	JNJ	6,340	$1.6m0.93%	0.93%	Reduced -145	-145 -2.2%
29	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	28,558	$1.5m0.88%	0.88%	Reduced -700	-700 -2.4%
30	CONSTELLATION ENERGY CORP COM CEG	CEG	6,021	$1.5m0.87%	0.87%	Unchanged
31	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	9,267	$1.5m0.85%	0.85%	Reduced -708	-708 -7.1%
32	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	4,706	$1.4m0.83%	0.83%	Added +19	+19 0.4%
33	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	6,795	$1.3m0.78%	0.78%	Reduced -12	-12 -0.2%
34	HOME DEPOT INC COM HD	HD	10,001	$1.3m0.77%	0.77%	Reduced -105	-105 -1.0%
35	ILLINOIS TOOL WKS INC COM ITW	ITW	4,840	$1.3m0.76%	0.76%	Unchanged
36	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	25,877	$1.3m0.75%	0.75%	Added +2.1k	+2,133 9.0%
37	FIRST TR EXCHANGE TRADED FD BUYWRIT INCM ETF FTHI	FTHI	52,115	$1.3m0.74%	0.74%	Reduced -200	-200 -0.4%
38	ISHARES TR GLB INFRASTR ETF IGF	IGF	18,867	$1.3m0.73%	0.73%	Reduced -110	-110 -0.6%
39	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,587	$1.2m0.72%	0.72%	Reduced -44	-44 -1.2%
40	MCKESSON CORP COM MCK	MCK	1,600	$1.2m0.70%	0.70%	Unchanged
41	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	5,551	$1.2m0.68%	0.68%	Reduced -45	-45 -0.8%
42	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	19,237	$1.1m0.66%	0.66%	Reduced -4.1k	-4,095 -17.6%
43	INVESCO EXCHANGE TRADED FD T WATER RES ETF PHO	PHO	16,330	$1.1m0.65%	0.65%	Reduced -110	-110 -0.7%
44	BLACKROCK UTILS INFRASTRUCTU COM BUI	BUI	38,140	$1.1m0.64%	0.64%	Added +1.1k	+1,075 2.9%
45	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	12,484	$1.1m0.64%	0.64%	Added +3	+3 0.0%
46	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	54,538	$1.1m0.62%	0.62%	Added +4.0k	+4,045 8.0%
47	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	11,706	$1.1m0.62%	0.62%	Unchanged
48	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	20,362	$1.1m0.62%	0.62%	Added +855	+855 4.4%
49	SPDR SER TR S&P DIVID ETF SDY	SDY	6,850	$1.0m0.60%	0.60%	Unchanged
50	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	50,746	$1.0m0.60%	0.60%	Added +7.1k	+7,070 16.2%
51	COSTCO WHSL CORP NEW COM COST	COST	1,104	$1.0m0.60%	0.60%	Reduced -8	-8 -0.7%
52	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	20,140	$1.0m0.59%	0.59%	Added +3.0k	+2,965 17.3%
53	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	11,113	$998.5k0.58%	0.58%	Reduced -80	-80 -0.7%
54	FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY EMLP	EMLP	22,895	$995.9k0.58%	0.58%	Added +17.0k	+16,995 288.1%
55	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,341	$987.5k0.57%	0.57%	Added +8	+8 0.6%
56	BROADCOM INC COM AVGO	AVGO	2,467	$931.9k0.54%	0.54%	Reduced -150	-150 -5.7%
57	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFD	BUFD	31,159	$926.0k0.54%	0.54%	Reduced -1.4k	-1,350 -4.2%
58	CATERPILLAR INC COM CAT	CAT	869	$925.4k0.53%	0.53%	Unchanged
59	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	23,394	$923.4k0.53%	0.53%	Added +632	+632 2.8%
60	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	1,413	$905.4k0.52%	0.52%	Added +245	+245 21.0%
61	FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY WCMI	WCMI	45,891	$898.1k0.52%	0.52%	Added +803	+803 1.8%
62	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	24,485	$894.4k0.52%	0.52%	Reduced -700	-700 -2.8%
63	FIRST TR EXCH TRD ALPHDX FD JAPAN ALPHADEX FJP	FJP	11,410	$870.9k0.50%	0.50%	Reduced -400	-400 -3.4%
