Philip L Nagel

American Institute For Advanced Investment Management, Llp

Assets Managed

$173.061M

Holdings

159

Last Quarter

2026 - Q2

Filed Date

4d ago

Growth Rate

12.15%(2Q avg: 5.68%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in American Institute For Advanced Investment Management, Llp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 159 positions.

Assets under management

The assets under management (AUM) of American Institute For Advanced Investment Management, Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 173.061M in assets, with a quarterly growth rate of 12.15% and a 2-quarter average growth rate of 5.68%. The portfolio is managed by Philip L Nagel, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IWF Ishares Russell 1000 Growth Recent Activity Increased 297.91%	7.21%	$12.471M 100,432 shares@ $124.18 avg price	Increased 297.91%
IWD Ishares Russell 1000 Value E Recent Activity Decreased -1.01%	4.38%	$7.568M 31,216 shares@ $242.44 avg price	Decreased -1.01%
SPY Spdr S&p 500 Etf Trust Recent Activity Decreased -2.61%	4%	$6.917M 9,263 shares@ $746.74 avg price	Decreased -2.61%
AAPL Apple Inc Recent Activity Decreased -0.86%	3.27%	$5.657M 19,550 shares@ $289.36 avg price	Decreased -0.86%
MINT Pimco Enhanced Short Maturit Recent Activity Increased 0.63%	2.16%	$3.726M 36,958 shares@ $100.82 avg price	Increased 0.63%
MSFT Microsoft Corp Recent Activity Increased 0.11%	2.01%	$3.472M 9,309 shares@ $373.02 avg price	Increased 0.11%
IWM Ishares Russell 2000 Etf Recent Activity Decreased -0.59%	1.9%	$3.279M 10,912 shares@ $300.46 avg price	Decreased -0.59%
VUG Vanguard Growth Etf Recent Activity Increased 501.02%	1.78%	$3.072M 35,664 shares@ $86.14 avg price	Increased 501.02%
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 0.72%	1.75%	$3.014M 8,144 shares@ $370.05 avg price	Increased 0.72%
VTV Vanguard Value Etf Recent Activity Increased 0.45%	1.64%	$2.834M 13,003 shares@ $217.93 avg price	Increased 0.45%

1-10 of 159