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Robert Braglia

American Financial & Tax Strategies Inc

Assets Managed
$205.761M
Holdings
97
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
2.53%(2Q avg: 1.35%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in American Financial & Tax Strategies Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 97 positions.

Assets under management

The assets under management (AUM) of American Financial & Tax Strategies Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 205.761M in assets, with a quarterly growth rate of 2.53% and a 2-quarter average growth rate of 1.35%. The portfolio is managed by Robert Braglia, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Decreased -0.42%
5.46%
$11.232M
233,767 shares@ $48.05 avg price
XSOE
Wisdmtree Emerg Mkt Ex-st Ow
Recent Activity
Decreased -2.22%
4.78%
$9.835M
245,250 shares@ $40.11 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Decreased -0.02%
4.29%
$8.815M
80,362 shares@ $109.7 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -0.55%
3.82%
$7.847M
138,682 shares@ $56.59 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -1.29%
3.35%
$6.885M
110,060 shares@ $62.56 avg price
QHY
Wisdomtree Us High Yield Cor
Recent Activity
New Position
3.32%
$6.815M
149,652 shares@ $45.54 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 2.73%
3.23%
$6.644M
18,082 shares@ $367.43 avg price
SPLV
Invesco S&p 500 Low Volatili
Recent Activity
Decreased -2.23%
2.92%
$5.99M
81,898 shares@ $73.14 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -2.03%
2.82%
$5.793M
59,171 shares@ $97.92 avg price
COMB
Graniteshares Bcom Broad Str
Recent Activity
Decreased -1.01%
2.82%
$5.792M
220,507 shares@ $26.27 avg price

1-10 of 97