1y return+10.0%S&P 500 +20.9%
3y return+41.3%S&P 500 +68.5%
5y return+42.7%S&P 500 +74.5%
10y return+172.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $273 against $357 in the S&P 500.2
American Money Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VGSHVanguard Short-Term Treasury ETF | $41.7M | 6.0% | +2.9% |
| VCSHVanguard Short-Term Corporate Bond ETF | $38.4M | 5.5% | +8.0% |
| AAPLApple Computer Inc | $35.0M | 5.0% | |
| VEAVanguard FTSE Developed Markets | $25.3M | 3.6% | +2.9% |
| BIVVanguard Intermediate Term Bond | $22.1M | 3.2% | +2.8% |
| MSFTMicrosoft Corp | $22.0M | 3.1% | −4.4% |
| JCPBJPMorgan Core Plus Bond ETF | $21.8M | 3.1% | +3.0% |
| GOOGGoogle Inc Class C | $19.5M | 2.8% | +22.7% |
| A S M L Holding NvCUSIP N07059210 | $17.4M | 2.5% | −3.9% |
| STIPIshares 0-5 Year Tips | $14.7M | 2.1% | |
| TPLTexas Pacific Land Trust | $14.3M | 2.0% | −2.5% |
| SCHXSchwab US LargeCap ETF | $13.9M | 2.0% | +1.7% |
| QUSSPDR MSCI USA StrategicFactors ETF | $13.5M | 1.9% | +3.4% |
| VVisa Inc. | $13.1M | 1.9% | −1.1% |
| AMATApplied Materials Inc | $13.0M | 1.9% | +108.7% |
| GEGeneral Electric Company | $12.9M | 1.8% | −5.1% |
| JPMJ P Morgan Chase & Co | $12.9M | 1.8% | −2.4% |
| JPEMJPMorgan Emerging Markets ETF | $12.4M | 1.8% | +3.4% |
| VTIVanguard Total Stock Mkt Fd | $12.3M | 1.8% | |
| MAMastercard Inc | $11.8M | 1.7% | |
| COSTCostco Whsl Corp New | $11.0M | 1.6% | −1.9% |
| ABBVAbbVie Inc Com | $10.9M | 1.6% | −1.3% |
| JNJJohnson & Johnson | $10.4M | 1.5% | −1.8% |
| GOOGLGoogle Inc Class A | $10.2M | 1.5% | −1.2% |
| SCHMSchwab US MidCap ETF | $10.0M | 1.4% | −1.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Materials Inc | June 30, 2020 | +1096.1% | $13.0M |
| NVDANvidia Corp | September 30, 2021 | +865.9% | $6.9M |
| TPLTexas Pacific Land Trust | December 31, 2020 | +441.8% | $14.3M |
| GOOGLGoogle Inc Class A | June 30, 2020 | +404.0% | $10.2M |
| GOOGGoogle Inc Class C | June 30, 2020 | +399.9% | $19.5M |
| A S M L Holding NvCUSIP N07059210 | September 30, 2022 | +379.0% | $17.4M |
| JPMJ P Morgan Chase & Co | June 30, 2020 | +248.0% | $12.9M |
| AAPLApple Computer Inc | June 30, 2020 | +217.3% | $35.0M |
| COSTCostco Whsl Corp New | June 30, 2020 | +208.5% | $11.0M |
| PMPhilip Morris International | June 30, 2020 | +158.2% | $9.6M |
Sold off last quarter
- Honeywell InternationalCUSIP 438516106 was $3.0M
- Exxon Mobil CorporationCUSIP 30231G102 was $899K
- QQQMInvesco NASDAQ 100 ETF was $855K
- JPSTJPMorgan Ultra-Short Income ETF was $245K
- CMECME Group Inc was $228K
- VNQVanguard REIT Fd was $228K
- VZVerizon Communications was $217K
- Sap SeCUSIP D66992104 was $206K
- NGTFNightFood Holdings Inc was $349
- MJNAMedical Marijuana Inc was $24
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.9% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +4.5% | +7.8% |
| June 30, 2025 | +5.1% | +10.5% |
| March 31, 2025 | +0.3% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +5.7% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +7.3% | +7.1% |
| September 30, 2022 | −4.7% | −5.3% |
| June 30, 2022 | −11.9% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +9.1% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: American Money Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1600085&type=13F-HR&dateb=&owner=include&count=40CIK 1600085
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1600085/000116204426000691/Filed August 13, 2026 · accession 0001162044-26-000691