Filed: 8/13/2025ACC: 0001162044-25-000811
📋 What this filing means
AMERICAN MONEY MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $565.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$565.78M
Total AUM (reported)
5.13M
Total Shares
Allocation by class
COM$310.81M54.9%
ETF$246.95M43.6%
ADR$8.02M1.4%
Portfolio Concentration
Top 3$98.10M17.3%
4–10$119.34M21.1%
11–25$148.47M26.2%
Rest$199.88M35.3%
Top 3 weight
17.3%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole148
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings148
Rows:
Vanguard Short-Term Treasury ETF
SOLEShares609.53K
TypeSH
Market value$35.83M
6.33%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Short-Term Corporate Bond ETF
SOLEShares409.94K
TypeSH
Market value$32.59M
5.76%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares59.66K
TypeSH
Market value$29.68M
5.25%
Sole
0.00
Shared
0.00
None
0.00
Apple Computer Inc
SOLEShares112.55K
TypeSH
Market value$23.09M
4.08%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Intermediate Term Bond
SOLEShares258.33K
TypeSH
Market value$19.98M
3.53%
Sole
0.00
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets
SOLEShares346.13K
TypeSH
Market value$19.73M
3.49%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Core Plus Bond ETF
SOLEShares409.64K
TypeSH
Market value$19.28M
3.41%
Sole
0.00
Shared
0.00
None
0.00
Ishares 0-5 Year Tips
SOLEShares126.49K
TypeSH
Market value$13.02M
2.30%
Sole
0.00
Shared
0.00
None
0.00
Visa Inc.
SOLEShares35.03K
TypeSH
Market value$12.44M
2.20%
Sole
0.00
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares21K
TypeSH
Market value$11.80M
2.09%
Sole
0.00
Shared
0.00
None
0.00
J P Morgan Chase & Co
SOLEShares39.66K
TypeSH
Market value$11.50M
2.03%
Sole
0.00
Shared
0.00
None
0.00
Costco Whsl Corp New
SOLEShares11.37K
TypeSH
Market value$11.26M
1.99%
Sole
0.00
Shared
0.00
None
0.00
Texas Pacific Land Trust
SOLEShares10.65K
TypeSH
Market value$11.25M
1.99%
Sole
0.00
Shared
0.00
None
0.00
Schwab US LargeCap ETF
SOLEShares455.69K
TypeSH
Market value$11.14M
1.97%
Sole
0.00
Shared
0.00
None
0.00
SPDR MSCI USA StrategicFactors ETF
SOLEShares65.95K
TypeSH
Market value$10.76M
1.90%
Sole
0.00
Shared
0.00
None
0.00
Intuit
SOLEShares13.38K
TypeSH
Market value$10.54M
1.86%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Emerging Markets ETF
SOLEShares185.97K
TypeSH
Market value$10.49M
1.85%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Total Stock Mkt Fd
SOLEShares33.09K
TypeSH
Market value$10.06M
1.78%
Sole
0.00
Shared
0.00
None
0.00
Meta Platforms Inc Class A
SOLEShares13.06K
TypeSH
Market value$9.64M
1.70%
Sole
0.00
Shared
0.00
None
0.00
Philip Morris International
SOLEShares52.81K
TypeSH
Market value$9.62M
1.70%
Sole
0.00
Shared
0.00
None
0.00
General Electric Company
SOLEShares35.77K
TypeSH
Market value$9.21M
1.63%
Sole
0.00
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares24.04K
TypeSH
Market value$8.81M
1.56%
Sole
0.00
Shared
0.00
None
0.00
Broadridge Financial Solutions, Inc.
SOLEShares35.64K
TypeSH
Market value$8.66M
1.53%
Sole
0.00
Shared
0.00
None
0.00
BlackRock Inc
SOLEShares7.58K
TypeSH
Market value$7.96M
1.41%
Sole
0.00
Shared
0.00
None
0.00
AbbVie Inc Com
SOLEShares40.87K
TypeSH
Market value$7.59M
1.34%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Short-Term Treasury ETFSOLE | ETF | 609.53K | SH | $35.83M 6.33% | 0.00 | 0.00 | 0.00 |
Vanguard Short-Term Corporate Bond ETFSOLE | ETF | 409.94K | SH | $32.59M 5.76% | 0.00 | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 59.66K | SH | $29.68M 5.25% | 0.00 | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 112.55K | SH | $23.09M 4.08% | 0.00 | 0.00 | 0.00 |
Vanguard Intermediate Term BondSOLE | ETF | 258.33K | SH | $19.98M 3.53% | 0.00 | 0.00 | 0.00 |
Vanguard FTSE Developed MarketsSOLE | ETF | 346.13K | SH | $19.73M 3.49% | 0.00 | 0.00 | 0.00 |
JPMorgan Core Plus Bond ETFSOLE | ETF | 409.64K | SH | $19.28M 3.41% | 0.00 | 0.00 | 0.00 |
Ishares 0-5 Year TipsSOLE | ETF | 126.49K | SH | $13.02M 2.30% | 0.00 | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 35.03K | SH | $12.44M 2.20% | 0.00 | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 21K | SH | $11.80M 2.09% | 0.00 | 0.00 | 0.00 |
J P Morgan Chase & CoSOLE | COM | 39.66K | SH | $11.50M 2.03% | 0.00 | 0.00 | 0.00 |
Costco Whsl Corp NewSOLE | COM | 11.37K | SH | $11.26M 1.99% | 0.00 | 0.00 | 0.00 |
Texas Pacific Land TrustSOLE | COM | 10.65K | SH | $11.25M 1.99% | 0.00 | 0.00 | 0.00 |
Schwab US LargeCap ETFSOLE | ETF | 455.69K | SH | $11.14M 1.97% | 0.00 | 0.00 | 0.00 |
SPDR MSCI USA StrategicFactors ETFSOLE | ETF | 65.95K | SH | $10.76M 1.90% | 0.00 | 0.00 | 0.00 |
IntuitSOLE | COM | 13.38K | SH | $10.54M 1.86% | 0.00 | 0.00 | 0.00 |
JPMorgan Emerging Markets ETFSOLE | ETF | 185.97K | SH | $10.49M 1.85% | 0.00 | 0.00 | 0.00 |
Vanguard Total Stock Mkt FdSOLE | ETF | 33.09K | SH | $10.06M 1.78% | 0.00 | 0.00 | 0.00 |
Meta Platforms Inc Class ASOLE | COM | 13.06K | SH | $9.64M 1.70% | 0.00 | 0.00 | 0.00 |
Philip Morris InternationalSOLE | COM | 52.81K | SH | $9.62M 1.70% | 0.00 | 0.00 | 0.00 |
General Electric CompanySOLE | COM | 35.77K | SH | $9.21M 1.63% | 0.00 | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 24.04K | SH | $8.81M 1.56% | 0.00 | 0.00 | 0.00 |
Broadridge Financial Solutions, Inc.SOLE | COM | 35.64K | SH | $8.66M 1.53% | 0.00 | 0.00 | 0.00 |
BlackRock IncSOLE | COM | 7.58K | SH | $7.96M 1.41% | 0.00 | 0.00 | 0.00 |
AbbVie Inc ComSOLE | COM | 40.87K | SH | $7.59M 1.34% | 0.00 | 0.00 | 0.00 |
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