Filed: 11/10/2025ACC: 0001162044-25-001154
📋 What this filing means
AMERICAN MONEY MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 155 equity positions with a total reported market value of $599.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
155
Positions
$599.31M
Total AUM (reported)
5.56M
Total Shares
Allocation by class
COM$331.38M55.3%
ETF$257.60M43.0%
ADR$10.33M1.7%
Portfolio Concentration
Top 3$101.81M17.0%
4–10$128.01M21.4%
11–25$155.88M26.0%
Rest$213.60M35.6%
Top 3 weight
17.0%
Top 10 weight
38.3%
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)
Sole155
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings155
Rows:
Vanguard Short-Term Treasury ETF
SOLEShares629.87K
TypeSH
Market value$37.07M
6.19%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Short-Term Corporate Bond ETF
SOLEShares421.50K
TypeSH
Market value$33.69M
5.62%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares59.95K
TypeSH
Market value$31.05M
5.18%
Sole
0.00
Shared
0.00
None
0.00
Apple Computer Inc
SOLEShares112.60K
TypeSH
Market value$28.67M
4.78%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Intermediate Term Bond
SOLEShares264.33K
TypeSH
Market value$20.64M
3.44%
Sole
0.00
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets
SOLEShares338.77K
TypeSH
Market value$20.30M
3.39%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Core Plus Bond ETF
SOLEShares424.95K
TypeSH
Market value$20.21M
3.37%
Sole
0.00
Shared
0.00
None
0.00
Ishares 0-5 Year Tips
SOLEShares130.81K
TypeSH
Market value$13.52M
2.26%
Sole
0.00
Shared
0.00
None
0.00
J P Morgan Chase & Co
SOLEShares39.53K
TypeSH
Market value$12.47M
2.08%
Sole
0.00
Shared
0.00
None
0.00
Visa Inc.
SOLEShares35.74K
TypeSH
Market value$12.20M
2.04%
Sole
0.00
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares21.23K
TypeSH
Market value$12.07M
2.01%
Sole
0.00
Shared
0.00
None
0.00
Schwab US LargeCap ETF
SOLEShares446.27K
TypeSH
Market value$11.75M
1.96%
Sole
0.00
Shared
0.00
None
0.00
SPDR MSCI USA StrategicFactors ETF
SOLEShares65.90K
TypeSH
Market value$11.28M
1.88%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Total Stock Mkt Fd
SOLEShares33.22K
TypeSH
Market value$10.90M
1.82%
Sole
0.00
Shared
0.00
None
0.00
General Electric Company
SOLEShares36.17K
TypeSH
Market value$10.88M
1.82%
Sole
0.00
Shared
0.00
None
0.00
Google Inc Class C
SOLEShares44.45K
TypeSH
Market value$10.83M
1.81%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Emerging Markets ETF
SOLEShares183.34K
TypeSH
Market value$10.82M
1.80%
Sole
0.00
Shared
0.00
None
0.00
Costco Whsl Corp New
SOLEShares11.28K
TypeSH
Market value$10.44M
1.74%
Sole
0.00
Shared
0.00
None
0.00
Intuit
SOLEShares14.78K
TypeSH
Market value$10.09M
1.68%
Sole
0.00
Shared
0.00
None
0.00
Meta Platforms Inc Class A
SOLEShares13.59K
TypeSH
Market value$9.98M
1.67%
Sole
0.00
Shared
0.00
None
0.00
Texas Pacific Land Trust
SOLEShares10.56K
TypeSH
Market value$9.86M
1.64%
Sole
0.00
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares24.29K
TypeSH
Market value$9.84M
1.64%
Sole
0.00
Shared
0.00
None
0.00
AbbVie Inc Com
SOLEShares41.21K
TypeSH
Market value$9.54M
1.59%
Sole
0.00
Shared
0.00
None
0.00
BlackRock Inc
SOLEShares7.55K
TypeSH
Market value$8.81M
1.47%
Sole
0.00
Shared
0.00
None
0.00
A S M L Holding Nv
SOLEShares9.07K
TypeSH
Market value$8.78M
1.47%
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 | 629.87K | SH | $37.07M 6.19% | 0.00 | 0.00 | 0.00 |
Vanguard Short-Term Corporate Bond ETFSOLE | ETF | 421.50K | SH | $33.69M 5.62% | 0.00 | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 59.95K | SH | $31.05M 5.18% | 0.00 | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 112.60K | SH | $28.67M 4.78% | 0.00 | 0.00 | 0.00 |
Vanguard Intermediate Term BondSOLE | ETF | 264.33K | SH | $20.64M 3.44% | 0.00 | 0.00 | 0.00 |
Vanguard FTSE Developed MarketsSOLE | ETF | 338.77K | SH | $20.30M 3.39% | 0.00 | 0.00 | 0.00 |
JPMorgan Core Plus Bond ETFSOLE | ETF | 424.95K | SH | $20.21M 3.37% | 0.00 | 0.00 | 0.00 |
Ishares 0-5 Year TipsSOLE | ETF | 130.81K | SH | $13.52M 2.26% | 0.00 | 0.00 | 0.00 |
J P Morgan Chase & CoSOLE | COM | 39.53K | SH | $12.47M 2.08% | 0.00 | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 35.74K | SH | $12.20M 2.04% | 0.00 | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 21.23K | SH | $12.07M 2.01% | 0.00 | 0.00 | 0.00 |
Schwab US LargeCap ETFSOLE | ETF | 446.27K | SH | $11.75M 1.96% | 0.00 | 0.00 | 0.00 |
SPDR MSCI USA StrategicFactors ETFSOLE | ETF | 65.90K | SH | $11.28M 1.88% | 0.00 | 0.00 | 0.00 |
Vanguard Total Stock Mkt FdSOLE | ETF | 33.22K | SH | $10.90M 1.82% | 0.00 | 0.00 | 0.00 |
General Electric CompanySOLE | COM | 36.17K | SH | $10.88M 1.82% | 0.00 | 0.00 | 0.00 |
Google Inc Class CSOLE | COM | 44.45K | SH | $10.83M 1.81% | 0.00 | 0.00 | 0.00 |
JPMorgan Emerging Markets ETFSOLE | ETF | 183.34K | SH | $10.82M 1.80% | 0.00 | 0.00 | 0.00 |
Costco Whsl Corp NewSOLE | COM | 11.28K | SH | $10.44M 1.74% | 0.00 | 0.00 | 0.00 |
IntuitSOLE | COM | 14.78K | SH | $10.09M 1.68% | 0.00 | 0.00 | 0.00 |
Meta Platforms Inc Class ASOLE | COM | 13.59K | SH | $9.98M 1.67% | 0.00 | 0.00 | 0.00 |
Texas Pacific Land TrustSOLE | COM | 10.56K | SH | $9.86M 1.64% | 0.00 | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 24.29K | SH | $9.84M 1.64% | 0.00 | 0.00 | 0.00 |
AbbVie Inc ComSOLE | COM | 41.21K | SH | $9.54M 1.59% | 0.00 | 0.00 | 0.00 |
BlackRock IncSOLE | COM | 7.55K | SH | $8.81M 1.47% | 0.00 | 0.00 | 0.00 |
A S M L Holding NvSOLE | ADR | 9.07K | SH | $8.78M 1.47% | 0.00 | 0.00 | 0.00 |
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