64	INVESCO EXCHANGE TRADED FD T S&P SML600 VAL RZV	RZV	5,820	$867.5k0.50%	0.50%	Reduced -50	-50 -0.8%
65	ISHARES TR CORE S&P SCP ETF IJR	IJR	5,797	$859.8k0.50%	0.50%	Reduced -7	-7 -0.1%
66	PACER FDS TR TRENDP US LAR CP PTLC	PTLC	13,656	$795.6k0.46%	0.46%	Reduced -1.0k	-1,000 -6.8%
67	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	42,650	$792.2k0.46%	0.46%	Added +6.3k	+6,260 17.2%
68	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	9,831	$765.9k0.44%	0.44%	Reduced -577	-577 -5.5%
69	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.9k0.43%	0.43%	Unchanged
70	APPLIED MATLS INC COM AMAT	AMAT	1,008	$728.8k0.42%	0.42%	Reduced -100	-100 -9.0%
71	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,040	$714.3k0.41%	0.41%	Reduced -89	-89 -7.9%
72	GLOBAL X FDS US PFD ETF PFFD	PFFD	37,220	$695.6k0.40%	0.40%	Reduced -228	-228 -0.6%
73	ISHARES SILVER TR ISHARES SLV	SLV	12,914	$690.5k0.40%	0.40%	Reduced -190	-190 -1.4%
74	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	35,190	$687.1k0.40%	0.40%	Unchanged
75	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,180	$685.5k0.40%	0.40%	Added +190	+190 19.2%
76	WALMART INC COM WMT	WMT	5,960	$675.0k0.39%	0.39%	Added +95	+95 1.6%
77	SELECT SECTOR SPDR TR INDL XLI	XLI	3,592	$665.3k0.38%	0.38%	Unchanged
78	FIRST TR EXCHANGE TRADED FD MATERIALS ALPH FXZ	FXZ	8,350	$663.3k0.38%	0.38%	New
79	MICRON TECHNOLOGY INC COM MU	MU	568	$655.6k0.38%	0.38%	New
80	FIRST TR EXCHANGE-TRADED FD FT VEST GOLD IGLD	IGLD	30,750	$647.6k0.37%	0.37%	New
81	RIO TINTO PLC SPONSORED ADR RIO	RIO	6,740	$639.8k0.37%	0.37%	Added +975	+975 16.9%
82	VANGUARD INDEX FDS MID CAP ETF VO	VO	7,840	$631.7k0.36%	0.36%	Unchanged
83	KLA CORP COM NEW KLAC	KLAC	2,090	$630.6k0.36%	0.36%	Added +390	+390 22.9%
84	ISHARES TR 7-10 YR TRSY BD IEF	IEF	6,625	$626.5k0.36%	0.36%	Reduced -10	-10 -0.1%
85	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,223	$612.0k0.35%	0.35%	Reduced -225	-225 -15.5%
86	VANGUARD WORLD FD ENERGY ETF VDE	VDE	4,055	$608.8k0.35%	0.35%	Unchanged
87	GLOBAL X FDS DATA CTR DIG ETF DTCR	DTCR	19,100	$580.1k0.34%	0.34%	New
88	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	9,308	$555.6k0.32%	0.32%	Added +430	+430 4.8%
89	JPMORGAN CHASE & CO COM JPM	JPM	1,675	$548.3k0.32%	0.32%	Unchanged
90	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	3,465	$547.6k0.32%	0.32%	Reduced -300	-300 -8.0%
91	FIRST TR LRG CP VL ALPHADEX COM SHS FTA	FTA	5,590	$541.1k0.31%	0.31%	Reduced -30	-30 -0.5%
92	ISHARES TR U.S. PHARMA ETF IHE	IHE	5,457	$540.3k0.31%	0.31%	Added +106	+106 2.0%
93	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	27,365	$527.9k0.31%	0.31%	Unchanged
94	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	28,350	$506.9k0.29%	0.29%	Unchanged
95	MERCK & CO INC COM MRK	MRK	3,795	$487.7k0.28%	0.28%	Unchanged
96	FREEPORT-MCMORAN INC CL B FCX	FCX	7,713	$485.1k0.28%	0.28%	Reduced -150	-150 -1.9%
97	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	13,060	$480.1k0.28%	0.28%	Reduced -250	-250 -1.9%
98	TESLA INC COM TSLA	TSLA	1,122	$471.9k0.27%	0.27%	Added +5	+5 0.5%
99	EATON VANCE TAX-MANAGED BUY- COM ETV	ETV	28,770	$452.8k0.26%	0.26%	Unchanged
100	INVESCO EXCHANGE TRADED FD T S&P MDCP400 PR RFG	RFG	6,872	$443.4k0.26%	0.26%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		662	$299.5k662 shares
SHELL PLC SHEL	SHEL	2,410	$224.1k2.4k shares
BLACKROCK UTILS INFRASTRUCTU BUI-R	BUI-R	33,365	$26433.4k shares