Filed: 5/11/2026ACC: 0001162044-26-000436
π What this filing means
AMERICAN MONEY MANAGEMENT, LLC filed this quarterly 13FβHR report disclosing 168 equity positions with a total reported market value of $631.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
168
Positions
$631.91M
Total AUM (reported)
5.66M
Total Shares
Allocation by class
COM$341.07M54.0%
ETF$277.14M43.9%
ADR$13.71M2.2%
Portfolio Concentration
Top 3$106.98M16.9%
4β10$131.58M20.8%
11β25$162.62M25.7%
Rest$230.73M36.5%
Top 3 weight
16.9%
Top 10 weight
37.8%
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)
Sole168
Shared0
Other0
Dominant voting typeNone Β· 0.0% of voting shares
Institutional Holdings168
Rows:
Vanguard Short-Term Treasury ETF
SOLEShares696.63K
TypeSH
Market value$40.78M
6.45%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Short-Term Corporate Bond ETF
SOLEShares449.55K
TypeSH
Market value$35.64M
5.64%
Sole
0.00
Shared
0.00
None
0.00
Apple Computer Inc
SOLEShares120.41K
TypeSH
Market value$30.56M
4.84%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares61.76K
TypeSH
Market value$22.86M
3.62%
Sole
0.00
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets
SOLEShares345.66K
TypeSH
Market value$22.15M
3.51%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Intermediate Term Bond
SOLEShares280.51K
TypeSH
Market value$21.65M
3.43%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Core Plus Bond ETF
SOLEShares451.62K
TypeSH
Market value$21.26M
3.36%
Sole
0.00
Shared
0.00
None
0.00
Texas Pacific Land Trust
SOLEShares33.53K
TypeSH
Market value$15.91M
2.52%
Sole
0.00
Shared
0.00
None
0.00
Ishares 0-5 Year Tips
SOLEShares143.52K
TypeSH
Market value$14.84M
2.35%
Sole
0.00
Shared
0.00
None
0.00
Google Inc Class C
SOLEShares44.96K
TypeSH
Market value$12.90M
2.04%
Sole
0.00
Shared
0.00
None
0.00
A S M L Holding Nv
SOLEShares9.12K
TypeSH
Market value$12.05M
1.91%
Sole
0.00
Shared
0.00
None
0.00
SPDR@ MSCI USA StrategicFactors ETF
SOLEShares69.81K
TypeSH
Market value$11.98M
1.90%
Sole
0.00
Shared
0.00
None
0.00
Schwab US LargeCap ETF
SOLEShares465.05K
TypeSH
Market value$11.92M
1.89%
Sole
0.00
Shared
0.00
None
0.00
Costco Whsl Corp New
SOLEShares11.96K
TypeSH
Market value$11.92M
1.89%
Sole
0.00
Shared
0.00
None
0.00
J P Morgan Chase & Co
SOLEShares40.36K
TypeSH
Market value$11.87M
1.88%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Emerging Markets ETF
SOLEShares190.44K
TypeSH
Market value$11.83M
1.87%
Sole
0.00
Shared
0.00
None
0.00
Visa Inc.
