AMERICAN FINANCIAL & TAX STRATEGIES INC

CIK

911927

Location

NEW YORK, NY

Portfolio Value

Small $218,418,486

Diversification

Diversified

Filing Date

Global Rank

#6,207 / 8,793 ▼ 44 · as of Jun 2026

Top Industry

Asset Management 18.6%

Period ended 3 months ago

Filed Aug 7, 2026 · 56d

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

48 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.6%

−1.7 pts

Top 5

44.1%

−1.8 pts

Top 10

66.5%

−3.2 pts

HHI

568

Diversified−48

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.5%	$204,134,136	31
Technology	1.7%	$3,627,095	4
Financial Services	1.4%	$3,151,449	3
Consumer Defensive	1.2%	$2,591,530	4
Consumer Cyclical	0.8%	$1,736,923	2
Energy	0.7%	$1,443,489	1
Basic Materials	0.4%	$792,986	1
Communication Services	0.3%	$725,984	1
Industrials	0.1%	$214,894	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
—		+133,734	170,030	$4,973,492
EDV	Vanguard World Funds Extended Duration ETF	+66,491	84,573	$7,434,812
VB	Vanguard Morningstar Small-Cap ETF	+9,534	68,475	$16,019,395
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+3,587	245,476	$22,507,145
VIGI	Vanguard International Dividend Appreciation ETF	+1,750	123,869	$9,632,003
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	+1,451	45,358	$1,016,926
—		+1,381	7,105	$543,287
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−6,681	291,707	$23,148,140
MO	Altria Group, Inc.	−5,776	10,671	$767,778
BNDW	Vanguard Total World Bond ETF	−5,112	78,734	$10,554,432
CSCO	Cisco Systems, Inc.	−3,759	15,381	$1,806,652
FNDA	Schwab Fundamental U.S. Small Company ETF	−3,222	236,559	$10,041,949
BUYZ	Franklin Disruptive Commerce ETF	−3,134	236,831	$5,691,519
MDLZ	Mondelez International, Inc.	−2,454	6,125	$354,270
PM	Philip Morris International Inc.	−2,159	5,488	$992,834
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−1,972	456,789	$21,597,851
AAAP	Pacer Barings CLO Market Flex ETF	−1,113	248,938	$13,035,379
XOM	ExxonMobil Holdings Corp	−1,000	10,558	$1,443,489
CWI	State Street SPDR MSCI ACWI ex-US ETF	−925	34,399	$1,795,241
AAPB	GraniteShares ETF Trust GraniteShares 2x Long AAPL Daily ETF	−840	219,667	$5,289,581
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	−683	120,751	$2,697,577
BAB	Invesco Taxable Municipal Bond ETF	−414	81,484	$6,103,151
AFK	VanEck Africa Index ETF	−238	19,963	$830,543
VCRM	Vanguard Core Tax-Exempt Bond ETF	−219	113,421	$5,736,834
FBCG	Fidelity Blue Chip Growth ETF	−187	199,554	$5,846,932
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	−142	31,008	$3,726,312
BNDX	Vanguard Total International Bond ETF	−99	233,668	$11,316,541
—		−74	30,654	$1,558,142
BAR	GraniteShares Gold Trust	−63	31,168	$1,232,071
TSLA	Tesla, Inc.	−50	1,570	$660,342
BIV	Vanguard Intermediate-Term Bond ETF	−41	85,274	$6,384,190
BRK-B	Berkshire Hathaway Inc	−11	534	$267,208
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
BNY	Bank of New York Mellon Corp	1,618	$233,978
GE	General Electric Co	575	$214,894
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

