Q2 2026 13F · SEC CIK 2029723
American Family Investments, Inc.
Family officeFiled 2026-08-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $5.5B
- Reported positions
- 13
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.6 yrs
American Family Investments, Inc. is a family office that reported 13 positions worth $5.5B in its Q2 2026 13F, filed 2026-08-17. Its largest holdings were Xtrackers USD High Yield BB-B ex Financi (BHYB, 47.1%), Ishares Tr (IWV, 12.5%), Spdr Series Trust (JNK, 9.9%).
American Family Investments, Inc. holdings all 13 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| BHYBXtrackers USD High Yield BB-B ex Financi | 47.1% | +37.4% | $2.6B |
| IWVIshares Tr | 12.5% | +92.9% | $693.9M |
| JNKSpdr Series Trust | 9.9% | +59.4% | $547.6M |
| SPIBSpdr Series Trust | 8.8% | +43.7% | $489.5M |
| VCITVanguard Scottsdale Fds | 7.5% | +81.7% | $413.9M |
| IGFiShares Global Infrastructure | 3.1% | +85.2% | $169.0M |
| VOOVanguard Index Fds | 2.7% | +5.3% | $149.6M |
| BOWBowhead Specialty Hldgs Inc | 2.5% | +0.0% | $140.7M |
| XLRESelect Sector Spdr Tr | 2.0% | +86.5% | $112.3M |
| IWPIshares Tr | 1.9% | +16.6% | $106.0M |
| HYDVaneck ETF Trust | 1.5% | -58.1% | $83.8M |
| LQDIshares Tr | 0.3% | -43.2% | $16.9M |
| TDWTidewater Inc New | 0.1% | +0.0% | $8.0M |
What American Family Investments, Inc. bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- IWV Ishares Tr+92.9% shares
- XLRE Select Sector Spdr Tr+86.5% shares
- IGF iShares Global Infrastructure+85.2% shares
- VCIT Vanguard Scottsdale Fds+81.7% shares
- JNK Spdr Series Trust+59.4% shares
- SPIB Spdr Series Trust+43.7% shares
- BHYB Xtrackers USD High Yield BB-B ex Financi+37.4% shares
- IWP Ishares Tr+16.6% shares
Reduced
- HYD Vaneck ETF Trust-58.1% shares
- LQD Ishares Tr-43.2% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +0.1% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $5.5B | 13 |
| Q1 2026 | $3.8B | 13 |
| Q4 2025 | $2.8B | 11 |
| Q3 2025 | $1.9B | 9 |
| Q2 2025 | $1.8B | 14 |
| Q1 2025 | $1.4B | 11 |
| Q4 2024 | $2.1B | 11 |
| Q3 2024 | $1.4B | 10 |
| Q2 2024 | $1.4B | 10 |
Questions about American Family Investments, Inc.'s portfolio
What stocks does American Family Investments, Inc. own?
American Family Investments, Inc.'s latest 13F, for Q2 2026 and filed Aug 17, 2026, lists 13 positions worth $5.5B. The largest are Xtrackers USD High Yield BB-B ex Financi (BHYB) at 47.1%, Ishares Tr (IWV) at 12.5%, Spdr Series Trust (JNK) at 9.9%, Spdr Series Trust (SPIB) at 8.8% and Vanguard Scottsdale Fds (VCIT) at 7.5%.
What did American Family Investments, Inc. buy last quarter?
In Q2 2026, American Family Investments, Inc. added Ishares Tr (IWV) (+92.9% shares), Select Sector Spdr Tr (XLRE) (+86.5% shares) and iShares Global Infrastructure (IGF) (+85.2% shares), compared with its Q1 2026 filing.
What did American Family Investments, Inc. sell last quarter?
In Q2 2026, American Family Investments, Inc. Vaneck ETF Trust (HYD) (-58.1% shares) and Ishares Tr (LQD) (-43.2% shares), compared with its Q1 2026 filing.
When is American Family Investments, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. American Family Investments, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.