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American Money Management, LLC

Q4 2025 · 13F-HR

American Money Management, LLCholdings as filed

Filed 2026-02-10 · accession 0001162044-26-000132

$636.3M
Reported value
166
Positions
2025-12-31
Period end
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The Brief · American Money Management, LLC · Q4 2025

AI · grounded in 13F

American Money Management, LLC significantly reduced its position in the Vanguard 500 ETF VOO, cutting share count by 73.47%. The fund also closed its position in the iShares iBonds Dec 2025 Term Corp ETF IBDQ, resulting in a negative delta of $481,658. On the buy side, the fund increased its holdings in Apple Computer Inc AAPL by 8.68% and Johnson & Johnson JNJ by 8.44%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C102VGSHVanguard Short-Term Treasury ETF$39.5M6.21%673,039CommonSOLE
92206C409VCSHVanguard Short-Term Corporate Bond ETF$35.0M5.50%438,852CommonSOLE
037833100AAPLApple Computer Inc$33.3M5.23%122,370CommonSOLE
594918104MSFTMicrosoft Corp$29.5M4.64%61,050CommonSOLE
921937819BIVVanguard Intermediate Term Bond$21.4M3.36%274,769CommonSOLE
921943858VEAVanguard FTSE Developed Markets$21.3M3.34%340,598CommonSOLE
46641Q670JCPBJPMorgan Core Plus Bond ETF$21.1M3.31%445,324CommonSOLE
02079K107GOOGGoogle Inc Class C$14.2M2.23%45,254CommonSOLE
46429B747STIPIshares 0-5 Year Tips$14.2M2.23%138,281CommonSOLE
92826C839VVisa Inc.$13.4M2.11%38,198CommonSOLE
57636Q104MAMastercard Inc$13.2M2.07%23,060CommonSOLE
46625H100JPMJ P Morgan Chase & Co$13.0M2.04%40,292CommonSOLE
808524201SCHXSchwab US LargeCap ETF$12.1M1.90%449,535CommonSOLE
78468R812QUSSPDR MSCI USA StrategicFactors ETF$11.8M1.85%67,674CommonSOLE
369604301GEGeneral Electric Company$11.4M1.78%36,868CommonSOLE
46641Q308JPEMJPMorgan Emerging Markets ETF$11.3M1.78%186,472CommonSOLE
922908769VTIVanguard Total Stock Mkt Fd$11.2M1.76%33,398CommonSOLE
461202103INTUIntuit$10.6M1.67%16,044CommonSOLE
22160K105COSTCostco Whsl Corp New$10.4M1.63%12,020CommonSOLE
00287Y109ABBVAbbVie Inc Com$10.1M1.58%43,989CommonSOLE
N07059210ASMLA S M L Holding Nv$10.0M1.57%9,356CommonSOLE
88262P102TPLTexas Pacific Land Trust$9.8M1.54%34,156CommonSOLE
02079K305GOOGLGoogle Inc Class A$9.3M1.46%29,702CommonSOLE
11133T103BRBroadridge Financial Solutions, Inc.$9.3M1.46%41,604CommonSOLE
30303M102METAMeta Platforms Inc Class A$9.1M1.44%13,859CommonSOLE
718172109PMPhilip Morris International$8.9M1.40%55,520CommonSOLE
09290D101BLKBlackRock Inc$8.6M1.36%8,078CommonSOLE
478160104JNJJohnson & Johnson$8.6M1.36%41,779CommonSOLE
437076102HDHome Depot Inc$8.6M1.36%25,058CommonSOLE
808524508SCHMSchwab US Mid-Cap ETF$8.1M1.27%269,013CommonSOLE
464287804IJRiShares S&P SmallCap 600 Idx$8.0M1.25%66,339CommonSOLE
666807102NOCNorthrop Grumman Corp$8.0M1.25%13,946CommonSOLE
