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American Money Management, LLC
American Money Management, LLC is a registered investment advisor founded in 1999 and headquartered in Rancho Santa Fe, San Diego, California. The firm specializes in providing personalized investment management and financial planning services. With a staff composed of financial planners, advisors, CFPs, and CPAs, AMM serves clients across the United States, including individuals, high net worth individuals, and select institutional clients. As of 2025, the firm has around 12 employees.
Investment Strategy
American Money Management, LLC provides independent advice and portfolio management using both traditional and creative investment approaches. The firm emphasizes personalized planning and upholds its fiduciary responsibility, putting clients' interests first. Its investment strategies focus on growing and preserving clients’ wealth, tailoring portfolios to the goals and needs of each client, serving primarily individuals and high net worth individuals with discretionary and non-discretionary management.
Latest 13F Filing Activity
American Money Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 143 equity positions with a total 13F market value of $566M. The fund increased holdings in Microsoft Corp., Vanguard Short-term Treasury Etf, S&P Global Inc. Com among other positions. American Money Management, LLC reduced exposure to Starbucks Corp., Texas Pacific Land Trust, Apple Computer Inc. among others.
Top Holdings
Equity Positions (143)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGSH | Vanguard Short-Term Treasury ETF | 6.33% | $35.8M | 609,532 | $58.42 | $58.78 | +$2.6M |
V VCSH | Vanguard Short-Term Corporate Bond ETF | 5.76% | $32.6M | 409,941 | $80.43 | $79.50 | +$2.0M |
M MSFT | Microsoft Corp | 5.25% | $29.7M | 59,664 | $131.11 | $497.41 | +$7.3M |
A AAPL | Apple Computer Inc | 4.08% | $23.1M | 112,545 | $44.28 | $205.17 | -$2.4M |
B BIV | Vanguard Intermediate Term Bond | 3.53% | $20.0M | 258,330 | $77.08 | $77.34 | +$1.3M |
Industry Allocation
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