SOLEShares38.55K
TypeSH
Market value$11.65M
1.84%
Sole
0.00
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares23.26K
TypeSH
Market value$11.62M
1.84%
Sole
0.00
Shared
0.00
None
0.00
Vanguard Total Stock Mkt Fd
SOLEShares33.52K
TypeSH
Market value$10.75M
1.70%
Sole
0.00
Shared
0.00
None
0.00
General Electric Company
SOLEShares36.45K
TypeSH
Market value$10.34M
1.64%
Sole
0.00
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares41.59K
TypeSH
Market value$10.17M
1.61%
Sole
0.00
Shared
0.00
None
0.00
AbbVie Inc Com
SOLEShares43.75K
TypeSH
Market value$9.51M
1.51%
Sole
0.00
Shared
0.00
None
0.00
Northrop Grumman Corp
SOLEShares13.81K
TypeSH
Market value$9.42M
1.49%
Sole
0.00
Shared
0.00
None
0.00
Philip Morris International
SOLEShares54.47K
TypeSH
Market value$9.01M
1.43%
Sole
0.00
Shared
0.00
None
0.00
Schwab US MidCap ETF
SOLEShares276.77K
TypeSH
Market value$8.57M
1.36%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Short-Term Treasury ETFSOLE | ETF | 696.63K | SH | $40.78M 6.45% | 0.00 | 0.00 | 0.00 |
Vanguard Short-Term Corporate Bond ETFSOLE | ETF | 449.55K | SH | $35.64M 5.64% | 0.00 | 0.00 | 0.00 |
Apple Computer IncSOLE | COM | 120.41K | SH | $30.56M 4.84% | 0.00 | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 61.76K | SH | $22.86M 3.62% | 0.00 | 0.00 | 0.00 |
Vanguard FTSE Developed MarketsSOLE | ETF | 345.66K | SH | $22.15M 3.51% | 0.00 | 0.00 | 0.00 |
Vanguard Intermediate Term BondSOLE | ETF | 280.51K | SH | $21.65M 3.43% | 0.00 | 0.00 | 0.00 |
JPMorgan Core Plus Bond ETFSOLE | ETF | 451.62K | SH | $21.26M 3.36% | 0.00 | 0.00 | 0.00 |
Texas Pacific Land TrustSOLE | COM | 33.53K | SH | $15.91M 2.52% | 0.00 | 0.00 | 0.00 |
Ishares 0-5 Year TipsSOLE | ETF | 143.52K | SH | $14.84M 2.35% | 0.00 | 0.00 | 0.00 |
Google Inc Class CSOLE | COM | 44.96K | SH | $12.90M 2.04% | 0.00 | 0.00 | 0.00 |
A S M L Holding NvSOLE | ADR | 9.12K | SH | $12.05M 1.91% | 0.00 | 0.00 | 0.00 |
SPDR@ MSCI USA StrategicFactors ETFSOLE | ETF | 69.81K | SH | $11.98M 1.90% | 0.00 | 0.00 | 0.00 |
Schwab US LargeCap ETFSOLE | ETF | 465.05K | SH | $11.92M 1.89% | 0.00 | 0.00 | 0.00 |
Costco Whsl Corp NewSOLE | COM | 11.96K | SH | $11.92M 1.89% | 0.00 | 0.00 | 0.00 |
J P Morgan Chase & CoSOLE | COM | 40.36K | SH | $11.87M 1.88% | 0.00 | 0.00 | 0.00 |
JPMorgan Emerging Markets ETFSOLE | ETF | 190.44K | SH | $11.83M 1.87% | 0.00 | 0.00 | 0.00 |
Visa Inc.SOLE | COM | 38.55K | SH | $11.65M 1.84% | 0.00 | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 23.26K | SH | $11.62M 1.84% | 0.00 | 0.00 | 0.00 |
Vanguard Total Stock Mkt FdSOLE | ETF | 33.52K | SH | $10.75M 1.70% | 0.00 | 0.00 | 0.00 |
General Electric CompanySOLE | COM | 36.45K | SH | $10.34M 1.64% | 0.00 | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 41.59K | SH | $10.17M 1.61% | 0.00 | 0.00 | 0.00 |
AbbVie Inc ComSOLE | COM | 43.75K | SH | $9.51M 1.51% | 0.00 | 0.00 | 0.00 |
Northrop Grumman CorpSOLE | COM | 13.81K | SH | $9.42M 1.49% | 0.00 | 0.00 | 0.00 |
Philip Morris InternationalSOLE | COM | 54.47K | SH | $9.01M 1.43% | 0.00 | 0.00 | 0.00 |
Schwab US MidCap ETFSOLE | ETF | 276.77K | SH | $8.57M 1.36% | 0.00 | 0.00 | 0.00 |
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