571903202MARMarriott Intl Inc Cl A$7.2M1.12%23,059CommonSOLE
580135101MCDMc Donalds Corp$6.9M1.09%22,645CommonSOLE
78409V104SPGIS&P Global Inc Com$6.9M1.08%13,159CommonSOLE
907818108UNPUnion Pacific Corp$6.6M1.04%28,605CommonSOLE
78464A763SDYSPDR S&P Dividend$6.2M0.98%44,851CommonSOLE
81369Y803XLKTechnology Select SPDR Fd$6.0M0.94%41,695CommonSOLE
46432F339QUALiShares Edge MSCI USA Quality Factor ETF$5.7M0.90%28,839CommonSOLE
25754A201DPZDomino s Pizza Inc$5.5M0.87%13,261CommonSOLE
023135106AMZNAmazon.com Inc.$5.5M0.86%23,784CommonSOLE
532457108LLYLilly Eli & Company$5.5M0.86%5,072CommonSOLE
67066G104NVDANvidia Corp$5.4M0.85%29,032CommonSOLE
704326107PAYXPaychex Inc$5.4M0.85%47,989CommonSOLE
747525103QCOMQualcomm Inc$5.3M0.84%31,220CommonSOLE
45866F104ICEIntrcontinentalExchange$5.3M0.84%32,892CommonSOLE
713448108PEPPepsico Incorporated$4.2M0.67%29,509CommonSOLE
78464A508SPYVSpdr S&P 500 Value Etf$4.2M0.66%74,332CommonSOLE
084670702BRK/BBerkshire Hathaway B$3.7M0.59%7,453CommonSOLE
464288448IDViShares DJ International Select Div Index$3.6M0.57%92,473CommonSOLE
949746101WMT2Wells Fargo & Co.$3.5M0.54%37,181CommonSOLE
922908629VOVanguard CRSP US Mid Cap Index$2.9M0.45%9,831CommonSOLE
038222105AMATApplied Materials Inc$2.5M0.39%9,733CommonSOLE
46090E103QQQPowerShares QQQ Trust$2.4M0.38%3,917CommonSOLE
N6596X109NXPINxp Semiconductors$1.9M0.30%8,764CommonSOLE
16411R208LNGCheniere Energy Inc New$1.7M0.27%8,892CommonSOLE
11135F101AVGOBroadcom Ltd$1.6M0.26%4,706CommonSOLE
14040H105COFCapital One Financial Cp$1.6M0.25%6,673CommonSOLE
90384S303ULTAUlta Cosmetics & Fragrances$1.4M0.22%2,356CommonSOLE
46434V100SLQDiShares 0-5 Year Invmt Grade Corp Bd ETF$1.3M0.21%26,377CommonSOLE
655844108NSCNorfolk Southern Corp$1.3M0.21%4,559CommonSOLE
808513105SCHWThe Charles Schwab Corp$1.3M0.20%12,904CommonSOLE
922908637VVVanguard Large-Cap ETF$1.2M0.19%3,861CommonSOLE
060505104BACBank Of America Corp$1.2M0.19%21,923CommonSOLE
92206C680VONGVanguard Russell 1000 Growth ETF$1.1M0.18%9,247CommonSOLE
882508104TXNTexas Instruments Inc$1.1M0.17%6,411CommonSOLE
697435105PANWPalo Alto Networks Inc$1.1M0.17%5,990CommonSOLE
78462F103SPYSPDR S&P Dep Rcpt$1.1M0.17%1,592CommonSOLE
90353T100UBERUber Technologies Inc$965,7200.15%11,819CommonSOLE
539830109LMTLockheed Martin Corp$933,9190.15%1,931CommonSOLE
17275R102CSCOCisco Systems Inc$923,8710.15%11,994CommonSOLE
78467Y107MDYS&P MidCap 400 SPDRs$910,9530.14%1,510CommonSOLE
46138G649QQQMInvesco NASDAQ 100 ETF$910,0060.14%3,598CommonSOLE
922908744VTVVanguard Value ETF$889,3270.14%4,656CommonSOLE
922908751VBVanguard Small Cap$878,9180.14%3,407CommonSOLE
91324P102UNHUnitedHealth Group$868,0850.14%2,630CommonSOLE
922908611VBRVanguard SmCap Value ETF$838,5710.13%3,959CommonSOLE
855244109SBUXStarbucks Corp$821,5450.13%9,756CommonSOLE
78464A854SPYMState Street SPDR Portfolio S&P 500 ETF$802,9220.13%10,009CommonSOLE
