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American Asset Management Inc.
American Asset Management Inc. is a Florida-based investment adviser headquartered in Boca Raton. With a founding date around 2011, the firm offers comprehensive wealth management and financial planning services including retirement, estate, and tax planning as well as investment portfolio management. It serves individuals, with approximately 342 accounts and total assets under management near $144.9 million as of May 2025. The firm is small, with a sole employee and focuses on personalized client relationships.
Investment Strategy
American Asset Management develops low volatility portfolios intended to let clients achieve income and growth while managing market risk. The firm aims to create allocations that enable clients to remain invested in both bull and bear markets, prioritizing stability and loss avoidance. Their philosophy stresses investor peace of mind, seeking long-term growth and controlled volatility through diversification and active portfolio management. Additional planning services include tax, estate, and retirement.
Latest 13F Filing Activity
American Asset Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 23 equity positions with a total 13F market value of $108M. The fund increased holdings in SPDR S&P 500 Etf TR, Aim Etf Products Trust, Aim Etf Products Trust among other positions. American Asset Management Inc. reduced exposure to Alphabet Inc., Berkshire Hathaway Inc. Del, Apple Inc. among others.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JANW | AIM ETF PRODUCTS TRUST | 37.01% | $40.1M | 1,148,422 | $33.44 | $34.93 | +$1.3M |
S SPY | SPDR S&P 500 ETF TR | 15.51% | $16.8M | 27,209 | $343.56 | $617.85 | +$1.7M |
N NVBW | AIM ETF PRODUCTS TRUST | 7.30% | $7.9M | 245,460 | $30.97 | $32.22 | -$26.6K |
J JULW | AIM ETF PRODUCTS TRUST | 5.35% | $5.8M | 155,968 | $33.38 | $37.17 | +$390.3K |
J JUNW | AIM ETF PRODUCTS TRUST | 5.27% | $5.7M | 179,274 | $28.63 | $31.86 | +$330.7K |
Industry Allocation
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