Q2 2026 13F · SEC CIK 1600085

American Money Management, LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $700.2M
Reported positions: 174
Top holdings a year, 3 yrs: +10.9%
Assets under management: $844.0M

American Money Management, LLC is a wealth manager that reported 174 positions worth $700.2M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Vanguard Short-Term Treasury ETF Total (VGSH, 6.0%), Vanguard Scottsdale Fds (VCSH, 5.5%), Apple Inc (AAPL, 5.0%). A portfolio copying its top holdings returned 10.9% a year over the last 3 years, against 20.4% for the S&P 500.

American Money Management, LLC holdings largest 50 of 174 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.

American Money Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VGSHVanguard Short-Term Treasury ETF Total	6.0%	6.5%	716,987	+2.9%	$41.7M
VCSHVanguard Scottsdale Fds	5.5%	5.6%	485,306	+8.0%	$38.4M
AAPLApple Inc	5.0%	4.8%	120,845	+0.4%	$35.0M
VEAVanguard Tax-Managed Fds	3.6%	3.5%	355,550	+2.9%	$25.3M
BIVVanguard Bd Index Fds	3.2%	3.4%	288,490	+2.8%	$22.1M
MSFTMicrosoft Corp	3.1%	3.6%	59,044	-4.4%	$22.0M
JCPBJ P Morgan Exchange Traded F	3.1%	3.4%	465,390	+3.0%	$21.8M
GOOGAlphabet Inc	2.8%	2.0%	55,147	+22.7%	$19.5M
ASMLAsml Hldg NV	2.5%	1.9%	8,766	-3.9%	$17.4M
STIPIshares Tr	2.1%	2.3%	144,295	+0.5%	$14.7M
TPLTexas Pacific Land Corporati	2.0%	2.5%	32,709	-2.5%	$14.3M
SCHXSchwab Stratgc Tr	2.0%	1.9%	473,160	+1.7%	$13.9M
QUSSpdr Series Trust	1.9%	1.9%	72,164	+3.4%	$13.5M
VVisa Inc Com Cl A	1.9%	1.8%	38,117	-1.1%	$13.1M
AMATApplied Matls Inc	1.9%	—	17,987	—	$13.0M
GEGe Aerospace	1.8%	1.6%	34,581	-5.1%	$12.9M
JPMJpmorgan Chase & Co	1.8%	1.9%	39,379	-2.4%	$12.9M
JPEMJ P Morgan Exchange Traded F	1.8%	1.9%	196,972	+3.4%	$12.4M
VTIVanguard Index Fds	1.8%	1.7%	33,311	-0.6%	$12.3M
MAMastercard Inc.	1.7%	1.8%	23,070	-0.8%	$11.8M
COSTCostco Whsl Corp New	1.6%	1.9%	11,729	-1.9%	$11.0M
ABBVAbbvie Inc	1.6%	1.5%	43,177	-1.3%	$10.9M
JNJJohnson & Johnson	1.5%	1.6%	40,855	-1.8%	$10.4M
GOOGLAlphabet Inc	1.5%	1.3%	28,540	-1.2%	$10.2M
SCHMSchwab Strategic Tr	1.4%	1.4%	271,764	-1.8%	$10.0M
IJRIshares Core S&p Small Cap ETF	1.4%	1.3%	64,967	-2.6%	$9.6M
PMPhilip Morris Intl Inc Com	1.4%	1.4%	52,880	-2.9%	$9.6M
HDHome Depot Inc Com	1.3%	1.3%	24,866	-0.1%	$8.8M
XLKState Street Technology Select Sector Sp	1.2%	0.9%	43,187	+0.5%	$8.2M
METAMeta Platforms Inc Class A	1.2%	1.3%	14,510	+4.2%	$8.2M
MARMarriott Intl Inc New Cl A	1.2%	1.2%	22,016	-4.0%	$8.2M
UNPUnion Pac Corp	1.1%	1.1%	28,453	-1.3%	$7.7M
BLKBlackrock Inc	1.1%	1.2%	8,018	-0.7%	$7.7M
SDYSpdr Series Trust	1.0%	1.1%	47,915	+5.3%	$7.3M
SPGIS&P Global Inc.	1.0%	1.1%	17,445	+5.2%	$7.1M
NVDANvidia Corporation Com	1.0%	0.7%	34,253	+37.8%	$6.9M
NOCNorthrop Grumman Corp	1.0%	1.5%	13,405	-2.9%	$6.8M
PAYXPaychex Inc	1.0%	1.0%	69,266	-2.0%	$6.8M
BRBroadridge Financial Solutions	1.0%	1.2%	49,350	+4.9%	$6.8M
QUALIshares Msci USA Quality Factor ETF	1.0%	0.9%	30,588	+3.1%	$6.7M
TSMTaiwan Semiconductor Manufac	0.9%	—	13,821	—	$6.6M
LLYLilly Eli & Co	0.9%	0.7%	5,102	+0.1%	$6.1M
ICEIntercontinental Exchange in	0.9%	1.0%	49,601	+20.2%	$6.1M
MCDMcdonalds Corp Com	0.9%	1.1%	22,439	-1.0%	$6.1M
QCOMQualcomm Inc	0.8%	0.6%	30,886	-0.4%	$5.7M
AMZNAmazon Com Inc Com	0.8%	0.8%	23,042	-3.0%	$5.5M
INTUIntuit	0.7%	1.2%	17,595	-2.4%	$4.6M
DPZDominos Pizza Inc	0.6%	0.8%	13,207	-3.4%	$3.9M
IDVIshares Tr	0.5%	0.6%	82,327	-6.7%	$3.4M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	6,711	-5.9%	$3.4M