303250104FICOFair Isaac Corp$780,7010.12%462CommonSOLE
127387108CDNSCadence Design Systems Inc$771,6330.12%2,469CommonSOLE
084670108BRK/ABerkshire Hathaway Inc A$754,8000.12%1CommonSOLE
00326A104SGOLAberdeen Swiss Gold Trust$744,4930.12%18,123CommonSOLE
922042742VTVanguard Total World Stock$720,7480.11%5,110CommonSOLE
595112103MUMicron Technology Inc$705,8190.11%2,473CommonSOLE
464287614IWFiShares Russell 1000 Growth Idx$683,8900.11%1,445CommonSOLE
874039100TSMTaiwan Semiconductor Inc$681,6250.11%2,243CommonSOLE
149123101CATCaterpillar Inc$679,9680.11%1,187CommonSOLE
30231G102XOMExxon Mobil Corporation$677,2740.11%5,628CommonSOLE
88160R101TSLATesla Motors Inc$663,7870.10%1,476CommonSOLE
921908844VIGVanguard Dividend Apprciation Index$659,5830.10%3,001CommonSOLE
464287507IJHiShares S&P MidCap 400 Idx$655,7830.10%9,936CommonSOLE
293792107EPDEnterprise Prd Prtnrs Lp$642,7410.10%20,048CommonSOLE
335720108FINNFirst National of Nebraska Inc$635,5000.10%41CommonSOLE
988498101YUMYum Brands Inc$626,7540.10%4,143CommonSOLE
46641Q332JEPIJPMorgan Equity Premium Income ETF$585,0500.09%10,221CommonSOLE
872540109TJXT J X Cos Inc$560,9840.09%3,652CommonSOLE
68389X105ORCLOracle Corporation$539,6160.08%2,769CommonSOLE
922908512VOEVanguard US MidCap Value Index$539,3560.08%3,041CommonSOLE
464287200IVViShares S&P 500 Idx$523,3320.08%764CommonSOLE
46435G193SUSCiShares ESG USD Corporate Bond ETF$521,9470.08%22,320CommonSOLE
87612E106TGTTarget Corporation$473,2000.07%4,841CommonSOLE
46436E486IBDWiShares iBonds Dec 2031 Term Corp ETF$444,1710.07%21,001CommonSOLE
808524102SCHBSchw US Brd Mkt Etf$440,6640.07%16,800CommonSOLE
46435UAA9IBDSiShares iBonds Dec 2027 Term Corp ETF$432,0680.07%17,795CommonSOLE
46435G441HYXFiShares ESG Advanced Hi Yld Corp Bd ETF$426,4470.07%9,024CommonSOLE
92204A504VHTVanguard Health Care$421,1660.07%1,463CommonSOLE
166764100CVXChevron Corp$417,3600.07%2,738CommonSOLE
254687106DISDisney Walt Co$411,7260.06%3,619CommonSOLE
97717X263DDWMWisdomTree Dynamic Ccy Hdgd Intl Eq ETF$408,4250.06%9,380CommonSOLE
438516106HONHoneywell International$396,0580.06%2,030CommonSOLE
46435U515IBDTiShares iBonds Dec 2028 Term Corp ETF$385,9490.06%15,162CommonSOLE
46435G425ESGUiShares ESG Aware MSCI USA ETF$384,9640.06%2,584CommonSOLE
92204A207VDCVanguard Consumer Staples ETF$380,6810.06%1,802CommonSOLE
78464A847SPMDSPDR Portfolio Mid Cap ETF$376,7050.06%6,505CommonSOLE
780259305SHELShell ADR$372,6660.06%5,072CommonSOLE
464288307IMCGiShares Morningstar Mid-Cap Growth ETF$369,6590.06%4,630CommonSOLE
808524300SCHGSchwab US LargeCap Growth ETFA(TM)$366,1120.06%11,224CommonSOLE
75513E101RTXRaytheon Technologies Ord$364,0490.06%1,985CommonSOLE
15101Q207CLSCelestica Inc$354,7320.06%1,200CommonSOLE
921946406VYMVanguard High Dividend Yield$354,1680.06%2,468CommonSOLE
46435GAA0IBDRiShares iBonds Dec 2026 Term Corp ETF$347,0950.05%14,325CommonSOLE