48 tracked positions · $218,418,486 total · filing declares 102 positions · $221,347,162 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	291,707	-6,681	$23,148,140	+11.1%	10.60%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	245,476	+3,587	$22,507,145	—	10.30%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	456,789	-1,972	$21,597,851	+11.2%	9.89%
VB	Vanguard Morningstar Small-Cap ETF	Added	68,475	+9,534	$16,019,395	+20.3%	7.33%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	248,938	-1,113	$13,035,379	+0.8%	5.97%
BNDX	Vanguard Total International Bond ETF	Reduced	233,668	-99	$11,316,541	+0.7%	5.18%
BNDW	Vanguard Total World Bond ETF	Reduced	78,734	-5,112	$10,554,432	+9.8%	4.83%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	236,559	-3,222	$10,041,949	+8.4%	4.60%
VIGI	Vanguard International Dividend Appreciation ETF	Added	123,869	+1,750	$9,632,003	+5.5%	4.41%
EDV	Vanguard World Funds Extended Duration ETF	Added	84,573	+66,491	$7,434,812	+459.5%	3.40%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	85,274	-41	$6,384,190	−0.5%	2.92%
BAB	Invesco Taxable Municipal Bond ETF	Reduced	81,484	-414	$6,103,151	+1.9%	2.79%
FBCG	Fidelity Blue Chip Growth ETF	Reduced	199,554	-187	$5,846,932	+8.8%	2.68%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Reduced	113,421	-219	$5,736,834	+1.2%	2.63%
BUYZ	Franklin Disruptive Commerce ETF	Reduced	236,831	-3,134	$5,691,519	−0.7%	2.61%
AAPB	GraniteShares ETF Trust GraniteShares 2x Long AAPL Daily ETF	Reduced	219,667	-840	$5,289,581	—	2.42%
		Added	170,030	+133,734	$4,973,492	+297.6%	2.28%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Reduced	31,008	-142	$3,726,312	+14.1%	1.71%
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	Reduced	120,751	-683	$2,697,577	−8.5%	1.24%
IVZ	Invesco Ltd. Financial Services	Held	97,435	0	$2,650,263	+9.2%	1.21%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,381	-3,759	$1,806,652	+21.7%	0.83%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	34,399	-925	$1,795,241	+7.1%	0.82%
		Reduced	30,654	-74	$1,558,142	+1.5%	0.71%
VEU	Vanguard FTSE All-World Ex-US ETF	Held	25,819	0	$1,511,650	+8.0%	0.69%
XOM	ExxonMobil Holdings Corp Energy	Reduced	10,558	-1,000	$1,443,489	−26.4%	0.66%
VIG	Vanguard Dividend Appreciation ETF	Held	13,701	0	$1,321,187	+8.7%	0.60%
BAR	GraniteShares Gold Trust	Reduced	31,168	-63	$1,232,071	−14.5%	0.56%
AAPL	Apple Inc. Technology	Held	4,150	0	$1,200,844	+14.0%	0.55%
NCLO	Nuveen AA-BBB CLO ETF	Held	15,786	0	$1,084,048	+18.1%	0.50%
AMZN	Amazon Com Inc Consumer Cyclical	Held	4,517	0	$1,076,581	+14.4%	0.49%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Added	45,358	+1,451	$1,016,926	+2.5%	0.47%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	5,488	-2,159	$992,834	−21.5%	0.45%
AFK	VanEck Africa Index ETF	Reduced	19,963	-238	$830,543	−13.6%	0.38%
VMC	Vulcan Materials CO Basic Materials	Held	2,688	0	$792,986	+8.3%	0.36%
MO	Altria Group, Inc. Consumer Defensive	Reduced	10,671	-5,776	$767,778	−29.3%	0.35%
GOOGL	Alphabet Inc. Communication Services	Held	2,040	0	$725,984	+23.9%	0.33%
BKF	iShares MSCI BIC ETF	Held	15,462	0	$705,840	+0.8%	0.32%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,570	-50	$660,342	+9.6%	0.30%
		Added	7,105	+1,381	$543,287	+96.4%	0.25%
MUNY	Vanguard New York Tax-Exempt Bond ETF	Held	5,000	0	$520,000	+1.5%	0.24%
KO	Coca Cola Co Consumer Defensive	Held	5,865	0	$476,648	+6.9%	0.22%
MSFT	Microsoft Corp Technology	Held	968	0	$361,083	+0.8%	0.17%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	6,125	-2,454	$354,270	−28.4%	0.16%
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	Held	3,245	0	$277,966	+13.9%	0.13%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	534	-11	$267,208	+2.3%	0.12%
NVDA	Nvidia Corp Technology	Held	1,292	0	$258,516	+14.7%	0.12%
BNY	Bank of New York Mellon Corp Financial Services	NEW	1,618	NEW	$233,978	NEW	0.11%
GE	General Electric Co Industrials	NEW	575	NEW	$214,894	NEW	0.10%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.