What American Money Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +5.6% /yr; S&P 500 +20.1%
3 years: +10.9% /yr; S&P 500 +20.4%
5 years: +6.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 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.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$700.2M	174
Q1 2026	$631.9M	168
Q4 2025	$636.3M	166
Q3 2025	$599.3M	151
Q2 2025	$565.8M	148
Q1 2025	$527.2M	135
Q4 2024	$512.6M	139
Q3 2024	$500.3M	137
Q2 2024	$468.4M	133
Q1 2024	$479.5M	138
Q4 2023	$443.7M	135
Q3 2023	$391.4M	129

Questions about American Money Management, LLC's portfolio

What stocks does American Money Management, LLC own?

American Money Management, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 174 positions worth $700.2M. The largest are Vanguard Short-Term Treasury ETF Total (VGSH) at 6.0%, Vanguard Scottsdale Fds (VCSH) at 5.5%, Apple Inc (AAPL) at 5.0%, Vanguard Tax-Managed Fds (VEA) at 3.6% and Vanguard Bd Index Fds (BIV) at 3.2%.

What did American Money Management, LLC buy last quarter?

In Q2 2026, American Money Management, LLC added Nvidia Corporation Com (NVDA) (+37.8% shares), Alphabet Inc (GOOG) (+22.7% shares) and Intercontinental Exchange in (ICE) (+20.2% shares), compared with its Q1 2026 filing.

What did American Money Management, LLC sell last quarter?

In Q2 2026, American Money Management, LLC cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Spdr Series Trust (SPYV), Ishares Tr (IDV) (-6.7% shares), Berkshire Hathaway Inc Del (BRK-B) (-5.9% shares) and Ge Aerospace (GE) (-5.1% shares), compared with its Q1 2026 filing.

How has American Money Management, LLC's portfolio performed?

A portfolio copying American Money Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +5.6% against +20.1%. Over 5 years: +6.3% a year against +11.6%.

When is American Money Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. American Money Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does American Money Management, LLC manage?

American Money Management, LLC reported $844.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $700.2M.