969904101WSMWilliams Sonoma$344,2020.05%1,927CommonSOLE
921937835BNDVanguard Bond Index Fund$342,8700.05%4,629CommonSOLE
922908595VBKVanguard MSCI US SmCap Growth$333,5160.05%1,104CommonSOLE
548661107LOWLowes Companies Inc$328,4600.05%1,362CommonSOLE
742718109PGProcter & Gamble Co$323,7140.05%2,259CommonSOLE
29250N105ENBEnbridge Inc Com$321,3220.05%6,718CommonSOLE
92189F106GDXMarket Vectors Gold Miners ETF$320,0940.05%3,732CommonSOLE
007903107AMDAdvanced Micro Devices$312,0310.05%1,457CommonSOLE
053015103ADPAutomatic Data Processing$310,4770.05%1,207CommonSOLE
717081103PFEPfizer Incorporated$305,5280.05%12,270CommonSOLE
172755100CRUSCirrus Logic Inc$296,2500.05%2,500CommonSOLE
D66992104SAPGFSAP SE$295,3600.05%1,212CommonSOLE
69608A108PLTRPalantir Technologies Inc Ordinary Shares - Class$288,8440.05%1,625CommonSOLE
G87052109TELTE Connectivity$286,4350.05%1,259CommonSOLE
892331307TMToyota Motor$284,0460.04%1,327CommonSOLE
74347B680REGLProShares S&P MidCap 400 Dividend Arst$280,1160.04%3,326CommonSOLE
29273V100ETEnergy Transfer Partners$276,0260.04%16,739CommonSOLE
92189F791GDXJMarket Vectors ETF$272,3890.04%2,394CommonSOLE
464287499IWRiShares Russell Midcap Idx$269,5560.04%2,800CommonSOLE
931142103WMTWal-Mart Stores Inc$267,6040.04%2,402CommonSOLE
46435U549EAGGiShares ESG U.S. Aggregate Bond ETF$266,8120.04%5,576CommonSOLE
452308109ITWIllinois Tool Works Inc$256,3980.04%1,041CommonSOLE
922908553VNQVanguard REIT Fd$248,2120.04%2,805CommonSOLE
46641Q837JPSTJPMorgan Ultra-Short Income ETF$242,5740.04%4,795CommonSOLE
922908736VUGVanguard Growth ETF$235,3110.04%482CommonSOLE
92189F387SHYDVanEck Short High Yield Muni ETF$229,1000.04%10,000CommonSOLE
46435G243SUSBiShares ESG 1-5 Year USD Corp Bd ETF$219,6890.03%8,704CommonSOLE
26441C204DUKDuke Energy Corporation$215,5490.03%1,839CommonSOLE
922908363VOOVanguard 500 ETF$214,6050.03%342CommonSOLE
032654105ADIAnalog Devices Inc$211,2650.03%779CommonSOLE
12572Q105CMECME Group Inc$211,0910.03%773CommonSOLE
921937827BSVVanguard Short Term Bond$210,8170.03%2,675CommonSOLE
78464A201SLYGSPDR S&P 600 Small Cap Growth ETF$209,2900.03%2,222CommonSOLE
422806109HEIHeico Corp$206,1270.03%637CommonSOLE
064058100BKBank of New York$206,0600.03%1,775CommonSOLE
464288869IWCiShares Russell Microcap Idx$205,0100.03%1,300CommonSOLE
58933Y105MRKMerck & Co Inc$200,3360.03%1,903CommonSOLE
345370860FFord Motor Co.$132,7060.02%10,115CommonSOLE
051774107AURAURORA INNOVATION CL A ORD$38,7840.01%10,100CommonSOLE
02071M507ALBKYAlpha Services and Holdings SA$12,3290.00%14,010CommonSOLE
65412F101NGTFNightFood Holdings Inc$5780.00%11,215CommonSOLE
58463A105MJNAMedical Marijuana Inc$240.00%122,000CommonSOLE
62544A100MCICMultiCorp International Inc$20.00%20,000CommonSOLE
422094102Headstrong Group Inc$10.00%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.